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dakota customer conference

Get More From Dakota Marketplace, Straight From the People Who Use It.

Date
Thursday, January 14th, 2027
Format
Half-Day Morning Event
Venue
Dakota Philadelphia Office
Time
9:00 AM to 1:00 PM ET, Breakfast and Lunch Included

Join the Dakota team and fellow customers for a hands-on morning in Philadelphia. See the best ways to use Dakota Marketplace, watch live feature demos, and hear how an investment firm like yours puts it to work. A new set of features and a new customer guest every month.

Register Now → View Agenda
Jan14
Next Event
4
Live Feature Demos
9 to 1
Half-Day Morning, ET
Philly Dakota Philadelphia office event space. Held every month.
Upcoming Dates

Pick Your Morning. Same Format, New Content Every Month.

Each event follows the same half-day agenda. The four featured workflows and the customer guest change every month, so you can come back and see something new.

Next Event
Jan
14
Thursday
9:00 AM to 1:00 PM ET

Theme to be announced

Four live feature demos and a customer spotlight at the Dakota Philadelphia office.

Registration Open Register
Feb
 
Date TBD
9:00 AM to 1:00 PM ET

Theme to be announced

Four live feature demos and a customer spotlight at the Dakota Philadelphia office.

Coming Soon Register
Mar
 
Date TBD
9:00 AM to 1:00 PM ET

Theme to be announced

Four live feature demos and a customer spotlight at the Dakota Philadelphia office.

Coming soon Register

Looking further ahead? New dates are added here as each event is confirmed.

About the Conference

One Morning. Real Workflows. Real Customers.

The Dakota Customer Conference is built around a single idea: show you the best ways to get value from Dakota Marketplace, and let your peers do a lot of the talking.

No slide decks and no sales pitch. Each morning is led by live demos on a single screen and a conversation with an investment firm that uses Dakota Marketplace every day, talking candidly about what they were solving, what they did before, and what surprised them.

It is a half-day, held in our Philadelphia office, and small enough that you can ask the team anything and meet the people sitting next to you.

Why Attend
  • See live, one-screen demos of four Dakota Marketplace features, with one clear takeaway from each
  • Hear how a Dakota customer uses Marketplace in their real day-to-day workflow, in their own words
  • Get a look at what is new and what is coming next on the Dakota roadmap
  • Ask your questions directly to the product team and your customer success manager
  • Meet other Dakota customers and compare notes over breakfast and lunch
  • Come back next month: the featured workflows change every time
The Morning at a Glance

A Half-Day Built Around Live Demos and a Customer Conversation.

Schedule is subject to change. All sessions take place at the Dakota Philadelphia office.

9:00 AM
9:30 AM
Arrival
Check-In, Coffee and Breakfast

Settle in, grab breakfast, and meet fellow Dakota customers before the program begins.

9:30 AM
9:40 AM
Welcome
Welcome and What Today Is About

A short welcome from Dakota leadership and a look at the morning ahead.

9:40 AM
10:05 AM
Product
Product Keynote: What's New and What's Next

The latest releases in Dakota Marketplace and a look at where the product is headed.

10:05 AM
10:50 AM
Live Demos
Feature Round Robin

Four features, ten minutes each, presented live by the Dakota product and customer success teams. One screen, one workflow, one takeaway per presenter.

10:50 AM
11:00 AM
Break
Coffee Break

A quick reset before the customer conversation.

11:00 AM
11:40 AM
Customer Spotlight
A Dakota Customer, Interviewed Live, Then Audience Q&A

A standing, interview-style conversation with an investment firm about how they use Dakota Marketplace, with their real workflow on screen behind them.

11:40 AM
11:50 AM
Closing
Closing Remarks and Next Steps

Your feedback, the next event, and introductions to the people who can help you after today.

11:50 AM
1:00 PM
Networking
Networking Lunch and Open Office Hours

Stay for lunch, meet other customers, and sit down one-on-one with the Dakota team.

Feature Round Robin

Four Live Demos. Ten Minutes Each.

Every month the Dakota team picks four Dakota Marketplace features and demos them live. Featured workflows are announced about six weeks before each event.

DEMO 01

Feature announced soon

One live workflow, one clear takeaway you can use the same day.

DEMO 02

Feature announced soon

One live workflow, one clear takeaway you can use the same day.

DEMO 03

Feature announced soon

One live workflow, one clear takeaway you can use the same day.

DEMO 04

Feature announced soon

One live workflow, one clear takeaway you can use the same day.

Live demo only No slides. One screen, one workflow, one takeaway.
Hard ten minute stop A visible countdown keeps every handoff on time.
Different voices Presenters rotate across the product and customer success teams.
New every month The four features rotate, so repeat attendees always see something new.
Customer Spotlight

Hear It From an Investment Firm That Uses Dakota Every Day.

One Dakota customer, interviewed live and unscripted. They walk through the problem they were solving, what they did before Dakota, a real example from their workflow, and what surprised them.

  • The problem they were trying to solve
  • What they did before Dakota Marketplace
  • A walkthrough of a real example, live on screen
  • What surprised them, and advice for firms just starting out
Next COnference Guest

Announced soon

Our customer guest is confirmed ahead of each event. Register now and we will share the details as soon as they are final.

Who Should Attend and Where

Built for Dakota Customers. Held in Philadelphia.

Whether you are a power user or just getting started, bring your questions and bring a colleague.

Who Should Attend

Current Dakota Marketplace customers, including fundraising and investor relations professionals, sales leaders and the teams who use Marketplace every day.

Venue

Dakota Philadelphia office event space.
Parking and building access details are included in your confirmation email.

Food and Wi-Fi

Breakfast and lunch are provided. Please note any dietary needs when you register. Guest Wi-Fi is available throughout the morning.

Good to Know

Frequently Asked Questions.

How often does the conference run?

Every month. The format stays the same while the featured workflows and the customer guest change each time.

Do I need to attend every month?

No. Come to one or come to all of them. Because the four demos rotate, repeat attendees always see something new.

Can I bring a colleague?

Yes. Register each attendee so we can plan seating, catering and badges.

Will the sessions be recorded?

Stage sessions may be recorded so we can share highlights with customers afterward.

What if my date is full?

Choose another upcoming date above, or join the waitlist where one is offered.

Register Today

Save Your Seat This Month.

 

Register Now → Questions? Contact your Dakota customer success manager.

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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