Know who to call on
The focus of your sales effort should be to call on people who buy what you sell. Or, as we like to say, “Sell apples to apple buyers, don’t try and convince orange buyers to buy apples.”
Training and on-boarding a full sales team is expensive and comes with a lot of risk; it can also prevent firms from reaching their goals quickly. Dakota helps accelerate your strategy’s growth by getting your message to the market faster, without expanding your in-house team.
Our third-party marketing team is an experienced, eight-person investment team who has worked to raise over $35 billion since 2006. We’ll prospect and qualify leads before they ever cross your desk, and work with you to establish a detailed growth and reporting plan.
Dakota works with your firm to establish a thorough plan for over the first sixity, ninety, and one-hundred and eighty days in terms of market coverage, outreach, and meeting set ups.
Finding the right people to call on is key. We prospect and qualify leads for you, so the only ones you see are already interested in your strategy.
We’re data-driven in everything we do, and provide detailed reports on meetings, feedback, and progress so that you’re always in the loop on progress on a monthly and quarterly basis.
The Dakota Way is our sales system: Know who to call on, know what to say, and have a killer follow-up system.
While there’s no one “right” fit for us, Dakota typically partners with boutique investment managers who are specialists in their respective asset classes.
We look for "know what you own" investment strategies, concentrated portfolios, disparate weightings, single product focus, employee-owned, low turnover, and strategies that are benefitting from clear macro trends within the economy.