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A Custom Data Integration Built for Investment Firms

No more wasting valuable time updating outdated accounts and contacts. Leverage your CRM through our Dakota integrations.

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Access your own data alongside Marketplace data

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Maintain data integrity with a single, reliable source

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Ensure your contact data remains current

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Insights from our data experts

Buy vs. Build: The CRM Decision for Private Equity & Venture Capital Deal Sourcing and Pipeline Management

Private equity firms today are under more pressure than ever to find off-market deals and manage a...

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How CRMs for Asset Managers Streamline Relations and Boost Productivity

In the investment world, time is everything. Whether you’re an emerging fund manager, institutional...

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The 10 Best CRMs for Investment Firms to Consider in 2025

CRMs are the backbone of any investment firm. In fact, at Dakota we like to say, “If it’s not in...

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