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Products
Dakota Marketplace
Dakota Research
Dakota International
Dakota Middle East
Dakota RIAs and FOs
Dakota Wealth Channel
Dakota PortCo
Public Company Data
Salesforce App
Hubspot
Dynamo
Satuit
Altvia
Intapp DealCloud
Dynamics
Pinnakl
Backstop
Dakota Funds
News
Resources
Dakota Cocktails
Dakota Live! Call
Dakota Way Coaching
EMG Show
Mastering Salesforce.com
Dakota Research Podcast
Learning Center
Dakota News
Reports
Case Studies
Rainmaker Podcast
Dakota Live! Podcast
Fundraising News Podcast
Dakota Research Podcast
Company
About Us
Team
Careers
Core Principles
Contact Us
Advisory Board
Dakota Gives
Dakota Career Exploration
Dakota Studio
Marketplace Login
Book A Demo
2024 DAKOTA INTERNSHIP PROGRAM
RESOURCES PITCH PROJECT
HELPFUL FOR WEEK 1 — INVESTMENT TERMS:
Napkin Finance
Investment Terms Overview with Gui
Investopedia
Helpful for week 2 - product and technology
What is Marketplace?
Marketplace Overview
Evolution of Marketplace
Benefits of Marketplace
Marketplace 1 Pager (Traditional & Alts)
Marketplace Account & Contacts 1 Pager
Helpful for week 3 - rainmaker training
Rainmaker Live! Course Overview
The Dakota Way
Meeting Cadence
Pillar 1 - Setting Expectations
Pillar 2 - Know Who To Call On
Pillar 3 - Become A Master Messenger
Pillar 4 - Have a Killer Follow Up System
Helpful for Week 4 - Sales & Marketing
What makes a good company culture? How Dakota sets itself apart
The characteristics of a great salesperson
Mastering the Art of Investment Management Sales: A Comprehensive Guide
Sales Playbook
Advice for a young sales professional
Always be selling
How to create an email that gets meetings
Helpful for week 5 - Dakota Funds Managers & Strategies
Edgewood Product Training
Hamlin Product Training
Spyglass Product Training
Spruce Product Training
Dakota Videos
The History of Dakota
Dakota Company Overview
Dakota Company Culture
Team Member Bio Video Mashup
Dakota Studios Overview
Dakota Gives Overview