dakota Insights

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The latest resources, trends and insights to help make fundraising and deal sourcing simpler. 

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Fundraising is hard. Deal Sourcing is hard. Dakota’s data makes both easier.

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June 2024 Financial Advisor and RIA Moves and Acquisitions

By: John Washington, Data Research Analyst July 18, 2024

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Top 15 Consultants to Watch in 2024

By: Morgan Holycross, Marketing Manager July 17, 2024

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The True Cost of Clean Investment Sales Data: A Breakdown

By: Gui Costin, Founder, CEO July 16, 2024

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The Top Form ADV Features in Dakota Marketplace

By: Morgan Holycross, Marketing Manager July 11, 2024

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June 2024 Public Plan Commitment Summary

By: Dakota July 10, 2024

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Top Family Offices in Latin America

By: Morgan Holycross, Marketing Manager July 03, 2024

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How to Use City Scheduling For Investment Sales Success

By: Morgan Holycross, Marketing Manager July 02, 2024

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June New Fund Launches

By: Dakota June 28, 2024

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How to Analyze Form ADV Data for Better Decision Making

By: Morgan Holycross, Marketing Manager June 27, 2024

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Top 10 Family Offices in Brazil

By: Morgan Holycross, Marketing Manager June 26, 2024

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May 2024 Public Plan Commitment Summary

By: Dakota June 18, 2024

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The Top Form ADV Databases for Investment Sales Professionals

By: Morgan Holycross, Marketing Manager June 13, 2024

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May 2024 Financial Advisor and RIA Moves and Acquisitions

By: John Washington, Data Research Analyst June 11, 2024

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The Biggest Mistake CEOs Make Related to Sales

By: Gui Costin, Founder, CEO June 06, 2024

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Investment RFPs Announced in May 2024

By: Dakota June 04, 2024

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New Fund Launches for May

By: Dakota May 31, 2024

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The Two Essential Reports to Run in Your CRM for Success in Investment Sales

By: Morgan Holycross, Marketing Manager May 30, 2024