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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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Creating a Repeatable, Successful Sales Process: Principle 3 - Know What to Say

By: Morgan Holycross, Marketing Manager March 05, 2024

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Top 10 Most Allocated Real Estate Funds of 2023

By: Koncheng Moua, Director of Data Management and Strategy February 29, 2024

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Top Family Offices in Denmark

By: Morgan Holycross, Marketing Manager February 28, 2024

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Mastering the Art of Investment Management Sales: A Comprehensive Guide

By: Gui Costin, Founder, CEO February 27, 2024

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Top 10 RIA Firms in the Austin Metro Area

By: Morgan Holycross, Marketing Manager February 23, 2024

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Top 10 Most Allocated Private Credit Funds of 2023

By: Koncheng Moua, Director of Data Management and Strategy February 22, 2024

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Top 10 Private Credit Conferences to Attend in 2024

By: Morgan Holycross, Marketing Manager February 21, 2024

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January 2024 Financial Advisor and RIA Moves and Acquisitions

By: John Washington, Data Research Analyst February 20, 2024

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New Fund Launches for the First Half of February

By: Koncheng Moua, Director of Data Management and Strategy February 16, 2024

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Creating a Repeatable, Successful Sales Process: Principle 2 - Know Who to Call On

By: Morgan Holycross, Marketing Manager February 15, 2024

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Top 10 Family Offices in Canada

By: Morgan Holycross, Marketing Manager February 14, 2024

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January 2024 Public Plan Commitment Summary

By: Koncheng Moua, Director of Data Management and Strategy February 13, 2024

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Top 10 Family Offices in the United Kingdom

By: Morgan Holycross, Marketing Manager February 08, 2024

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Creating a Repeatable, Successful Sales Process: Principle 1 - Focus on What Matters Most

By: Morgan Holycross, Marketing Manager February 06, 2024

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New Fund Launches for the Second Half of January

By: Koncheng Moua, Director of Data Management and Strategy February 02, 2024

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Top 10 Most Allocated Private Equity Funds of 2023

By: Koncheng Moua, Director of Data Management and Strategy February 01, 2024

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How to Make Your CRM Your Most Used Asset and What You Get in Return

By: Morgan Holycross, Marketing Manager January 30, 2024

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Dynamics Driving Investment Opportunities In Family Offices

By: Morgan Holycross, Marketing Manager January 25, 2024

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Top 10 RIA Firms in the Minneapolis Metro Area

By: Morgan Holycross, Marketing Manager January 23, 2024

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5 Key Features to the Marketplace for Salesforce Integration

By: Morgan Holycross, Marketing Manager January 18, 2024

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