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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Source European Tech Unicorns: London to Tel Aviv

By: James Goodman, Head of International September 12, 2025

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Top 10 RIAs in Denver | 2025 Guide & Insights

By: Morgan Holycross, Marketing Manager September 12, 2025

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Why UK Pension Funds are Increasing Private Equity Allocations: A 2025 Intelligence Report

By: James Goodman, Head of International September 11, 2025

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Top 10 RIAs in Seattle | 2025 Guide & Insights

By: Morgan Holycross, Marketing Manager September 11, 2025

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Top 10 Private Equity Firms in Toronto 2025

By: Peter Harris, Investment Research Associate September 10, 2025

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Top 10 RIAs in London | 2025 Guide & Insights

By: Morgan Holycross, Marketing Manager September 10, 2025

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Nordic vs Continental Europe: Where Smart LPs are Deploying Capital in 2025

By: James Goodman, Head of International September 10, 2025

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Top 10 Transactions from September 1–5, 2025: PE, VC & M&A Highlights

By: Morgan Holycross, Marketing Manager September 10, 2025

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How to Use Manager Presentations for Competitive Intelligence in Deal Sourcing

By: Morgan Holycross, Marketing Manager September 09, 2025

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Top Private Equity Firms to Watch in 2025

By: Peter Harris, Investment Research Associate September 09, 2025

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AI's Hard Assets: Power, Land, Minerals 2025

By: Peter Harris, Investment Research Associate September 08, 2025

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Top 10 RIAs in Atlanta | 2025 Guide & Insights

By: Morgan Holycross, Marketing Manager September 08, 2025

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Top RIAs in Houston | Guide For 2025

By: Morgan Holycross, Marketing Manager September 05, 2025

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August 2025 Financial Advisor Moves | Firm Changes

By: Dakota September 04, 2025

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Top RIAs in Washington D.C. | Guide for 2025

By: Morgan Holycross, Marketing Manager September 04, 2025

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Top Healthcare Transactions in August 2025 | M&A, Growth Rounds, and IPO Highlights

By: Morgan Holycross, Marketing Manager September 04, 2025

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Top RIAs in Dallas | Guide for 2025

By: Morgan Holycross, Marketing Manager September 03, 2025

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Top 10 Private Equity Firms in Paris | 2025 Rankings & Insights

By: Peter Harris, Investment Research Associate September 03, 2025

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Warren Thomas on ExchangeRight’s $6.6B Net Lease Platform

By: Dakota Research September 03, 2025

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Top RIAs in Boston | Guide for 2025

By: Morgan Holycross, Marketing Manager September 02, 2025

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What Do GPs Need to Know About Pension Reform and Allocation Trends?

By: Peter Harris, Investment Research Associate September 02, 2025

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How Can Manager Presentations Help You Win More Allocator Meetings?

By: Morgan Holycross, Marketing Manager September 02, 2025

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Top RIAs in San Francisco | Guide for 2025

By: Morgan Holycross, Marketing Manager August 29, 2025

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Why CEOs Miss Out on Strategic Acquisitions — And How dakota marketplace Solves It

By: Morgan Holycross, Marketing Manager August 28, 2025

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Top RIAs in Chicago | Guide for 2025

By: Morgan Holycross, Marketing Manager August 28, 2025

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Top Financial Services Transactions: August 2025

By: Morgan Holycross, Marketing Manager August 27, 2025

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Top 10 Private Equity Firms in London 2025

By: Peter Harris, Investment Research Associate August 27, 2025

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How Investment Bankers Can Cut Weeks of Research into Minutes with Dakota Marketplace

By: Morgan Holycross, Marketing Manager August 26, 2025

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Top RIAs in Philadelphia | Guide for 2025

By: Morgan Holycross, Marketing Manager August 26, 2025

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Top RIAs in New York City | Guide for 2025

By: Morgan Holycross, Marketing Manager August 25, 2025

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Top RIAs in Los Angeles | Guide for 2025

By: Morgan Holycross, Marketing Manager August 25, 2025

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Top Databases Private Equity Firms Use to Source Sponsor-Owned Healthcare Companies

By: Morgan Holycross, Marketing Manager August 22, 2025

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Lateral Investment Management | Dakota Take 5

By: Dakota Research August 22, 2025

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Public Pension Funds Are Still Allocating to Private Markets in 2025

By: Patrick Tighe, Head of Product August 21, 2025

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Singapore Fundraising Briefing 2025 | Key Insights

By: James Goodman, Head of International August 21, 2025

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How Russell Investments Is Navigating the Real Estate Reset

By: Dakota Research August 20, 2025

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Germany Fundraising Briefing 2025 | Metro-Area Insights

By: James Goodman, Head of International August 20, 2025

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Top 10 Private Equity Firms in Tampa 2025

By: Peter Harris, Investment Research Associate August 20, 2025

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How to Access 401(k) Plan Consultants

By: Morgan Holycross, Marketing Manager August 19, 2025

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New Fund Launches | July 2025

By: Dakota August 18, 2025

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Will AI Take the Fundraiser’s Job?

By: Gui Costin, Founder, CEO August 18, 2025

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Your Deal Sourcing Guide to Private Sponsor Backed - Utility Companies

By: Gui Costin, Founder, CEO August 15, 2025

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Your Deal Sourcing Guide to Private Sponsor Backed - Energy Companies

By: Gui Costin, Founder, CEO August 15, 2025

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Finding the AI Sweet Spot in Investment Intelligence

By: Gui Costin, Founder, CEO August 14, 2025

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July 2025 Investment RFPs | Key Opportunities

By: Dakota Research August 14, 2025

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How to Raise Capital from Middle East Investors: The $6+ Trillion Opportunity

By: James Goodman, Head of International August 13, 2025

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Top 10 Private Equity Firms in Raleigh | 2025 Guide

By: Peter Harris, Investment Research Associate August 13, 2025

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New RIAs from July 2025 | RIA Launches

By: Dakota Research August 11, 2025

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Deal Sourcing Guide: Private Sponsor Backed Industrial Companies

By: Gui Costin, Founder, CEO August 08, 2025

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Deal Sourcing Guide: Private Sponsor Backed Financial Companies

By: Gui Costin, Founder, CEO August 08, 2025

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Deal Sourcing Guide: Private Sponsor Backed Healthcare Companies

By: Gui Costin, Founder, CEO August 08, 2025

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RIA Channel Updates: July 2025 Insights

By: Dakota August 07, 2025

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Top Private Equity Firms in Austin | 2025 Overview

By: Peter Harris, Investment Research Associate August 06, 2025

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Top Ten Private Equity Firms in Cincinnati | 2025 Guide

By: Peter Harris, Investment Research Associate July 30, 2025

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New RIAs from June 2025 | RIA Launches

By: Dakota Research July 29, 2025

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Top Private Equity Firms in St. Louis | 2025 Guide

By: Peter Harris, Investment Research Associate July 23, 2025

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Why 401(k) Plans Are the Next Big Opportunity for Investment Sales in 2025

By: Morgan Holycross, Marketing Manager July 22, 2025

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How 401(k) Plans Are Opening to Private Markets | A Guide for GPs & LPs

By: Peter Harris, Investment Research Associate July 17, 2025

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Best RIA Aggregators for Advisors & Asset Managers in 2025

By: Morgan Holycross, Marketing Manager July 17, 2025

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Top Private Equity Firms in Denver | 2025 Rankings & Insights

By: Peter Harris, Investment Research Associate July 16, 2025

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June 2025 Continuation Vehicle Report | Top PE Secondary Funds

By: Morgan Holycross, Marketing Manager July 15, 2025

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Top Private Equity Firms in San Diego: 2025 Rankings & Insights

By: Peter Harris, Investment Research Associate July 09, 2025

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Top Private Equity Firms in Dallas | 2025 Rankings & Insights

By: Peter Harris, Investment Research Associate July 02, 2025

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New RIAs and Investment Firms from May 2025 | RIA Launches

By: Morgan Holycross, Marketing Manager July 01, 2025

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The Real Challenge in Private Equity: Deal Sourcing in 2025

By: Morgan Holycross, Marketing Manager June 26, 2025

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Top Ten Private Equity Firms in San Francisco

By: Peter Harris, Investment Research Associate June 25, 2025

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Top 5 Private Company Deal Sourcing Databases used by Private Equity Firms

By: Morgan Holycross, Marketing Manager June 24, 2025

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Top Ten Private Equity Firms in Minneapolis

By: Peter Harris, Investment Research Associate June 18, 2025

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Buy vs. Build Strategy for Private Equity & Venture Capital

By: Morgan Holycross, Marketing Manager June 17, 2025

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Top 10 Private Equity Firms in Houston

By: Peter Harris, Investment Research Associate June 11, 2025

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How to Raise Capital in the Middle East: A Guide for Fundraisers

By: Morgan Holycross, Marketing Manager June 10, 2025

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Top 10 Private Equity Firms in Los Angeles | 2025 Rankings & Insights

By: Peter Harris, Investment Research Associate June 04, 2025

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Why Your CRM Isn’t Enough for Deal Sourcing

By: Morgan Holycross, Marketing Manager May 29, 2025

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Private Fund Due Diligence Guide for Investment Teams

By: Morgan Holycross, Marketing Manager May 28, 2025

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dakota marketplace on Salesforce: A CRM Advantage for Allocators

By: Morgan Holycross, Marketing Manager May 27, 2025

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Best Evergreen Fund Databases | Research Tools 2025

By: Morgan Holycross, Marketing Manager May 21, 2025

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Why the First Two Minutes of Your Meeting Matter Most

By: Morgan Holycross, Marketing Manager May 20, 2025

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Investment RFPs Announced in March 2025

By: Dakota May 15, 2025

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Licensed Funds for the Small Business Investment Company Critical Technologies Initiative

By: Peter Harris, Investment Research Associate May 14, 2025

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Top 10 Private Equity Firms in Chicago

By: Peter Harris, Investment Research Associate May 07, 2025

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Top 10 Private Equity Firms in Detroit

By: Peter Harris, Investment Research Associate April 30, 2025

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Top Private Equity Fund Databases for 2025

By: Morgan Holycross, Marketing Manager April 29, 2025

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How Emerging Managers Can Access the RIA Channel

By: Morgan Holycross, Marketing Manager April 24, 2025

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Top 10 Private Equity Firms in Boston

By: Peter Harris, Investment Research Associate April 23, 2025

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The Best International Investor Databases for Capital Raisers

By: Morgan Holycross, Marketing Manager April 22, 2025

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Top Private Equity Firms in New York City

By: Peter Harris, Investment Research Associate April 16, 2025

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March 2025 Public Plan Commitment Summary

By: Dakota April 15, 2025

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Top 10 Private Equity Firms in Pittsburgh

By: Peter Harris, Investment Research Associate April 09, 2025

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March 2025 RIA & M&A Activity

By: Dakota April 08, 2025

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Best Practices When Selling Software to RIAs

By: Morgan Holycross, Marketing Manager April 03, 2025

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The Top 10 Private Equity Firms in Cleveland

By: Peter Harris, Investment Research Associate April 02, 2025

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How CRMs for Asset Managers Streamline Relations and Boost Productivity

By: Morgan Holycross, Marketing Manager April 01, 2025

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The Best RIA Software to Generate Leads

By: Morgan Holycross, Marketing Manager March 27, 2025

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Top Private Equity Firms in Philadelphia

By: Chris LeRoy, Director of Investment Research March 26, 2025

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Investment RFPs Announced in February 2025

By: Dakota March 25, 2025

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February 2025 Public Plan Commitment Summary

By: Dakota March 20, 2025

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Top Private Equity Firms in Baltimore Metro Area

By: Chris LeRoy, Director of Investment Research March 19, 2025

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What Are Evergreen Funds? How They Work, Key Benefits, and Why Investors Are Paying Attention

By: Alex deMarco, Investment Research Analyst March 18, 2025

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Qualitative Due Diligence in Private Markets: Why It’s Essential for Investors

By: Morgan Holycross, Marketing Manager March 13, 2025

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The Top 10 Private Equity Firms in Washington, DC

By: Chris LeRoy, Director of Investment Research March 12, 2025

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February 2025 Advisor Moves and Updates

By: Dakota March 11, 2025

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February 2025 RIA Deals

By: Dakota March 06, 2025

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The Top 10 Private Equity Firms in Nashville

By: Alex deMarco, Investment Research Analyst March 05, 2025

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The Top Private Company Databases for 2025

By: Morgan Holycross, Marketing Manager March 04, 2025

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Why Finding Qualified Prospects for Fundraising Matters

By: Morgan Holycross, Marketing Manager February 27, 2025

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The Top 10 Private Equity Firms in Charlotte

By: Chris LeRoy, Director of Investment Research February 26, 2025

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Investment RFPs Announced in January 2025

By: Dakota February 25, 2025

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Top 5 Challenges in Private Fund Investing - and How dakota mesearch Solves Them

By: Morgan Holycross, Marketing Manager February 20, 2025

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Top 10 Private Equity Firms in Atlanta

By: Alex deMarco, Investment Research Analyst February 19, 2025

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January 2025 Public Plan Commitment Summary

By: Dakota February 18, 2025

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The 10 Best CRMs for Investment Firms to Consider in 2025

By: Morgan Holycross, Marketing Manager February 13, 2025

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Top 10 Private Equity Firms in Miami

By: Chris LeRoy, Director of Investment Research February 12, 2025

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Understanding the Private Equity Secondaries Market

By: Alex deMarco, Investment Research Analyst February 06, 2025

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Consultant Led Real Estate Allocations in Q4 2024

By: Dakota February 05, 2025

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Why Salesforce Is the Ultimate CRM for Investment Sales

By: Morgan Holycross, Marketing Manager February 04, 2025

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The 18 Month Clock - And How to Avoid It

By: Gui Costin, Founder, CEO January 30, 2025

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5 Time-Consuming Research Tasks That dakota marketplace Automates

By: Morgan Holycross, Marketing Manager January 29, 2025

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How Emerging Managers Can Succeed with Public Pension Funds

By: Morgan Holycross, Marketing Manager January 23, 2025

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Investment RFPs Announced in December 2024

By: Dakota January 21, 2025

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December 2024 Public Plan Commitment Summary

By: Dakota January 16, 2025

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Healthcare Investing in the Private Markets

By: Alex deMarco, Investment Research Analyst January 15, 2025

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December 2024 New Fund Launches

By: Dakota January 07, 2025

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How to Create a Sales Plan that Sets You Up for Success

By: Morgan Holycross, Marketing Manager December 19, 2024

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The Top Institutional Investor Databases for 2025

By: Morgan Holycross, Marketing Manager December 18, 2024

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November 2024 Public Plan Commitment Summary

By: Dakota December 17, 2024

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The Top Form ADV Reports to Leverage RIAs

By: Morgan Holycross, Marketing Manager December 11, 2024

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November 2024 New Fund Launches

By: Dakota December 05, 2024

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Fundraising Strategies for Emerging Managers Calling on Consultants

By: Morgan Holycross, Marketing Manager December 04, 2024

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Stop Guessing, Start Closing: How Pipeline Reports Can Transform Your Sales

By: Morgan Holycross, Marketing Manager December 03, 2024

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Navigating Technology and Strategy: Schwab Impact 2024 Highlights

By: Shelby Canto, Customer Success Manager December 02, 2024

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Private Markets on the Rise: What's Next for Private Equity Investors?

By: Morgan Holycross, Marketing Manager November 26, 2024

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Generational Differences Among Family Offices: Insights for Investment Managers

By: Chris LeRoy, Director of Investment Research November 22, 2024

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Investment RFPs Announced in October 2024

By: Dakota November 20, 2024

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October 2024 Public Plan Commitment Summary

By: Koncheng Moua, Director of Data Management and Strategy November 19, 2024

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Why Quarterly Webinars Are Essential for Asset Managers

By: Tim Dolan, Vice President, Institutional Sales November 14, 2024

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Family Offices: A Growing Opportunity for Emerging Managers

By: Morgan Holycross, Marketing Manager November 08, 2024

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Top 5 Reasons the Golden Field is Essential for Investment Sales Professionals

By: Morgan Holycross, Marketing Manager November 05, 2024

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October 2024 New Fund Launches

By: Dakota November 01, 2024

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Why Your Salespeople Are Ignoring Your CRM (And What You Can Do About It)

By: Morgan Holycross, Marketing Manager October 31, 2024

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Should Family Offices Bring Investment Expertise In-House? Here's What You Need to Know

By: Alex deMarco, Investment Research Analyst October 30, 2024

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How To Optimize Your Public Pension Fund Research

By: Morgan Holycross, Marketing Manager October 29, 2024

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MMI Annual Conference Highlights: Navigating the Future of Wealth Management

By: John Powers, Account Executive October 28, 2024

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5 Reasons Why You Should Upload Your Performance Data to Dakota Marketplace

By: Morgan Holycross, Marketing Manager October 24, 2024

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Investment RFPs Announced in September 2024

By: Dakota October 22, 2024

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September 2024 Public Plan Commitment Summary

By: Dakota October 17, 2024

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How to Leverage RIAs with Dakota Marketplace

By: Morgan Holycross, Marketing Manager October 15, 2024

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Emerging Manager Growth Show Discussion w/ Gui Costin + Tim Dolan

By: Morgan Holycross, Marketing Manager October 09, 2024

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Unlock More Meetings: Investment Sales Emails That Work

By: Gui Costin, Founder, CEO October 08, 2024

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September 2024 New Fund Launches

By: Dakota October 04, 2024