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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Top 100 RIA Firms 2020

By: Tim Dolan, Vice President, Institutional Sales October 24, 2020

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3 Benefits of an Institutional Investor Database

By: Rob Robertson, President of dakota marketplace October 23, 2020

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dakota marketplace: What to Expect From Your Subscription

By: Morgan Holycross, Marketing Manager October 20, 2020

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The 44 Most Common ESG, D&I, and Pandemic RFP Questions

By: Tracy Rogers, Chief Administrative Officer October 20, 2020

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5 Tips for Sales Success Without Conferences and Travel

By: Dan DiDomenico, President October 14, 2020

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Two Sales Tools That Help Streamline Meetings

By: Nick Butz, Vice President, Institutional Sales October 13, 2020

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Institutional Investor Databases: Common Contract FAQ's

By: Tim Brown, Chief Financial Officer October 07, 2020

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3 Email Tips that Drive Engagement and Help Land Meetings

By: Dan DiDomenico, President October 05, 2020

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Top 10 RIA Firms in the Washington, D.C. Metro Area

By: Tim Dolan, Vice President, Institutional Sales October 01, 2020

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Top 10 RIA Firms in the Denver Metro Area

By: Tim Dolan, Vice President, Institutional Sales October 01, 2020

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Institutional Investor Data: 3 Best Tools to Keep It Up-to-Date

By: Tim Mitchell, Director of IT September 30, 2020

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How Does An Institutional Investment Firm Benefit From a CRM?

By: Gui Costin, Founder, CEO September 24, 2020

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How to Launch a Mutual Fund: 5 Questions to Ask Before You Act

By: Gui Costin, Founder, CEO September 23, 2020

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How to Plan a Live Event or Webinar: 4 Tips for Success

By: Gui Costin, Founder, CEO September 16, 2020

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Starting an RFP? These Are the Top 80 Questions You Need to Answer

By: Tracy Rogers, Chief Administrative Officer September 14, 2020

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Dakota Marketplace Frequently Asked Questions

By: Gui Costin, Founder, CEO September 01, 2020

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Launching a Mutual Fund? Top Series Trust Providers to Consider

By: Gui Costin, Founder, CEO August 27, 2020