DakotaInsights

Reports & Ebooks

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 10 Funds to Watch: August 2026

By: Sammy Wilson, Investment Research Associate August 12, 2026

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How to Use Custom Lists in Your CRM to Improve Sales Efficiency

By: Morgan Holycross, Marketing Manager August 12, 2026

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How to Start Prospecting on Day One With Dakota's Popular Member Reports

By: Morgan Holycross, Marketing Manager August 12, 2026

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Top RIA And Family Office Job Changes: July 2026

By: Morgan Holycross, Marketing Manager August 12, 2026

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Top 5 Companies Likely to Transact (August 11, 2026)

By: Cate Costin, Marketing Associate August 11, 2026

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How Dakota Travels Greenwich: Client-Ready Places to Stay, Meet, and Eat

By: Cate Costin, Marketing Associate August 11, 2026

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13F vs N-PORT

By: Cate Costin, Marketing Associate August 11, 2026

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Top 10 Emerging RIA Aggregators to Watch: 2026 Guide

By: Dakota Insights August 11, 2026

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How to Benchmark Private Equity Fund Performance: A Step-by-Step Guide

By: Peter Harris, Investment Research Associate August 11, 2026

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Top 5 Companies Likely to Transact (August 10, 2026)

By: Cate Costin, Marketing Associate August 10, 2026

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How Investment Consultants Screen Managers on Performance

By: Chris LeRoy, Director of Investment Research August 10, 2026

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Which Private Fund Performance Metrics Matter Most to LPs?

By: Alex deMarco, Investment Research Analyst August 10, 2026

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13F vs. Form ADV: Which SEC Filing Tells You More About an RIA?

By: Morgan Holycross, Marketing Manager August 10, 2026

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How to Track Firms Currently Raising Capital in Dakota Marketplace

By: Morgan Holycross, Marketing Manager August 10, 2026

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Top Public Plan Commitments in July 2026

By: Dakota August 10, 2026