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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Hedge Fund Emerging Managers to Watch in 2026

By: Ryan Sterl, Investment Research Associate June 23, 2026

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How ETF Sales Teams Use 13F Data to Win Switch Business

By: Morgan Holycross, Marketing Manager June 23, 2026

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CRM vs. Data Platform: What's the Difference for Asset Managers?

By: Morgan Holycross, Marketing Manager June 23, 2026

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Top 10 Transactions (June 15 - 19, 2026)

By: Cate Costin, Marketing Associate June 23, 2026

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Top Family Offices Making Direct Investments: May 2026

By: Morgan Holycross, Marketing Manager June 23, 2026

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Top 5 Companies Likely to Transact (June 22, 2026)

By: Cate Costin, Marketing Associate June 22, 2026

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Investment Banks: May 2026 League Table

By: Ryan Sterl, Investment Research Associate June 22, 2026

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Law Firms: May 2026 League Table

By: Ryan Sterl, Investment Research Associate June 22, 2026

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Top 10 Sectors Family Offices Invest In: May 2026

By: Morgan Holycross, Marketing Manager June 22, 2026

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From 20 Minutes to 20 Seconds: How AI Is Changing Investor Research

By: Morgan Holycross, Marketing Manager June 22, 2026

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Top 10 New Form D Filings (June 14 - 20)

By: Cate Costin, Marketing Associate June 22, 2026

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APAC Fundraising Briefing 2026 | Key Insights

By: James Goodman, Head of International June 22, 2026

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Top 5 Companies Likely to Transact (June 18, 2026)

By: Morgan Holycross, Marketing Manager June 18, 2026

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How Dakota News Turns Cold Outreach Warmer in Investment Sales

By: Gui Costin, Founder, CEO June 18, 2026

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Top 10 RIAs Added to Dakota Marketplace (May 2026)

By: Sammy Wilson, Investment Research Associate June 18, 2026

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Top Venture Capital Emerging Managers to Watch in 2026

By: Ryan Sterl, Investment Research Associate June 18, 2026

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Dakota Recommends: Where to Stay, Meet, and Eat in Philadelphia

By: Cate Costin, Marketing Associate June 18, 2026

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Top 5 Companies Likely to Transact (June 17, 2026)

By: Morgan Holycross, Marketing Manager June 17, 2026