Dakota Insights

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5 of the Best Investment Sales Training Programs to Kick Off 2023

By: Gui Costin, Founder, CEO November 03, 2021

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3 Tips for Presenting to a Public Pension Board

By: Gui Costin, Founder, CEO October 28, 2021

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3 Ways to Establish a Growth Mindset Across Your Investment Sales Team

By: Gui Costin, Founder, CEO October 15, 2021

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How to Write an Effective Investment Sales Email That Gets the Meeting

By: Tim Dolan, Vice President, Institutional Sales October 15, 2021

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The 3 Types of Metrics That Will Drive CRM Adoption Across Your Investment Sales Team

By: Gui Costin, Founder, CEO October 06, 2021

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7 Common Mistakes Investment Salespeople Make — And How to Fix Them

By: Gui Costin, Founder, CEO September 24, 2021

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The Top 13F Filing Databases: Whalewisdom vs. Opportunity Hunter vs. SEC-API

By: Gui Costin, Founder, CEO September 24, 2021

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The 8 Best CRMs for Private Equity Firms

By: Gui Costin, Founder, CEO September 17, 2021

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The 6 Best Email Platforms for Investment Firms

By: Gui Costin, Founder, CEO September 17, 2021

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20+ Reasons to Start Your Career in SaaS Sales

By: Gui Costin, Founder, CEO September 10, 2021

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The Largest Public Pension Allocations to Private Equity by Consultant in 2021

By: Gui Costin, Founder, CEO September 09, 2021

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The Largest Public Pension Allocations to Equities by Consultant in 2021

By: Gui Costin, Founder, CEO September 09, 2021

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The Largest Public Pension Allocations to Private Real Estate by Consultant in 2021

By: Gui Costin, Founder, CEO September 02, 2021

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The Largest Public Pension Allocations to Private Credit by Consultant in 2021

By: Gui Costin, Founder, CEO September 02, 2021

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The 9 Largest Public Pension Allocations to Hedge Funds in 2021

By: Gui Costin, Founder, CEO August 27, 2021

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The 10 Largest Public Pension Allocations to Private Credit in 2021

By: Gui Costin, Founder, CEO August 27, 2021

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The Top 10 Largest Public Pension Allocations to Private Real Estate of 2021

By: Gui Costin, Founder, CEO August 20, 2021

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The Top 10 Largest Public Pension Allocations to Private Equity of 2021

By: Gui Costin, Founder, CEO August 20, 2021

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How to Hire, Train, Lead, and Manage for Real Success in the RIA Industry

By: Gui Costin, Founder, CEO August 13, 2021

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The Cost of Not Keeping Up-to-Date on Institutional Investment Mandates

By: Morgan Holycross, Marketing Manager August 06, 2021

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Fundraising is hard. Deal Sourcing is hard. Dakota’s data makes both easier.

5 of the Best Investment Sales Training Programs to Kick Off 2023

3 Tips for Presenting to a Public Pension Board

3 Ways to Establish a Growth Mindset Across Your Investment Sales Team

How to Write an Effective Investment Sales Email That Gets the Meeting

The 3 Types of Metrics That Will Drive CRM Adoption Across Your Investment Sales Team

7 Common Mistakes Investment Salespeople Make — And How to Fix Them

The Top 13F Filing Databases: Whalewisdom vs. Opportunity Hunter vs. SEC-API

The 8 Best CRMs for Private Equity Firms

The 6 Best Email Platforms for Investment Firms

20+ Reasons to Start Your Career in SaaS Sales

The Largest Public Pension Allocations to Private Equity by Consultant in 2021

The Largest Public Pension Allocations to Equities by Consultant in 2021

The Largest Public Pension Allocations to Private Real Estate by Consultant in 2021

The Largest Public Pension Allocations to Private Credit by Consultant in 2021

The 9 Largest Public Pension Allocations to Hedge Funds in 2021

The 10 Largest Public Pension Allocations to Private Credit in 2021

The Top 10 Largest Public Pension Allocations to Private Real Estate of 2021

The Top 10 Largest Public Pension Allocations to Private Equity of 2021

How to Hire, Train, Lead, and Manage for Real Success in the RIA Industry

The Cost of Not Keeping Up-to-Date on Institutional Investment Mandates

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