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 Public Plan Commitments in October 2026

By: Dakota November 10, 2026

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How to Find Who Holds Your ETF’s Peers Using the ETF Peer Tracker

By: Morgan Holycross, Marketing Manager November 10, 2026

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Top Private Equity Sponsors Fueling RIA Consolidation in Q3 2026

By: Cate Costin, Marketing Associate November 10, 2026

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Top European Wealth Deals Reshaping Allocator Access

By: Cate Costin, Marketing Associate November 10, 2026

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8 Snowflake Best Practices for Investment Firms

By: Cate Costin, Marketing Associate November 10, 2026

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Where Private Equity Capital Is Going by Sector: Tech, Healthcare, and Industrials

By: Cate Costin, Marketing Associate November 10, 2026

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The Top 10 Preferred Stock ETFs Held by RIAs

By: Morgan Holycross, Marketing Manager November 10, 2026

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Where Healthcare Private Equity Capital Is Going

By: Cate Costin, Marketing Associate November 10, 2026

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Top Quartile on TVPI, Median on Net IRR: What It Means for Your Fund

By: Cate Costin, Marketing Associate November 10, 2026

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The Top 10 Multi-Asset ETFs Held by RIAs

By: Morgan Holycross, Marketing Manager November 09, 2026

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Top 10 New Form D Filings (November 2 - 6)

By: Cate Costin, Marketing Associate November 09, 2026

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Top RIA Channel Updates in October 2026

By: Dakota November 09, 2026

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How to Trace a GP’s Track Record Across Fund Series, From Fund I to Today

By: Cate Costin, Marketing Associate November 09, 2026

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The Top Investment RFPs Announced in October 2026

By: Dakota November 09, 2026

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8 Databricks Best Practices for Investment Firms

By: Morgan Holycross, Marketing Manager November 09, 2026

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AMD to Acquire Taalas for $2.9 Billion

By: Sammy Wilson, Investment Research Associate November 09, 2026

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How to Raise Capital from UK Charities: 2026 Guide

By: James Goodman, Head of International November 09, 2026

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Net IRR or TVPI: Which Should You Look at First?

By: Sammy Wilson, Investment Research Associate November 09, 2026