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eBook

The Ultimate Guide to Video for Investment Firms

By: Gui Costin

January 17, 2022

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eBook

The Ultimate Guide to Video for Investment Firms

Have you struggled to create truly meaningful videos in the past? Have you been told time and again that the world is moving to video? Are you just looking for a little guidance on how to get started?

If you answered yes to any of the above, this eBook is for you. 

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eBook

The Investment Firm's Guide to CRM Adoption

By: Gui Costin

December 15, 2021

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eBook

The Investment Firm's Guide to CRM Adoption

Struggling to get your investment sales team to adopt a CRM? This eBook will give you the measurable steps you can take to ensure that your team implements and adopts a CRM. 

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eBook

December Public Pension Meeting Notes

By: Gui Costin

January 3, 2022

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eBook

December Public Pension Meeting Notes

This eBook is a compilation of December's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.  

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Are you frustrated by traditional institutional investor lists?

  • Are you struggling to connect with the right allocators for your asset class?
  • Do you feel like you’re wasting your time on dead ends, and wish there was a true inside source for investment sales leads?
  • Do you find databases to be incomplete, inaccurate, and difficult to use?

Dakota Live connects investment sales teams with allocators, and creates the content your team needs to do informed outreach to allocators in your asset class.

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