Morgan Holycross, Marketing Manager

Morgan Holycross is a Marketing Manager at Dakota.

More about Morgan Holycross, Marketing Manager

Blogs By Morgan Holycross, Marketing Manager

| March 27, 2025

The Best RIA Software to Generate Leads

If you’re in investment sales, you already know that targeting Registered Investment Advisors...

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| March 13, 2025

Qualitative Due Diligence in Private Markets: Why It’s Essential for Investors

Sure, performance metrics, fund size, and historical returns are essential. But if you’re making...

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| February 27, 2025

Why Finding Qualified Prospects for Fundraising Matters

Let’s be honest – fundraising is hard. No matter how long you’ve been in the game, it can feel like...

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| February 20, 2025

Top 5 Challenges in Private Fund Investing - and How dakota mesearch Solves Them

Let’s be real: private fund investing can feel like herding cats while juggling chainsaws. You’re...

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| February 13, 2025

The 10 Best CRMs for Investment Firms to Consider in 2025

CRMs are the backbone of any investment firm. In fact, at Dakota we like to say, “If it’s not in...

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| February 4, 2025

Why Salesforce Is the Ultimate CRM for Investment Sales

Let’s face it – logging meetings into Salesforce isn’t exactly the most exciting part of...

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