Morgan Holycross, Marketing Manager

Morgan Holycross is a Marketing Manager at Dakota.

More about Morgan Holycross, Marketing Manager

Blogs By Morgan Holycross, Marketing Manager

| May 29, 2025

Why Your CRM Isn’t Enough for Deal Sourcing

If you're part of a business development or origination team in private credit, chances are you’ve...

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| May 28, 2025

Private Fund Due Diligence Guide for Investment Teams

Due diligence – the necessary evil of private fund investing. It’s the part of the job that makes...

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| May 27, 2025

Dakota Marketplace on Salesforce: A CRM Advantage for Allocators

Let’s face it: private fund research isn’t just about finding the data, it’s about organizing it....

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| May 20, 2025

Why the First Two Minutes of Your Meeting Matter Most

You’ve done the work. You’ve nailed your city scheduling, sent out your carefully crafted cold...

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| April 24, 2025

How Emerging Managers Can Access the RIA Channel

Emerging managers often face the challenge of growing their businesses on limited budgets, and...

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| April 3, 2025

Best Practices When Selling Software to RIAs

If you’re in the business of fundraising, you already know that RIAs (Registered Investment...

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