How much does Dakota Live! Cost?

If you’re an investment sales person, you know that there is nothing more valuable than insights into an account before meeting with them. However, finding that insight, or even finding the people to give you those insights, can feel extremely difficult. 

Having a consistent source of insight and information into how certain investment allocators are set up and invested before calling on them is the first step to building those relationships.

Our team has been raising capital since 2006, and in that time, we’ve raised over $35B. We did it through countless hours of research, figuring out exactly who to call on, how they invest, and what product structures and asset classes they invest in. At Dakota, we’ve made it our mission to create the premier resource for other industry professionals who are out there raising capital every day just like us. 

In 2018, we decided to bring that industry knowledge to life in the form of the Dakota Live! Call.

The Dakota Live! Call is a weekly call that provides insights and information about investment allocators for investment sales professionals. 

Think of Dakota Live! Calls like book reviews for investment allocators: a highlight reel of information, written and produced by eight investment sales professionals. The insights provided on every call come right from the source. The goal is to short circuit the work an investment sales professional has to do before making a sales call. 

In this article, we’ll outline how much Dakota Live! Call costs and the value it provides. You’ll have a good understanding of what makes Dakota Live! so valuable. To understand the full value though you’ll want to listen to one to see the detail each call goes into to provide deep insights to investment allocators. 

We can promise that by the end of this article, you’ll have a sense of how much Dakota Live! Costs, and how it can save your team time and effort researching who to call on.

Four options to join the Dakota Live! Call

There are four options for joining the Dakota Live! Call: a free, introductory call for non-members, and a three-tiered approach for Dakota members. 

Each tier comes with increased access to the Dakota Live! Calls, pre- and post-call notes, and our accompanying software platform, Dakota Marketplace.

The Dakota Live! Call for non-members

What you have access to as a non-member

We know it’s hard to believe product creators when they say they have a truly transformative product.  Let’s face it, we’ve all seen one too many “As Seen on TV” ads promising to change our lives — which is why we invite non-members to join our Dakota Live! Calls. 

We believe you have to experience the call to see its ability to deliver insights and information that can be extremely useful to your sales team, and we want to give you the chance to do just that.

With this initial call, you’ll see firsthand how we deliver insights and information on specific investment allocators, how their platforms are set-up, what asset classes and product structures they invest in and who the proper people are to reach out to.

Each call contains 100% original content obtained and presented by our own investment sales team, and includes four key things:

  • Interview with a leading Allocator (CIO, Director of Research)
  • A review of the Institutional Investors in a city (ex. Boston, NYC)
  • A deep analysis of two key Accounts 
  • An overview of call notes, searches, personnel changes, and new RIAs found

The Dakota Live! Call helps you learn new information, provides access to new leads, as well as helps you keep a finger on the pulse of industry changes as they occur. 

What does Dakota Live! cost for non-members?

We invite non-members to listen to a couple of Dakota Live! Calls for  free to get a better sense of the Dakota Live! Call and how it might help their firm. 

Who is this tier right for?

The Dakota Live! Call for non-members is perfect for introducing yourself and your firm to the Dakota way of thinking, and all of the experience offered on each call.

Dakota Live! Starter Edition 

Just like the free version above, each call contains 100% original content obtained and presented by our own investment sales team, and includes four key things:

  • Interview with a leading Allocator (CIO, Director of Research)
  • A profile of the Institutional Investors in a city (Boston, NYC)
  • A deep analysis of two key Accounts 
  • An overview of call notes, searches, personnel changes, and new RIAs found

What you have access to with the Starter Edition

  • 12 Dakota Live! Calls Annually. Choose any twelve calls (general or alternative) to listen to, and you will receive a recording of the call, the full post-call notes, and a transcript of the call.
  • Abridged Post Call Notes of all 52 Dakota Live! Calls Annually. 
  • Dakota Conference Special Pricing

What does the Dakota Live! Starter Edition cost?

This tier is $240/month, and includes unlimited licenses. 

Who is this tier right for?

The Dakota Live! Starter Edition Is a fit for investment sales professionals who want access to specific Dakota Live! Calls as needed. Because you will have access to an abridged version of all fifty-two versions of the post-call notes, it’s a great option for anyone who wants to review some of the highlights of the call on an as-needed basis.

The Dakota Live! Tier

Like the start edition above, each call contains 100% original content obtained and presented by our own investment sales team, and includes four key things:

  • Interview with a leading Allocator (CIO, Director of Research)
  • A profile of the Institutional Investors in a city (Boston, NYC)
  • A deep analysis of two key Accounts 
  • An overview of call notes, searches, personnel changes, and new RIAs found

What you have access to with the Dakota Live! tier

  • 26 Dakota Live! Calls. Listen to all of the general calls as they occur, and you will receive a recording of the call, the full post-call notes, and a transcript of the call.
  • 26 Dakota Live! Calls for Alternatives. Listen to all of the alternative calls as they occur, and you will receive a recording of the call, the full post-call notes, and a transcript of the call.
  • All Prior Dakota Live! Calls
  • Dakota Live! Plus
  • Dakota Conference Special Pricing

What does the Dakota Live! Tier cost?

This tier is $480/month, and includes unlimited licenses. 

Who is this tier right for?

This tier is for anyone who wants access to all of Dakota Live! Content, past and present. This tier gives you access to all of the Dakota Live! Calls, both general and Alternatives, as well as all of the pre- and post-call notes and transcripts to review after the call ends. 

Dakota Marketplace: Investment Allocator Software Tier

Just like the tiers above, each call contains 100% original content obtained and presented by our own investment sales team, and includes four key things:

  • Interview with a leading Allocator (CIO, Director of Research)
  • A profile of the Institutional Investors in a city (Boston, NYC)
  • A deep analysis of two key Accounts 
  • An overview of call notes, searches, personnel changes, and new RIAs found

This tier is designed to take your outreach to the next level by combining the insights and relationships of the Dakota Live! Calls with Dakota Marketplace, a unique software platform designed for investment sales people, by investment sales people. 

What you have access to with the Dakota Marketplace tier

  • All Dakota Live! Features
  • Dakota Marketplace Software:
    • Accounts & Contacts
    • Account Descriptions
    • Active searches
    • All Dakota Content
    • Google Maps integration
  • Dakota Conference Special Pricing

What does the Dakota Marketplace tier cost?

This tier is $995/month, and includes two user licenses. Each additional user is an additional $100/month.

Who is this tier right for?

This tier is perfect for institutional investment sales teams who want to capitalize on insights and information on investment allocators through easy access to all the Dakota Live! Content. Dakota Marketplace combines the power of the weekly Dakota Live! Calls with a software platform that ensures that your accounts and contacts  are always fresh and up-to-date. This allows you to learn a lot about an account before calling them and to stop spending your time researching and start setting meetings. 

Which Dakota Live! tier is right for you?

This can depend on the size and budget of your firm, as well as how many users who need access to the calls. However, we’ve seen firms of all sizes succeed with Dakota Live!

If you’re new to Dakota Live! and want to experience what is covered on each call and how it might benefit your firm, the initial, free call is a great first step. 

If you’re a smaller firm and everyone wants access to the Dakota Live! Calls as they pertain to your needs, the Starter Edition is a great option. 

However, if you want consistent access to all Dakota Content, the Dakota Live! Tier offers just that for unlimited users — giving everyone in your firm access to all calls past and present. 

Finally, if you’re looking to save time and put the information covered on the Dakota Live! Calls to use, the Dakota Marketplace tier might be the best fit for you. 

If you’re ready to take the first step, register for the next Dakota Live! Call, and see what it’s all about. 

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