We know that choosing an institutional investor or company database is a big decision. For many people in the investment industry, the word “database” has a bad reputation… often associated with outdated contacts, incomplete coverage, and overwhelming spreadsheets of information that don’t actually move your business forward.
But here’s the reality: if your team is spending more time trying to track down prospects and figure out who to call, rather than setting up meetings and closing opportunities, the right database can change everything. A platform that helps you narrow down your total addressable market in one shot is not just helpful, it’s essential.
That’s why we built dakota marketplace. Originally created by our own fundraising team, a team that has raised more than $40 billion since 2006, marketplace was designed to solve the exact challenges investment salespeople face every day.
We know the pain points of raising capital because we’ve been there ourselves. That’s why accuracy, transparency, and real-time updates are at the core of everything we do.
Still, subscribing to a database is only the first step. Too often, firms sign on and then feel overwhelmed, under-supported, or unsure how to get real value from the platform. We built our customer experience differently. From day one, you’re set up to make the most of dakota marketplace.
Here’s what you can expect once you sign a contract.
A Smooth Onboarding Process
Getting started with a new platform shouldn’t feel overwhelming. From day one, our Customer Success team walks you through a step-by-step onboarding process designed to get your team up and running quickly. We’ll help you set up users and show you how to build targeted lists that match your team’s fundraising or deal sourcing priorities.
Training and Adoption
Subscribing to a database only matters if your team actually uses it. That’s why we put such a strong emphasis on training and adoption. You’ll receive personalized training sessions, best-practice resources, and ongoing guidance as new features are released.
Whether it’s leveraging allocator data to raise capital, monitoring private company activity for deal origination, or using AI-powered search to speed up research, we’ll make sure you’re confident putting marketplace to work every day.
An Ongoing Partnership
Your subscription doesn’t end once you’re onboarded. That’s just the beginning.
Our Customer Success team checks in regularly, shares new tips tailored to your workflow, and makes sure you know about the latest product enhancements. And if you ever hit a roadblock, our support team is just a call or email away.
We view every customer as a partner, and our goal is simple: to help you get measurable results from dakota marketplace. That means more meetings, stronger relationships, and ultimately, more capital raised or deals closed.
Access to Up-To-Date, Accurate Data
One of the biggest frustrations with most databases is stale or incomplete information. That’s not the case with dakota marketplace. Our team updates allocator, fund, company, and contact information every day to make sure you always have the most accurate data available. From institutional investors and RIAs to private company coverage and GP insights, you can trust that the people you’re reaching out to are the right ones.
Value-Added Content
Your subscription also includes more than just data. Through Dakota Live!, Sales Coaching, Emerging Manager Growth Shows, and dakota cocktail events, you’ll gain direct insight from decision-makers across the investment industry. These conversations go beyond what you see in the database, helping you understand allocator perspectives, current market trends, and what’s shaping fundraising and deal sourcing today.
See the Value for Yourself
Your subscription is more than just access to data. It’s a relationship with a team that understands the challenges of raising capital and sourcing deals because we’ve done it ourselves. With dakota marketplace, you can expect a partner committed to your success from day one.
Book a demo to see how dakota marketplace can transform the way your team raises capital and sources deals!
