Let’s face it: private fund research isn’t just about finding the data, it’s about organizing it.
You’ve got notes from calls, insights from meetings, reports to run, and updates to track. Somehow, all these pieces of information have to come together into a clear picture for your due diligence. But more often than not, it feels like you’re playing a game of hide-and-seek with your own research.
That’s why we chose to build Dakota Research on Salesforce. It solves real problems for allocators like you.
Imagine this: What if you could take notes directly on the platform while researching a fund? What if those notes automatically stayed tied to the correct account, ready to reference whenever you need them? And what if you could generate reports with just a few clicks, no complicated processes required?
With Dakota Research, this isn’t just wishful thinking – it’s reality.
In this article we’re reviewing the key benefits of having Dakota Research built on Salesforce and how it simplifies private fund research, note-taking, and reporting. By the end, you’ll see why this foundation isn’t just a feature – it’s a game-changer for your workflow.
Take Notes Where It Matters Most
If you’ve ever scribbled down meeting notes only to misplace them later, you know the frustration of keeping track of insights during private fund research. Sticky notes get lost. Spreadsheets become overwhelming. And by the time you find the right information, the moment has passed.
With Dakota Research, note-taking happens right where it should: on the platform. You can jot down observations, meeting summaries, or key questions as you go, and those notes will stay tied to the designated accounts.
For example, if you’re researching a private equity fund, you can add notes directly to the fund manager’s profile. When it’s time to revisit the account, everything you need is already organized and waiting for you. No more scavenger hunts, just easy access to the insights that matter.
Run Reports with Ease
Reports are the backbone of private fund research. Whether you’re evaluating fundraising timelines, comparing strategies, or preparing insights for a meeting, you need reports that are fast, accurate, and customizable.
Thanks to Salesforce’s intuitive interface, Dakota Research makes reporting effortless. You can:
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Create detailed reports tied to specific funds, sectors, or fundraising periods.
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Customize your filters to focus on what matters most, such as fund size or geographic focus.
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Save and share reports with your team, keeping everyone in the loop without duplicating work.
Even if you’re not a Salesforce expert, the platform’s user-friendly design ensures that you can run professional-grade reports in just a few clicks.
Stay Organized and Streamline Your Workflow
One of the biggest challenges in private fund research is keeping everything organized. Notes get lost, updates fall through the cracks, and collaboration often feels more like a guessing game than a coordinated effort. Add in the juggling act of managing data across multiple tools, and it’s a recipe for inefficiency.
Dakota Research, built on Salesforce, solves these problems by keeping everything connected and in one place. Fund profiles, qualitative insights, and your notes are all tied directly to the relevant accounts. Whether you’re tracking fundraising activity, adding follow-up reminders, or reviewing updates, it’s all seamlessly integrated into your workflow.
Imagine this: You’ve just had a call with a fund manager and taken detailed notes. Weeks later, your colleague needs a quick update. Instead of digging through emails or shared drives, they log into Dakota Research, access the account, and instantly see your notes. This streamlined approach not only saves time but also reduces errors, helping you focus on analysis instead of logistics. That’s the power of having everything in one place.
Start Leveraging Dakota Research
Private fund research isn’t static. As your team expands, your needs will evolve. You might start tracking more funds, managing more accounts, or collaborating with a larger team – and you need tools that can grow with you.
That’s where Dakota Research shines. Whether you’re adding new users, customizing workflows, or expanding your research focus, the platform adapts effortlessly to fit your needs. It’s more than just a research tool – it’s a foundation for your team’s success, designed to save you time, keep you organized, and make your process as efficient as possible.
To explore more information on private funds, book a demo of Dakota Research today.
