Products
Data Sets
Integrations
Services
When you finally land a meeting with an allocator, your pitch has to deliver. The way you tell your story, how you frame it, sequence it, and communicate it, can be the difference between walking away with a follow-up or walking away empty-handed.
That’s why Core Principle #3 of The Dakota Way is: Becoming a Master Messenger.
It’s not just about having a strong product. It’s about telling the right story, the right way, to the right audience. And to do that well, you need more than confidence, you need context.
Too often, manager presentations are seen as just another sales deck. But for investment sales professionals, they’re something more: a window into the competitive landscape.
They show you:
What your competitors are saying
How they’re pitching their strategies
What allocators are already seeing in the market
Without this insight, you’re flying blind.
Allocators are constantly comparing… not in theory, but in real time. Your pitch isn’t evaluated in isolation; it’s stacked up against dozens (sometimes hundreds) of others. If you don’t know what else is being said, you risk blending in. Or worse, missing the mark entirely.
Here’s the challenge: manager presentations aren’t exactly easy to come by.
They’re scattered across outdated websites, buried in email threads, or shared in passing. Most fundraisers don’t have time to chase them down, so they pitch without knowing how their story stacks up.
But when you do have access, these decks become a powerful tool for:
Benchmarking your pitch: See how your competitors position themselves and find opportunities to differentiate.
Refining your messaging: Understand which narratives are overused — and where you can carve out space.
Staying relevant: Strategies evolve, and so does the language around them. Staying current means staying competitive.
Despite their value, the reality is that manager presentations are hard to access. Most fundraisers face the same issues:
No central source: Presentations are scattered and inconsistent.
Time-intensive: Tracking them down takes time away from higher-impact activities.
Limited scope: Even when you find a few, they rarely offer the full picture.
That leaves most professionals guessing… hoping their message stands out, without knowing what allocators have already heard.
dakota marketplace changes the game.
Instead of chasing presentations down one by one, dakota marketplace gives you centralized access to thousands of manager decks… searchable, up to date, and in one place.
That means you can quickly see:
What other managers are saying
How they’re structuring their presentations
What allocators are already reviewing
It’s the kind of insight that lets you walk into every allocator meeting with confidence, because you know your pitch is built to stand out.
When you use dakota marketplace, you get more than convenience. You get an edge.
Competitive Intelligence: See the full landscape, not just your corner of it.
Time Back: Spend less time searching, more time refining and meeting.
Sharper Messaging: Tune your story with real-world, real-time examples.
Allocator Alignment: Deliver a pitch that meets allocators where they are, and gives them a reason to remember you.
Manager presentations aren’t just for allocators, they’re one of the most valuable tools a fundraiser can use to improve their pitch and drive better outcomes.
Book a demo of dakota marketplace to explore all our manager presentations with ease!
Written By: Morgan Holycross, Marketing Manager
Morgan Holycross is a Marketing Manager at Dakota.
How Can Manager Presentations Help You Win More Allocator Meetings?
September 02, 2025
Singapore Fundraising Briefing 2025 | Key Insights
August 21, 2025
Germany Fundraising Briefing 2025 | Metro-Area Insights
August 20, 2025
How to Access 401(k) Plan Consultants
August 19, 2025
Finding the AI Sweet Spot in Investment Intelligence
August 14, 2025
925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481
© Dakota 2025 | Terms of Use | Privacy Policy
