Enhancing Investment Sales Team Efficiency with Dakota

How to Enhance Your Investment Sales Team Efficiency with Dakota Marketplace

How to Enhance Your Investment Sales Team Efficiency with Dakota Marketplace
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Fundraising is harder than ever.

Allocators are busier. Inboxes are flooded. Meeting competition is fierce. And every minute your team spends sorting through outdated spreadsheets or chasing bad emails is a minute you’re not building relationships and raising capital.

That’s the truth. 

And if your team is like most, you don’t have a pipeline problem. You have an efficiency problem.

That’s why we built Dakota Marketplace. The platform created for fundraisers, by fundraisers. It gives you the most accurate, complete, and up-to-date allocator data in the industry, so your team can focus on what actually moves the needle: meeting momentum and consistent outreach.

In this article, we’ll show you how to use Dakota Marketplace to increase productivity, streamline prospecting, and book more qualified allocator meetings.

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The Problem: Too Much Time Researching, Not Enough Time Selling

Most fundraising teams waste hours every week bouncing between LinkedIn, Google, Salesforce, Excel, old conference lists, and industry websites trying to identify the right allocator at the right firm.

The result?

  • Stalled outreach
  • Slow pipeline movement
  • Missed meeting opportunities
  • Burned time and burned-out teams

But here’s the good news: fundraising isn’t broken, your data is.

The Solution: Dakota Marketplace

Dakota Marketplace gives your team instant access to 400,000+ verified allocator contacts across:

  • Public pension funds
  • Corporate pensions
  • Endowments & foundations
  • RIAs
  • Consultants
  • Family offices
  • Investment platforms and OCIOs

With over 1,500 investment firms as customers, Dakota Marketplace is the fastest-growing allocator database in the industry. And because our own fundraising team uses it every day, the data is continuously updated and battle-tested.

Why Fundraisers Love Dakota Marketplace

Here’s how it boosts efficiency from day one:

  1. Find the Right Investors—Fast

Search by asset class, region, role, channel, mandate type, and AUM. In seconds, your team will know who to call, why they’re relevant, and how to reach them.

  1. Eliminate Bad Outreach

Allocator moves are tracked daily, so your team always has current titles and verified emails. No more messaging people who left the firm six months ago.

  1. Travel Smarter with Metro Search

Heading to Boston, Chicago, Dallas, or London? Use Marketplace to instantly build a meeting schedule by city and stack your days with qualified allocators.

  1. Save Hours Every Week

Zero wasted time searching across the internet. Everything your team needs—contacts, firm profiles, channel data, and investor activity—lives in one platform.

  1. CRM Integration

Push contacts and activity straight into Salesforce or HubSpot to keep your pipeline tight and centralized.

The Dakota Difference: Built by People Who Raise Money Too

Unlike traditional data providers, Dakota isn’t a software company pretending to understand fundraising. We are fundraisers.

  • $40+ billion raised since 2006
  • 15,000+ allocator meetings booked by our internal team
  • 20-year proven sales process behind the platform

Dakota Marketplace isn’t just about data — it’s about execution and pipeline creation. You get the contacts, but you also get the strategy that drives results.

Ready to see it in action? Stop searching. Start fundraising. Book a demo of Dakota Marketplace today.

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Written By: Morgan Holycross, Marketing Manager

Morgan Holycross is a Marketing Manager at Dakota.