Why Salesforce Is the Ultimate CRM for Investment Sales

Let’s face it – logging meetings into Salesforce isn’t exactly the most exciting part of...

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Gui Costin, Founder, CEO | January 30, 2025

The 18 Month Clock - And How to Avoid It

In investment sales, fundraisers often face what I call the “Problem of Eighteen Months.” New hires...

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Morgan Holycross, Marketing Manager | January 29, 2025

5 Time-Consuming Research Tasks That dakota marketplace Automates

Let’s be honest: researching private funds can feel like trying to juggle flaming torches while...

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Gui Costin, Founder, CEO | January 28, 2025

Measuring Progress Effectively: How the Golden Field and Penetration Report Keep Leadership Aligned

Let’s talk about one of the seven deadly sins of investment sales: showing up to a meeting with...

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Morgan Holycross, Marketing Manager | January 23, 2025

How Emerging Managers Can Succeed with Public Pension Funds

Emerging managers often face the challenge of growing their businesses on limited budgets, and...

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Dakota | January 22, 2025

Consultant Led Private Credit Allocations in Q4 2024

Institutional investors across the U.S. have maintained a strong focus on private credit...

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Dakota | January 21, 2025

Investment RFPs Announced in December 2024

The last month of 2024 saw a considerable number of RFPs issued by institutional investors across...

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