Dakota Marketplace Cate Costin, Marketing Associate | April 30, 2026

How to Structure Your CRM for Investment Sales: A Framework for TAM Coverage

Most investment sales teams know they should be using a CRM. Far fewer are using it the right way....

If your firm has been using DealCloud for any length of time, you have already done a lot of work...

Dakota Marketplace Cate Costin, Marketing Associate | April 30, 2026

For investment firms and asset managers selling into the wealth channel, Miami is not a secondary...

Dakota Marketplace Peter Harris, Investment Research Associate | April 29, 2026

New York City is the global center of finance and one of the most important hubs for private equity...

Dakota Marketplace Morgan Holycross, Marketing Manager | April 29, 2026

Tracking when private companies are nearing a sale, recap, or financing event has always been a...

Dakota Marketplace Peter Harris, Investment Research Associate | April 29, 2026

Dakota Private Markets is a highly curated database of GPs, Funds, Private Companies, Performance...

Dakota Marketplace Dakota | April 29, 2026

In this Dakota Insights interview, Chris LeRoy and Alex deMarco sit down with Ben Easterlin,...