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....

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Morgan Holycross, Marketing Manager | April 30, 2026

What Is Linking & Syncing for DealCloud? How Dakota Handles the Heavy Lifting

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

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Cate Costin, Marketing Associate | April 30, 2026

Top 10 Financial Advisors in Miami

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

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Morgan Holycross, Marketing Manager | April 29, 2026

Top 5 Companies Likely to Transact (Apr 29, 2026)

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

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Peter Harris, Investment Research Associate | April 29, 2026

Top 10 Venture Capital Firms Investing in Biotech

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

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Dakota | April 29, 2026

Stabilized and Selective: How Infinity Capital Partners Is Capturing the CRE Credit Opportunity

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

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Morgan Holycross, Marketing Manager | April 29, 2026

How Dakota Benchmarks Turn Performance Data Into Decisions

A 15% net IRR can be top quartile or median depending entirely on the peer group it's measured...

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