Top 5 Companies Likely to Transact (June 23, 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 | June 23, 2026

Closed-End Fund Distribution: How to Use 13F Data to Find Your Best RIA Prospects

A plain-English guide to identifying which RIAs are already buying closed-end funds — and how to...

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Morgan Holycross, Marketing Manager | June 23, 2026

What We Learned Today Using Claude With Data Connected from Dakota Marketplace (June 23, 2026)

AI tools like Claude and ChatGPT can now connect directly to databases… and for anyone working in...

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Ryan Sterl, Investment Research Associate | June 23, 2026

Hedge Fund Emerging Managers to Watch in 2026

Dakota tracked around $9 billion in hedge fund and liquid alternatives commitments from...

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Morgan Holycross, Marketing Manager | June 23, 2026

How ETF Sales Teams Use 13F Data to Win Switch Business

RIAs now hold nearly $4 trillion in ETF assets, representing 38.5% of total U.S. ETF assets,...

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Morgan Holycross, Marketing Manager | June 23, 2026

CRM vs. Data Platform: What's the Difference for Asset Managers?

Every asset manager hits the same question at some point: do we need a CRM, or do we need a...

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Cate Costin, Marketing Associate | June 23, 2026

Top 10 Transactions (June 15 - 19, 2026)

The private company data space is vast, fragmented, and often overwhelming. Deal sourcing teams are...

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