10 Investment Sales Lessons for the Solo Fundraiser in the AI Era

Allocators are still taking meetings. Cold emails still get opened. Cities still need to be worked....

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Gui Costin, Founder, CEO | May 28, 2026

How We Turned Our Slack Channels Into an Intelligence Asset with Claude

Tuesday was W Day, our monthly offsite of what’s working and what’s not working. The theme was:...

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Morgan Holycross, Marketing Manager | May 7, 2026

Top 5 Reasons Cold Outreach Works in the RIA Market

The most common thing we hear from managers who are new to the RIA market is that cold outreach...

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Morgan Holycross, Marketing Manager | May 7, 2026

Top 10 Questions to Ask When Qualifying a Family Office Prospect

Walking into a family office conversation without a qualifying framework is one of the most common...

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Morgan Holycross, Marketing Manager | May 4, 2026

What's New in Dakota Marketplace (April 2026)

Fundraising is hard. Dakota makes it easier. At Dakota, our mission is simple: make fundraising...

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Cate Costin, Marketing Associate | May 1, 2026

How Dakota Travels LA: Client-Ready Places to Stay, Meet, and Eat

Business travel leaves little room for error, especially in relationship-driven markets. When...

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Morgan Holycross, Marketing Manager | April 30, 2026

List Match In Dakota Marketplace: Upload Any List, Match It in Minutes

Every fund manager has a stack of lists sitting outside Dakota Marketplace. Conference attendee...

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