How to Raise Capital in the Middle East: A Guide for Fundraisers

If you’ve been in fundraising long enough, chances are you’ve either considered raising capital in...

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Morgan Holycross, Marketing Manager | May 29, 2025

Why Your CRM Isn’t Enough for Deal Sourcing

If you're part of a business development or origination team in private credit, chances are you’ve...

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Morgan Holycross, Marketing Manager | May 28, 2025

Private Fund Due Diligence Guide for Investment Teams

Due diligence – the necessary evil of private fund investing. It’s the part of the job that makes...

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Morgan Holycross, Marketing Manager | April 3, 2025

Best Practices When Selling Software to RIAs

If you’re in the business of fundraising, you already know that RIAs (Registered Investment...

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Morgan Holycross, Marketing Manager | April 1, 2025

How CRMs for Asset Managers Streamline Relations and Boost Productivity

In the investment world, time is everything. Whether you’re an emerging fund manager, institutional...

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Morgan Holycross, Marketing Manager | February 27, 2025

Why Finding Qualified Prospects for Fundraising Matters

Let’s be honest – fundraising is hard. No matter how long you’ve been in the game, it can feel like...

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Morgan Holycross, Marketing Manager | February 13, 2025

The 10 Best CRMs for Investment Firms to Consider in 2025

CRMs are the backbone of any investment firm. In fact, at Dakota we like to say, “If it’s not in...

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