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Dakota Marketplace 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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Dakota Marketplace 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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Dakota Marketplace 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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Dakota Marketplace Cate Costin, Marketing Associate | April 28, 2026

10 Investment Sales Lessons That Are Closing Business Right Now

Allocators are taking meetings right now. They want ideas. The salespeople following a real process...

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Sales Best Practices Morgan Holycross, Marketing Manager | April 3, 2026

Does Dakota Have a Salesforce Integration?

Investment firms run into the same Salesforce problem. The data goes stale. The sales team stops...

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Dakota Marketplace Morgan Holycross, Marketing Manager | April 3, 2026

What's New in Dakota Marketplace (March 2026)

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

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

10 Investment Sales Rules That Actually Work

In the March 2026 edition of The Dakota Way Sales Coaching, Gui Costin, Founder and CEO of Dakota,...

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