Platform
Products
Services
- Dakota Funds
Features
Integrations
- Salesforce
- Hubspot
- Backstop
- Intapp DealCloud
- Snowflake
- Dynamo
- Altvia
- Pinnakl
- APIs
Data Partners
- Partner Network
Data
Allocator Intelligence
International
Alternative Channels
Market Intelligence
Who We Serve
Investment Firms
Professional Services
Technology
- Software Companies
- Wealth Tech Companies
Resources
Learn
Connect
Company
Company
Community
MP Login
Talk to an Expert

Book a Demo

Dakota Marketplace 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...

Read More

Popular Posts

Top 10 Family Offices in Singapore: 2026 Guide

June 1, 2026

Top 10 Family Offices in the UAE: 2026 Guide

August 3, 2026

Top 10 Private Equity Firms in Boston: 2026 Guide

September 9, 2026

Top 10 Family Offices in Switzerland: 2026 Guide

May 4, 2026

Sales Best Practices Morgan Holycross, Marketing Manager | February 4, 2025

Why Salesforce Is the Ultimate CRM for Investment Sales

Let’s face it – logging meetings into Salesforce isn’t exactly the most exciting part of...

Read More

Sales Best Practices Gui Costin, Founder, CEO | January 30, 2025

The 18 Month Clock - And How to Avoid It

In investment sales, fundraisers often face what I call the “Problem of Eighteen Months.” New hires...

Read More

Sales Best Practices Gui Costin, Founder, CEO | January 14, 2025

Asking the Two Tough Questions - Why the Follow-Up Should Happen During the Meeting

Let’s be honest. Nobody likes awkward moments in meetings. The “let’s circle back” line. The silent...

Read More

Sales Best Practices Gui Costin, Founder, CEO | January 2, 2025

The Magic of 25 Asks a Day: Why Consistency (and Rejection) Will Set You Up For Investment Sales Success

If you’re in investment sales, you already know the truth: Nobody loves cold outreach. Sure, we...

Read More

Sales Best Practices Morgan Holycross, Marketing Manager | December 19, 2024

How to Create a Sales Plan that Sets You Up for Success

If you’re in investment sales, you’ve probably had this conversation: You’re in a meeting with your...

Read More

Sales Best Practices Morgan Holycross, Marketing Manager | December 12, 2024

From Tedious to Transformative: How Past Activity Reports Turn CRM Logging into Sales Success

Let’s be honest. Logging meetings into your CRM? It’s… not fun. You’d probably rather do just about...

Read More

Prev 28 29 30 31 32 Next

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy