Table with laptops

The 6 Best Email Platforms for Investment Firms

We all spend a lot of our days sending emails. Now imagine if you had the tools to make that...

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laptop on a desk Gui Costin, Founder, CEO | July 16, 2021

9 Things Every Investment Firm's Tech Stack Should Include

If you work at an investment firm, you know that every meeting matters. What you do before, during,...

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hand on a laptop that shows data Gui Costin, Founder, CEO | March 5, 2021

Investment Data Solutions: Which is Right For Your Firm?

If you’re in the investment industry, you know how hard it can be to trust a database that promises...

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Gui Costin, Founder, CEO | February 26, 2021

What is Dakota Marketplace for Salesforce? The Benefits of an All-in-One Data Solution

If you’ve ever looked at your CRM or your database of accounts and contacts and felt overwhelmed by...

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two women working on laptops at a table Rob Robertson, Chief Revenue Officer | January 13, 2021

Choosing the Right Institutional Investor Database: 4 Key Considerations

If you’re constantly scrambling to find people — the right people — to call on and set meetings...

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Computer monitor and laptop Gui Costin, Founder, CEO | December 17, 2020

14 Questions to Ask Before You Buy an Institutional Investor Database

Imagine finding the perfect piece of software that will totally transform how you and your team do...

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desktop monitor on desk in city office Gui Costin, Founder, CEO | December 10, 2020

4 Common Institutional Investor Database Myths

Have you ever sat down to start your day, only to find your inbox flooded with other salespeople...

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