• Cold Outreach Drives
    Fundraising Success

    Our database of institutional and intermediary investors helps thousands of fundraisers book new meetings. Fundraising is hard. Salespeople typically have 18-24 months to show success and wasting time searching the Internet for new accounts to call on can put you out of a job.

Trusted By

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Your all-in-one resource for investment industry insights, data, and updates

Dakota understands the role of a salesperson in every aspect. It’s a job that requires many different tools to be successful. We know that because we are in the same business.

We’ve created scalable solutions to help others find the same success we’ve had.

How Dakota Can Work with You!

Dakota Marketplace

Dakota Investments

Dakota Salesforce App

Dakota Studios

Dakota Live! Podcast

Dakota Rainmaker Podcast

Dakota Cocktails

Dakota Live! Call

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In 2019, we took the database our Investment Sales team uses on a daily basis and launched Dakota Marketplace. It’s a database that’s complete, accurate, and updated daily across institutional and intermediary channels in the US and globally.

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Since 2006, we’ve been a boutique fundraising firm for world-class investment managers. If you are an investment manager looking to hire a third party marketing firm – we would love to speak with you!

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The Dakota Marketplace for Salesforce App updates your Salesforce in real time with updates and additions from Dakota Marketplace. Other integrations include Hubspot, Dynamo, Altvia, and Backstop.

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At Dakota Studios, we understand the challenges of crafting engaging videos that stay relevant and captivate your audience. Our seasoned studio team is adept at unveiling the essence of your story and presenting it in a way that resonates.

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The Dakota Live! Podcast presents you insights from CIOs, manager research professionals, senior sales leaders and other key players in the industry who will help you sell in between the lines and better understand the investment sales ecosystem.

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The “Dakota Rainmaker Podcast,” hosted by Gui Costin, CEO of Dakota, offers a unique look into sales strategies from top industry executives. Each episode explores the inner workings of successful sales organizations, from philosophy to execution. This podcast is essential for sales professionals seeking wisdom from the best in the field.

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Attend our world class networking events in cities across the country and globally. Grow your network with investment industry professionals at some of the most exclusive and unique venues out there!

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Brought to you by experienced fundraisers themselves, designed for investment sales professionals. The Dakota Live! Call gives listeners a look into insider content that our sales team is hearing in the industry.

A Dakota Partnership Is Simple

Partnering with Dakota is easy. We work to understand your firm’s needs, and provide the resources you need to be a better salesperson.

Steps

What Our Customers Are Saying

RiverwaterPartners-1
$800M AUM

Long-only Equity Manager

See Case Study

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$49.4B AUM

Private Equity Real Estate Firm

See Case Study

Transwestern
$7.3B AUM

Real Estate Investment Firm

See Case Study

SaratogaRIM+Logo-2
$2B AUM

Long-only Equity Manager

See Case Study