The Tools You Need to Grow Your Business

Find out how a partnership with Dakota fits within your firm's budget.

Product and membership pricing

DAKOTA INSIGHTS DAKOTA PRODUCTIONS DAKOTA FUSE DAKOTA RAINMAKER DAKOTA PARADISE

SILVER - $5,700

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Dakota IC Notes

Dakota Events Calendar

Dakota Manager Presentations

Gold - $7,500

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Dakota IC Notes

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Dakota Manager Presentations

Platinum - $9,500

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Dakota Searches

Dakota IC Notes

Dakota Events Calendar

Dakota Manager Presentations

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Completely customizable company overview videos

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Easy to share, update, and maintain

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Compliance-approved video production from industry experts

$9,500

One Company Overview Video

$4,500

Company Overview Video Updates

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Alleviates the manual labor of updating salesforce.com

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Eliminates stale data

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Keeps salespeople focused on selling, not updating data

$7,500 - Yearly

10 users

Dakota Members

Free

4 comprehensive video modules detailing the ins and outs of investment sales

Lesson guides outlining the key highlights and takeaways from each video

Downloadable worksheets, templates, and customizable reports

Exclusive Dakota Rainmaker bonus content

NON-MEMBERS

$1,500

4 comprehensive video modules detailing the ins and outs of investment sales

Lesson guides outlining the key highlights and takeaways from each video

Downloadable worksheets, templates, and customizable reports

Exclusive Dakota Rainmaker bonus content

$2,500 - Yearly

10 Users

$1,250 - Yearly

5 Users

Pricing FAQs

Frustrated with stale lead information that doesn’t help you know who to call on? Dakota Marketplace is a cloud-based institutional investor database composed of clean and accurate allocator data, maintained daily by a team of sales professionals who are in the field every day.

Frustrated with stale lead information that doesn’t help you know who to call on? Dakota Marketplace is a cloud-based institutional investor database composed of clean and accurate allocator data, maintained daily by a team of sales professionals who are in the field every day.

Frustrated with stale lead information that doesn’t help you know who to call on? Dakota Marketplace is a cloud-based institutional investor database composed of clean and accurate allocator data, maintained daily by a team of sales professionals who are in the field every day.

Frustrated with stale lead information that doesn’t help you know who to call on? Dakota Marketplace is a cloud-based institutional investor database composed of clean and accurate allocator data, maintained daily by a team of sales professionals who are in the field every day.

Insights from our investment experts

July 2025 Investment RFPs | Key Opportunities

For the month of July, Dakota tracked approximately 13 investment RFPs representing approximately...

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July 2025 Public Plan Allocations | Commitment Summary

In July, Dakota tracked over $9.7B across 120 investments from 41 distinct pension funds or...

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July 2025 Financial Advisor Moves | Firm Changes

July saw a number of marquee people moves punctuate a competitive recruiting landscape, with UBS on...

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right people today

Address

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

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