Leads to Growth

Proven Investment Sales Solutions
That Connect Fundraisers With Allocators

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The Dakota Way Leads to Growth

Fundraising is more competitive than ever. The Dakota Way shortens the path to quality leads and puts you on the road to growth. Leveraging our fundraising expertise and automated lead curation platform, our investment sales and lead generation services help fulfill your goals.
Explore The Dakota Way

Powering Success

The biggest problem an investment firm faces is how to efficiently grow its AUM. With an onslaught of competitive forces, from indexing to the explosion of RIAs, growth is not getting easier.

Dakota has helped numerous investment firms accelerate their growth into the market by covering all key investment channels, resulting in over $30 billion raised for our clients since our founding in 2006.

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Schedule More Meetings

Eliminate time lost to prospecting and data administration, and start setting meetings today. More than a database, Dakota Marketplace is a lead generation platform. Automatically updated daily, it features information on over 10,000 allocators across all investment channels for asset classes.

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Killer Marketing Platform for Investment Strategies

Most investment content is emailed quarterly and forgotten. You never know who read what or if it interested them. Dakota Pages gives you a single place to house all of your marketing content and invite allocators to view it. Detailed analytics allow you to see who logged in and the content they accessed, so you can take action.


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By knowing the right people to put me in front of, Dakota has created an incredible asset. They have those long-standing relationships that we as a money manager need.

- Alan Breed, Portfolio Manager for Edgewood Management

Marketplace is nirvana for a sales professional who wants access to RIAs and other institutional investors. Most of my prospecting is over because all I have to do is log in and pull up a city I am traveling to, and all the RIAs and investors I need to know are right there. It’s awesome.

- Jim Stevens, Institutional Sales, $4 billion large cap growth manager


We've Got the Blueprint
for Growth

See How We Shorten the Path to Qualified Leads

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