Dakota strives to increase your investment sales team’s efficiency by strengthening your outreach to set more meetings. We provide the resources and institutional investor lists you need to assist your company growth. Dakota was founded in 2006 and has raised over $40 billion since.

Our Investment Sales team is an outsourced sales and marketing team for other boutique investment management companies to supply the sales, marketing, and client services for your business! Our eight team members will accelerate your firm's growth by partnering with our established third-party marketing team. 

Dakota Marketplace is an up-to-date institutional investor database with over 9,000 qualified contacts and 31,000 contacts. We can assure you it’s updated daily because our team is in the market using this data in their day to day roles! Within Marketplace you gain access to:
- Institutional Searches
- Public Plan Minutes 
- Public Pension Investments 
- Field Consultant Information 
- Manager Presentations 
- Fee Studies 
- 13F and Investment Holdings

We are here to help your sales team grow, and we understand every firm is different. Take this quiz to see which of our resources is best for you and your investment firm. https://www.dakota.com/self-selection

Investment Management

dakota

Gui Costin

Roberto Yambo Jr.

Dan Didomenico

Tracy Rogers

Robert Robertson

Priya Stanley Kothandapani

Matt Loeslein

Sowon Park

The Customer Success and Sales team at Dakota focuses on ensuring client satisfaction and driving sales growth. This includes onboarding new clients, providing ongoing support, and maximizing the value clients derive from Dakota's investment sales resources and institutional investor database. They are responsible for client relationship management, identifying upsell opportunities, and ensuring clients fully utilize Dakota's offerings to enhance their investment sales outreach.

Customer Success and Sales

Business Development Team

Leadership Team

Customer Success and Sales

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Team members

Other teams at dakota

Business Development Team

Leadership Team