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 Leadership Team at Dakota steers the company's strategic direction and ensures that all departments align with the mission to enhance investment sales efficiency. Comprised of the Founder and CEO, senior VPs of Institutional Sales, and executives overseeing technology, revenue, and operations, this team provides vision and guidance. They are instrumental in fostering company growth, driving innovation within Dakota Marketplace, and maintaining robust client partnerships and operational excellence.

Leadership Team

Business Development Team

Customer Success and Sales

Leadership Team

About

Team members

Other teams at dakota

Business Development Team

Customer Success and Sales