We Connect Investment Firms with Institutional Investors

Eliminate Prospecting | Know Who to Call On | Grow Your Pipeline

CONNECT WITH QUALIFIED INSTITUTIONAL INVESTORS

ACCELERATE YOUR MESSAGE INTO THE MARKETPLACE

GET RESULTS

Do you struggle finding qualified contacts?

Is your team clear who they should be calling on?
Do you have an accurate and updated database?
Are you actively growing your pipeline?
Are you finding new investors to call on each day?
Our products solve all of these problems and more…

Our Clients

Edgewood Management

LARGE CAP GROWTH

Hamlin Capital Management

HIGH DIVIDEND EQUITY INCOME

Spyglass Capital Management

MID CAP GROWTH

Otter Creek Advisors

LONG SHORT EQUITY

Fiera Capital

EMERGING ASIA

Redwood Investments

INTERNATIONAL DEVELOPED

Kellner Capital

MERGER ARB

Shenkman Capital

SHORT DURATION BONDS/BANK LOANS

Weiss Multi-Strategy Advisors

MULTI ASSET

RMR Group

MULTI-TENANT SUBURBAN OFFICE

Levin Capital

LARGE CAP VALUE

Brickman Real Estate

VALUE-ADDED OFFICE CBD

Dakota’s Products Work for All Types of Investment Firms

Long-Only Equities

Long-Only Fixed Income

Private Equity Funds

Private Real Estate Funds

Hedge Funds

Infrastructure Funds

ETFs

Private Credit

What’s My Investment?

How much is a lack of qualified leads and contacts costing you? How much time

is your team spending prospecting? Are your sales people frustrated

that they cannot spend more time selling? How many opportunities are

you missing because you didn’t know the firms? Do you burn through sales people

because you don’t have the resources to help them be successful?

A lack of qualified contacts might be already costing you a lot.

Sales and Marketing Consulting for Investment Firms

Custom

Network of Institutional Investors Searching for Investment Strategies

Free

One month of investor meetings in one 45 minute weekly call

$480

/month

Database of qualified contacts of institutional investors.

$960

/month