A team, strategy, and process that has helped raise over $40 billion. Dakota partners with world-class boutique investment firms and acts as an extension of their distribution effort.
Founded in 2006, Dakota has raised and retained over $40 billion for our partners. We have an experienced investment team that follows a process-driven, institutional approach to raising capital across channels.
We are an extension of our partner firms — supporting all aspects of their business development efforts so they can grow more quickly and diversify their investor base.
.jpg)
Our managers are specialists within their respective asset classes across long-only equity and alternative investment strategies. We look for concentrated portfolios, single focus, low turnover, and strategies that benefit from clear macro trends.
Of equal importance are the people behind the investment strategies we represent. Our partnerships are designed for the long-term, which coincides with our investor timeframes and due diligence process.
The investors we raise capital from all follow an institutional process to manager selection. Our business plans are tailored specifically to each manager we represent.
Three principles guide every conversation we have on behalf of our partner managers.
The focus of your sales effort should be to call on people who buy what you sell. As we like to say: sell apples to apple buyers — don't try to convince orange buyers to buy apples.
Identifying the right channels and the contacts within each account takes legwork. We use Dakota Marketplace to shorten the path to qualified buyers.
Getting the meeting isn't enough. To win business, you have to master the art of the pitch. Talking performance isn't enough — institutional investors need to understand your story and how you got to the numbers.
We use carefully chosen words to bring your story to life while addressing the questions an institutional investor wants answered.
After the meeting and the pitch, follow-up is critical. Most salespeople send a generic thank-you email and stop there — and lose the deal because institutional investors are buried in inbox.
You need a follow-up system that continues the conversation with allocators in a meaningful way over time.
Every partnership begins with a candid conversation. We'll tell you honestly whether Dakota is the right fit for your firm.
