Who Should Reach Out

The Right Conversation Starts with the Right Fit

Dakota works with a deliberately small and carefully selected group of investment managers. We are not the right partner for everyone — and we'll tell you that honestly from the very first conversation. Here is who we most commonly speak with.

$40B+

Capital raised & retained since 2006

1-day

Senior team response — never an automated reply

8+

Senior capital raising professionals on our team

Investment Managers Ready to Scale

You have a differentiated strategy, a proven track record, and the operational foundation to handle institutional capital — but you need a systematic distribution program to reach the right investors, in the right channels, at the right time. That's where Dakota comes in.

Primary Inquiry

Emerging Managers Seeking Their First Institutional Capital

First and second-time fund managers who have performed but lack the institutional relationships and distribution infrastructure to break through. Dakota specializes in helping emerging managers build the investor base that transforms promising funds into established platforms.

Emerging Manager

Managers Looking to Enter the RIA & Wealth Channel

With 7,000+ RIAs fully profiled in our proprietary database and $20B+ raised in the wealth channel, Dakota has unmatched infrastructure for managers whose distribution opportunity lives in the RIA, family office, or broker-dealer space.

Wealth Channel

Established Managers Diversifying Their Investor Base

You have a strong but concentrated LP or RIA base and need to reduce key-person or key-institution risk, enter new channels, or grow AUM beyond your existing relationships — without disrupting what you've already built.

Base Diversification

International Managers Entering the US Market

Non-US investment managers looking to build a credible, systematic institutional presence in North America. Dakota provides an on-the-ground team, a proprietary US investor database, and the market intelligence to navigate the US institutional landscape from day one.

US Market Entry

Managers Raising Across Multiple Fund Cycles

Dakota's most valuable relationships span multiple fund cycles. If you've closed a fund and are thinking about the next one — or want to begin building investor relationships 18 months before your next raise — this is exactly the right conversation to start now.

Multi-Cycle Partner

What Happens Next

What to Expect When You Reach Out

We follow The Dakota Way in everything we do — including how we handle our own business development. Here is exactly what happens after you contact us.

01

We Respond Within One Business Day

You will hear from a senior member of the Dakota team — not an automated sequence, not a junior coordinator — within one business day of your inquiry. We respect your time from the very first interaction.

02

An Honest First Conversation

We schedule a 30-minute introductory call to learn about your strategy, your current distribution, and your goals. We ask direct questions and give direct answers. If we don't think we're the right fit, we'll tell you — and often suggest who might be.

03

Strategy & TAM Assessment

If there's mutual interest, we conduct a deeper analysis of your Total Addressable Market using our proprietary database — identifying which channels, investor types, and geographies represent the most compelling opportunity for your strategy.

04

A Written Proposal & Growth Plan

If we decide to move forward together, you receive a written engagement proposal and a detailed growth plan — with AUM targets, activity benchmarks, channel priorities, and a clear statement of What Success Looks Like. No ambiguity. No vague promises.

Submit An Inquiry

Tell Us About Your Firm

Fill out the form below and a senior member of the Dakota team will be in touch within one business day. The more context you can share, the more productive our first conversation will be.