Dakota Marketplace

Dakota Marketplace is a purpose-built institutional investor database designed to help investment sales professionals identify, connect with, and engage qualified allocators across both intermediary and institutional channels. Created by fundraisers for fundraisers, it offers verified, curated data that is updated daily, enabling users to streamline fundraising, source deals, and maximize outreach efficiency.

Features

• Daily-updated contact and account data across 10,000+ accounts and 34,000+ contacts
• Verified email addresses and job titles using bounce technology and LinkedIn tracking
• Metro area targeting for geographic outreach planning
• Access to over 4,000 manager presentation decks and public pension meeting notes
• Custom views and reporting tools for allocator segmentation
• Integration with Salesforce for real-time data sync
• Map It feature for travel-based meeting planning

Capabilities

• Identify allocators by asset class, strategy, and geography
• Target RIAs, family offices, consultants, pension funds, and more
• Sync allocator data directly into CRM systems
• Monitor changes in allocator roles and firm affiliations
• Access institutional search alerts and investment committee updates
• Benchmark against peer managers and analyze competitive positioning

Benefits

• Saves time by eliminating manual research and outdated contact chasing
• Increases meeting conversion rates with accurate, qualified leads
• Enhances fundraising efficiency across asset classes and channels
• Supports strategic planning with deep allocator intelligence
• Improves CRM data quality and usability
• Enables proactive outreach with timely updates and alerts