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How LPs and GPs Are Using Dakota Benchmarks

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How LPs and GPs Are Using Dakota Benchmarks

Private market performance conversations are under more scrutiny than ever. And here’s the paradox: there’s no shortage of data. Performance databases are filled with information: Thousands of funds,...

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Top 10 Industrial Transactions (January 2026)

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Top 10 Industrial Transactions (January 2026)

For deal sourcers, staying current on private company activity is critical to spotting active buyers, tracking market trends, and uncovering emerging investment opportunities ahead of competitors. In...

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Top 10 Real Estate Transactions (January 2026)

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Top 10 Real Estate Transactions (January 2026)

For deal sourcers, staying current on private company activity is critical to spotting active buyers, tracking market trends, and uncovering emerging investment opportunities ahead of competitors. In...

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Top 10 Materials Transactions (January 2026)

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Top 10 Materials Transactions (January 2026)

For deal sourcers, staying current on private company activity is critical to spotting active buyers, tracking market trends, and uncovering emerging investment opportunities ahead of competitors. In...

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Top 5 Companies Likely to Transact (Feb 12, 2026)

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Top 5 Companies Likely to Transact (Feb 12, 2026)

Tracking when private companies are nearing a sale, recap, or financing event has always been a guessing game. With thousands of sponsor-backed firms spread across sectors and geographies, most deal...

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Top 10 Financial Advisors in NYC

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Top 10 Financial Advisors in NYC

Here is a Top 10 list of Financial Advisors in the New York City Metro Area. There are thousands of world class FAs in New York City, but we can only highlight ten. However, for a complete list of...

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Top 10 Utilities Transactions (January 2026)

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Top 10 Utilities Transactions (January 2026)

For deal sourcers, staying current on private company activity is critical to spotting active buyers, tracking market trends, and uncovering emerging investment opportunities ahead of competitors. In...

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Top 10 Investors in Energy Transition and Renewables

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Top 10 Investors in Energy Transition and Renewables

Dakota Private Markets is a highly curated database of GPs, Funds, Private Companies, Performance and Benchmarks across all asset classes. Click to learn more. Energy transition investing spans two...

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Top 5 Companies Likely to Transact (Feb 11, 2026)

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Top 5 Companies Likely to Transact (Feb 11, 2026)

Tracking when private companies are nearing a sale, recap, or financing event has always been a guessing game. With thousands of sponsor-backed firms spread across sectors and geographies, most deal...

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Top 10 Financials Transactions (January 2026)

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Top 10 Financials Transactions (January 2026)

For deal sourcers, staying current on private company activity is critical to spotting active buyers, tracking market trends, and uncovering emerging investment opportunities ahead of competitors. In...

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Top 10 Communication Service Transactions (January 2026)

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Top 10 Communication Service Transactions (January 2026)

For deal sourcers, staying current on private company activity is critical to spotting active buyers, tracking market trends, and uncovering emerging investment opportunities ahead of competitors. In...

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Top 5 Companies Likely to Transact (Feb 10, 2026)

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Top 5 Companies Likely to Transact (Feb 10, 2026)

For deal sourcers, staying current on private company activity is critical to spotting active buyers, tracking market trends, and uncovering emerging investment opportunities ahead of competitors. In...

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Why Embedded Data Is the Future of Investment Research

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Why Embedded Data Is the Future of Investment Research

If you work in investment research, fundraising, or investment sales, time is always the constraint. There’s more to review, more firms to understand, more people to identify, and more follow-up than...

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Top 10 Transactions (February 2 - 6, 2026)

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Top 10 Transactions (February 2 - 6, 2026)

The private company data space is vast, fragmented, and often overwhelming. Deal sourcing teams are faced with endless streams of announcements, filings, atSnd rumors, making it difficult to pinpoint...

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Top 10 Funds to Watch (January 2026)

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Top 10 Funds to Watch (January 2026)

Welcome to the Dakota Fund Spotlight Report, your curated snapshot of the top 10 most compelling funds coming soon or currently in the market. Each month, we will spotlight funds that stand out for...

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SpaceX Merges with xAI in $1.25 Trillion Deal Ahead of Planned IPO

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SpaceX Merges with xAI in $1.25 Trillion Deal Ahead of Planned IPO

In a notable consolidation across private technology markets, SpaceX announced on February 2nd that it has merged with Elon Musk’s artificial intelligence venture, xAI. The transaction values the...

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Top 5 Companies Likely to Transact (Feb 9, 2026)

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Top 5 Companies Likely to Transact (Feb 9, 2026)

Tracking when private companies are nearing a sale, recap, or financing event has always been a guessing game. With thousands of sponsor-backed firms spread across sectors and geographies, most deal...

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Top 10 Sponsor-Backed CEOs in Chicago

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Top 10 Sponsor-Backed CEOs in Chicago

Identifying high-net-worth individuals in need of financial guidance is central to growth in the wealth management industry. While advisors and sales teams use many signals to guide outreach, one of...

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Top 10 Health Care Transactions (January 2026)

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Top 10 Health Care Transactions (January 2026)

For deal sourcers, staying current on private company activity is critical to spotting active buyers, tracking market trends, and uncovering emerging investment opportunities ahead of competitors. In...

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Top Energy Transactions (January 2026)

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Top Energy Transactions (January 2026)

For deal sourcers, staying current on private company activity is critical to spotting active buyers, tracking market trends, and uncovering emerging investment opportunities ahead of competitors. In...

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Top 10 Bank Trusts in Canada

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Top 10 Bank Trusts in Canada

Bank trusts are essential players in the wealth management space. Acting as fiduciaries, these institutions support families, individuals, and organizations with estate planning, asset protection,...

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Top International RFPs (January 2026)

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Top International RFPs (January 2026)

If you work with institutional investors, staying ahead of new searches isn’t just helpful. It’s essential. It’s how you win mandates, deepen relationships, and grow your business. But too often,...

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Top 10 Evergreen Funds in 2025

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Top 10 Evergreen Funds in 2025

Evergreen funds have grown in relevance as investors seek private markets exposure with greater flexibility, smoother capital deployment, and periodic liquidity. Dakota tracks performance, strategy...

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Top 10 Sponsor-Backed CEOs in Philadelphia

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Top 10 Sponsor-Backed CEOs in Philadelphia

Identifying high-net-worth individuals in need of financial guidance is central to growth in the wealth management industry. While advisors and sales teams use many signals to guide outreach, one of...

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European Family Office Allocation Trends 2026 (Dakota)

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European Family Office Allocation Trends 2026 (Dakota)

European family offices are making their biggest portfolio shift in a decade. After years of piling into private equity, they're diversifying into private credit, infrastructure, and - perhaps...

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Top RIA Channel Updates in January 2026

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Top RIA Channel Updates in January 2026

It was more of the same in January following a 2025 that set records in M&A activity and sponsor-backed investment in the RIA and wealth space. Dakota tracked 36 M&A transactions of US wealth...

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Top 5 Companies Likely to Transact (Feb 5, 2026)

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Top 5 Companies Likely to Transact (Feb 5, 2026)

Tracking when private companies are nearing a sale, recap, or financing event has always been a guessing game. With thousands of sponsor-backed firms spread across sectors and geographies, most deal...

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Top 5 Opportunistic Real Estate Funds: 2019 Vintage

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Top 5 Opportunistic Real Estate Funds: 2019 Vintage

Dakota’s private markets dataset spans more than 14,000 funds across real estate, private equity, real assets, private credit, and venture capital. That breadth allows allocators and managers to...

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Top 10 Investors in Sports and Media (2026 Edition)

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Top 10 Investors in Sports and Media (2026 Edition)

Dakota Private Markets is a highly curated database of GPs, Funds, Private Companies, Performance and Benchmarks across all asset classes. Click to learn more. Sports and media are converging into a...

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Top 10 Financial Advisors in Philadelphia

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Top 10 Financial Advisors in Philadelphia

Here is a Top 10 list of Financial Advisors in the Philadelphia Metro Area. There are thousands of world class FAs in Philadelphia, but we can only highlight ten. However, for a complete list of the...

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Top 5 Companies Likely to Transact (Feb 4, 2026)

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Top 5 Companies Likely to Transact (Feb 4, 2026)

Tracking when private companies are nearing a sale, recap, or financing event has always been a guessing game. With thousands of sponsor-backed firms spread across sectors and geographies, most deal...

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A 75-Year Playbook: How Crow Holdings Capital Approaches Industrial Investing

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A 75-Year Playbook: How Crow Holdings Capital Approaches Industrial Investing

In this Dakota Research Interview, Chris LeRoy and Alex DeMarco speak with Kelsea Alexander and Michael Balcom of Crow Holdings Capital’s Industrial Group about the firm’s approach to industrial real...

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Top 10 Transactions (January 26 - 30, 2026)

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Top 10 Transactions (January 26 - 30, 2026)

The private company data space is vast, fragmented, and often overwhelming. Deal sourcing teams are faced with endless streams of announcements, filings, atSnd rumors, making it difficult to pinpoint...

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Top 5 Companies Likely to Transact (Feb 3, 2026)

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Top 5 Companies Likely to Transact (Feb 3, 2026)

Tracking when private companies are nearing a sale, recap, or financing event has always been a guessing game. With thousands of sponsor-backed firms spread across sectors and geographies, most deal...

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The Top Investment RFPs Announced in January 2026

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The Top Investment RFPs Announced in January 2026

Institutional investors moved quickly to set priorities across their private and public market portfolios as 2026 rolled in, with Dakota tracking 23 searches in January spanning RFPs and REOIs...

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January 2026 Financial Advisor Moves: Who Changed Firms This Month?

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January 2026 Financial Advisor Moves: Who Changed Firms This Month?

The Northeast saw the most January advisor transitions with 21 moves totaling at least $11.6B in disclosed client assets, followed by the Midwest with 15 moves ($6.0B). The Southeast posted nine...

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Top 5 Companies Likely to Transact (Feb 2, 2026)

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Top 5 Companies Likely to Transact (Feb 2, 2026)

Tracking when private companies are nearing a sale, recap, or financing event has always been a guessing game. With thousands of sponsor-backed firms spread across sectors and geographies, most deal...

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New Dakota Marketplace Features: AI Tools That Make Fundraising Faster in 2026

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New Dakota Marketplace Features: AI Tools That Make Fundraising Faster in 2026

Fundraising is hard. Dakota makes it easier. At Dakota, our mission is simple: make fundraising easier for investment sales teams. Dakota Marketplace is the only database built, used, and updated by...

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Top 10 Sponsor-Backed CEOs in New York City

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Top 10 Sponsor-Backed CEOs in New York City

Identifying high-net-worth individuals in need of financial guidance is central to growth in the wealth management industry. While advisors and sales teams use many signals to guide outreach, one of...

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How Dakota Travels Greenwich: Client-Ready Places to Stay, Meet, and Eat

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How Dakota Travels Greenwich: Client-Ready Places to Stay, Meet, and Eat

Business travel leaves little room for error, especially in relationship-driven markets. When you’re meeting allocators, hosting clients, or traveling for conferences, the places you choose can...

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Top Performing 2019 Early-Stage Venture Capital Funds

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Top Performing 2019 Early-Stage Venture Capital Funds

Dakota tracks performance across more than 14,000 private funds spanning venture capital, private equity, private credit, and real assets. This breadth allows LPs and GPs to benchmark results across...

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Top 5 Companies Likely to Transact (Jan 30, 2026)

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Top 5 Companies Likely to Transact (Jan 30, 2026)

Tracking when private companies are nearing a sale, recap, or financing event has always been a guessing game. With thousands of sponsor-backed firms spread across sectors and geographies, most deal...

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Top 5 Companies Likely to Transact (Jan 29, 2026)

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Top 5 Companies Likely to Transact (Jan 29, 2026)

Tracking when private companies are nearing a sale, recap, or financing event has always been a guessing game. With thousands of sponsor-backed firms spread across sectors and geographies, most deal...

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Top 10 Best Practices for Emerging Managers Accessing Banks & Broker-Dealers

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Top 10 Best Practices for Emerging Managers Accessing Banks & Broker-Dealers

Accessing banks and broker-dealers has become one of the most misunderstood, and competitive, paths for emerging managers. Platforms are consolidating, diligence standards are rising, and allocators...

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How Browser-Based Intelligence Fits Into a Modern Investment Tech Stack

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How Browser-Based Intelligence Fits Into a Modern Investment Tech Stack

Time Is the Asset. Everything Else Is Noise. If you’re in investment sales or research, your single most valuable asset is time. And if you’re constantly switching tabs, chasing down URLs, or piecing...

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Top 5 Companies Likely to Transact (Jan 28, 2026)

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Top 5 Companies Likely to Transact (Jan 28, 2026)

Tracking when private companies are nearing a sale, recap, or financing event has always been a guessing game. With thousands of sponsor-backed firms spread across sectors and geographies, most deal...

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Capital One Agrees to Buy Brex in $5.15B Deal, Expanding Corporate Card Capabilities

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Capital One Agrees to Buy Brex in $5.15B Deal, Expanding Corporate Card Capabilities

Capital One has agreed to acquire fintech startup Brex for $5.15 billion, marking one of the largest deals to date in the corporate credit card and expense management space. The transaction,...

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What Is Dakota Joe? A Smarter Way to Build CRM Reports Using AI

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What Is Dakota Joe? A Smarter Way to Build CRM Reports Using AI

You’re Not in Sales to Build Reports. Let’s be honest. If you’re spending 20 minutes building Salesforce reports, you’re losing. Not because Salesforce is bad, it’s incredibly powerful, but because...

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Top 10 PE Firms in Consumer Brands

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Top 10 PE Firms in Consumer Brands

Dakota Private Markets is a highly curated database of GPs, Funds, Private Companies, Performance and Benchmarks across all asset classes. Click to learn more. Consumer brands are being reshaped by...

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Top 5 Companies Likely to Transact (Jan 27, 2026)

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Top 5 Companies Likely to Transact (Jan 27, 2026)

Tracking when private companies are nearing a sale, recap, or financing event has always been a guessing game. With thousands of sponsor-backed firms spread across sectors and geographies, most deal...

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Top 10 Transactions January 19 - 23, 2026

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Top 10 Transactions January 19 - 23, 2026

The private company data space is vast, fragmented, and often overwhelming. Deal sourcing teams are faced with endless streams of announcements, filings, atSnd rumors, making it difficult to pinpoint...

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Top 10 Best Practices for Using Salesforce as Your Investment CRM

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Top 10 Best Practices for Using Salesforce as Your Investment CRM

Fundraising teams are operating in an environment where information overload, longer sales cycles, and expanding coverage demands are the norm. Allocators expect precision, follow-through, and...

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How to Evaluate Private Fund Performance in 2026: IRR, TVPI, DPI Explained

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How to Evaluate Private Fund Performance in 2026: IRR, TVPI, DPI Explained

Evaluating private fund performance in 2026 requires a different approach than it did even a few years ago. As private markets grow more competitive, exits slow, and dispersion widens, investors can...

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Top 5 Companies Likely to Transact (Jan 26, 2026)

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Top 5 Companies Likely to Transact (Jan 26, 2026)

Tracking when private companies are nearing a sale, recap, or financing event has always been a guessing game. With thousands of sponsor-backed firms spread across sectors and geographies, most deal...

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Top 10 Documents in Dakota Marketplace (December 2025): Allocator & Manager Intelligence

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Top 10 Documents in Dakota Marketplace (December 2025): Allocator & Manager Intelligence

Every month, Dakota Marketplace aggregates hundreds of documents from across the institutional investment world… allocator minutes, consultant research, manager decks, and performance reports. In...

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What Is Dakota Benchmarks? A Better Way to Benchmark Private Equity, Credit & VC Funds

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What Is Dakota Benchmarks? A Better Way to Benchmark Private Equity, Credit & VC Funds

Most benchmark providers force you into rigid, one-size-fits-all peer groups that don’t reflect how your strategy, or your portfolio, actually works. You get lumped into categories that miss the...

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ClickHouse Raises $400 Million Series D as Demand for AI-Driven Analytics Accelerates

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ClickHouse Raises $400 Million Series D as Demand for AI-Driven Analytics Accelerates

ClickHouse has raised $400 million in a Series D funding round led by Dragoneer Investment Group, valuing the company at roughly $15 billion and reinforcing its position as one of the most important...

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Top 5 Large Buyout Private Equity Funds - 2019 Vintage

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Top 5 Large Buyout Private Equity Funds - 2019 Vintage

Overview of the 2019 Buyout Vintage At Dakota, our private fund performance data covers more than 12,000 private funds across private equity, venture capital, private credit, and real assets,...

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Consultant Led Private Real Estate Allocations from Q4 2025

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Consultant Led Private Real Estate Allocations from Q4 2025

Institutional investors continued to deploy capital into private real estate strategies in Q4, with investment consultants playing a decisive role in shaping allocation pacing, strategy selection,...

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Top 5 Companies Likely to Transact (Jan 23, 2026)

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Top 5 Companies Likely to Transact (Jan 23, 2026)

Tracking when private companies are nearing a sale, recap, or financing event has always been a guessing game. With thousands of sponsor-backed firms spread across sectors and geographies, most deal...

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Private Equity-Backed RIAs Expand Internationally: Global Wealth Management Trends

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Private Equity-Backed RIAs Expand Internationally: Global Wealth Management Trends

Private Equity-Backed U.S. RIAs Extend Into Global Wealth Markets Private equity-backed U.S. registered investment advisers (RIAs) are entering a new phase of expansion through international growth....

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Top 10 Public Pension Fee Schedules (Q4 2025): Real-World Investment Fee Benchmarks

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Top 10 Public Pension Fee Schedules (Q4 2025): Real-World Investment Fee Benchmarks

One of the biggest values of having access to fee schedules is simply understanding the range of fees pensions are actually paying, and how those fees are structured. For example, knowing that a...

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Consultant Led Real Asset Allocations from Q4 2025

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Consultant Led Real Asset Allocations from Q4 2025

Institutional investors allocated selectively to real assets in Q4 2025, reinforcing the asset class’s role as a portfolio diversifier and inflation-sensitive allocation amid ongoing macro and...

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Top 5 Companies Likely to Transact (Jan 22, 2026)

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Top 5 Companies Likely to Transact (Jan 22, 2026)

Tracking when private companies are nearing a sale, recap, or financing event has always been a guessing game. With thousands of sponsor-backed firms spread across sectors and geographies, most deal...

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Consultant Led Private Credit Allocations from Q4 2025

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Consultant Led Private Credit Allocations from Q4 2025

Institutional investors continued to deploy capital into private credit strategies in Q4, with investment consultants playing a central role in guiding allocation size, strategy mix, and manager...

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Top 5 Companies Likely to Transact (Jan 21, 2026)

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Top 5 Companies Likely to Transact (Jan 21, 2026)

Tracking when private companies are nearing a sale, recap, or financing event has always been a guessing game. With thousands of sponsor-backed firms spread across sectors and geographies, most deal...

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Top 10 Investors in Aerospace, Defense and Dual-Use Tech (2026 Edition)

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Top 10 Investors in Aerospace, Defense and Dual-Use Tech (2026 Edition)

Dakota Private Markets is a highly curated intelligence platform covering GPs, funds, private companies, performance, and benchmarks across all asset classes. Click to learn more. Aerospace, defense,...

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Top 10 Reasons to Use Dakota Recommends

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Top 10 Reasons to Use Dakota Recommends

If you travel for work, you know that logistics can make or break your trip. The difference between a productive day and a chaotic one often comes down to where you stay, where you meet, and even...

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Top 5 Companies Likely to Transact (Jan 20, 2026)

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Top 5 Companies Likely to Transact (Jan 20, 2026)

Tracking when private companies are nearing a sale, recap, or financing event has always been a guessing game. With thousands of sponsor-backed firms spread across sectors and geographies, most deal...

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Top 10 Transactions January 12 - 16, 2026

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Top 10 Transactions January 12 - 16, 2026

The private company data space is vast, fragmented, and often overwhelming. Deal sourcing teams are faced with endless streams of announcements, filings, atSnd rumors, making it difficult to pinpoint...

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Consultant Led Private Equity Allocations from Q4 2025

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Consultant Led Private Equity Allocations from Q4 2025

Institutional investors continued to allocate meaningfully to private equity in Q4 2025, reinforcing the asset class’s role as a primary driver of long-term portfolio returns amid a selective...

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Top 10 RIAs of December 2025: Independent Wealth Firms to Watch

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Top 10 RIAs of December 2025: Independent Wealth Firms to Watch

We are pleased to present the Monthly Report of Recently Registered RIAs - December 2025. We are continuously blown away by the large number of newly independent wealth management RIAs and investment...

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Consultant Led Private Infrastructure Allocations from Q4 2025

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Consultant Led Private Infrastructure Allocations from Q4 2025

Institutional investors continued to allocate meaningfully to private infrastructure in Q4 2025, reinforcing the asset class’s role as a durable source of income and downside protection amid ongoing...

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Dakota Recommends: Where to Stay, Meet, and Eat in Dallas

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Dakota Recommends: Where to Stay, Meet, and Eat in Dallas

Whether you’re traveling for a conference, meetings, or a quick overnight trip, having reliable go-to spots in a city can make all the difference. At Dakota, we’ve spent years on the road meeting...

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Top 5 Companies Likely to Transact (Jan 16, 2026)

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Top 5 Companies Likely to Transact (Jan 16, 2026)

Tracking when private companies are nearing a sale, recap, or financing event has always been a guessing game. With thousands of sponsor-backed firms spread across sectors and geographies, most deal...

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Consultant Led Venture Capital Allocations from Q4 2025

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Consultant Led Venture Capital Allocations from Q4 2025

Institutional investors continued to deploy capital into venture capital strategies in Q4 2025, with consultants playing a decisive role in shaping allocation pacing, manager selection, and stage...

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Top Fundraising Strategies for Investment Firms: 10 Proven Tactics Used by Elite Fundraisers

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Top Fundraising Strategies for Investment Firms: 10 Proven Tactics Used by Elite Fundraisers

Fundraising is one of the hardest jobs in the investment world. You're constantly racing the clock… pressure from leadership, long sales cycles, and the ever-present fear of running out of time...

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Top 5 Companies Likely to Transact (Jan 15, 2026)

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Top 5 Companies Likely to Transact (Jan 15, 2026)

Tracking when private companies are nearing a sale, recap, or financing event has always been a guessing game. With thousands of sponsor-backed firms spread across sectors and geographies, most deal...

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Continuation Vehicles Added in Dakota Marketplace (December 2025)

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Continuation Vehicles Added in Dakota Marketplace (December 2025)

As traditional exit timelines continue to stretch and capital remains selective, continuation vehicles have become one of the most effective tools for sponsors seeking flexibility in portfolio...

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Top 5 Companies Likely to Transact (Jan 14, 2026)

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Top 5 Companies Likely to Transact (Jan 14, 2026)

Tracking when private companies are nearing a sale, recap, or financing event has always been a guessing game. With thousands of sponsor-backed firms spread across sectors and geographies, most deal...

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Top 10 Private Equity Firms in Industrial Services (2025): PE Platform Builders to Know

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Top 10 Private Equity Firms in Industrial Services (2025): PE Platform Builders to Know

Dakota Private Markets is a highly curated database of GPs, Funds, Private Companies, Performance and Benchmarks across all asset classes. Click to learn more. Industrial services companies keep...

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Top 10 Material Transactions (December 2025)

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Top 10 Material Transactions (December 2025)

For deal sourcers, staying current on private company activity is critical to spotting active buyers, tracking market trends, and uncovering emerging investment opportunities ahead of competitors. In...

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Top 10 Consumer Staple Transactions (December 2025)

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Top 10 Consumer Staple Transactions (December 2025)

For deal sourcers, staying current on private company activity is critical to spotting active buyers, tracking market trends, and uncovering emerging investment opportunities ahead of competitors. In...

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Top 10 Information Technology Transactions (December 2025)

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Top 10 Information Technology Transactions (December 2025)

For deal sourcers, staying current on private company activity is critical to spotting active buyers, tracking market trends, and uncovering emerging investment opportunities ahead of competitors. In...

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Top 5 Companies Likely to Transact (Jan 13, 2026)

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Top 5 Companies Likely to Transact (Jan 13, 2026)

Tracking when private companies are nearing a sale, recap, or financing event has always been a guessing game. With thousands of sponsor-backed firms spread across sectors and geographies, most deal...

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Top 10 Transactions (Jan 5 - 9, 2026)

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Top 10 Transactions (Jan 5 - 9, 2026)

The private company data space is vast, fragmented, and often overwhelming. Deal sourcing teams are faced with endless streams of announcements, filings, atSnd rumors, making it difficult to pinpoint...

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The Top Investment RFPs Announced in December 2025  Key Opportunities

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The Top Investment RFPs Announced in December 2025  Key Opportunities

The end of 2025 shaped up to be an active period for institutional searches, with Dakota tracking a series of RFPs that collectively represent well over $12.7B in potential allocations across public...

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KKR Buys Arctos in $1B Deal | Institutional Capital Moves Deeper Into Sports Ownership

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KKR Buys Arctos in $1B Deal | Institutional Capital Moves Deeper Into Sports Ownership

KKR to Acquire Arctos for $1 Billion In a significant deal for institutional sports investing, private equity giant KKR agreed to acquire Arctos Partners, a Dallas-based investment firm focused on...

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Top 10 Real Estate Transactions (December 2025)

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Top 10 Real Estate Transactions (December 2025)

For deal sourcers, staying current on private company activity is critical to spotting active buyers, tracking market trends, and uncovering emerging investment opportunities ahead of competitors. In...

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Top 10 Industrial Transactions (December 2025)

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Top 10 Industrial Transactions (December 2025)

For deal sourcers, staying current on private company activity is critical to spotting active buyers, tracking market trends, and uncovering emerging investment opportunities ahead of competitors. In...

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Top 10 Utility Transactions (December 2025)

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Top 10 Utility Transactions (December 2025)

For deal sourcers, staying current on private company activity is critical to spotting active buyers, tracking market trends, and uncovering emerging investment opportunities ahead of competitors. In...

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Top 10 Consumer Discretionary Transactions (December 2025)

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Top 10 Consumer Discretionary Transactions (December 2025)

For deal sourcers, staying current on private company activity is critical to spotting active buyers, tracking market trends, and uncovering emerging investment opportunities ahead of competitors. In...

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Top Public Plan Commitments in December 2025 Allocation Insights

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Top Public Plan Commitments in December 2025 Allocation Insights

In December, Dakota tracked over $13.2B across 154 investments from 51 distinct pension funds and other institutional investors disclosing their commitments. In this piece, we highlight the top...

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Top 5 Companies Likely to Transact (Jan 12, 2026)

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Top 5 Companies Likely to Transact (Jan 12, 2026)

Tracking when private companies are nearing a sale, recap, or financing event has always been a guessing game. With thousands of sponsor-backed firms spread across sectors and geographies, most deal...

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Top RIA Channel Updates (December 2025): Key Insights

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Top RIA Channel Updates (December 2025): Key Insights

A record-breaking year for consolidation and investment in the RIA space ended with a bang, not a whimper, as Dakota tracked 28 M&A transactions representing more than $21B in AUM during the month of...

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Top 5 Companies Likely to Transact (Jan 9, 2026)

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Top 5 Companies Likely to Transact (Jan 9, 2026)

Tracking when private companies are nearing a sale, recap, or financing event has always been a guessing game. With thousands of sponsor-backed firms spread across sectors and geographies, most deal...

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Top 10 Financials Transactions (December 2025)

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Top 10 Financials Transactions (December 2025)

For deal sourcers, staying current on private company activity is critical to spotting active buyers, tracking market trends, and uncovering emerging investment opportunities ahead of competitors. In...

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Top 10 Communication Services Transactions (December 2025)

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Top 10 Communication Services Transactions (December 2025)

For deal sourcers, staying current on private company activity is critical to spotting active buyers, tracking market trends, and uncovering emerging investment opportunities ahead of competitors. In...

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What is the Dakota Marketplace Chrome Extension?

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What is the Dakota Marketplace Chrome Extension?

Investment teams don’t struggle because they lack data, they struggle because that data is fragmented. Prospecting happens on LinkedIn, research happens on firm websites and news articles, and...

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Top 5 Companies Likely to Transact (Jan 8, 2026)

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Top 5 Companies Likely to Transact (Jan 8, 2026)

Tracking when private companies are nearing a sale, recap, or financing event has always been a guessing game. With thousands of sponsor-backed firms spread across sectors and geographies, most deal...

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Top New Funds Added to Dakota Marketplace (December 2025)

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Top New Funds Added to Dakota Marketplace (December 2025)

Managers across private equity, private credit, real assets, and venture capital kept launching new strategies into year-end — signaling that the 2026 fundraising and deployment cycle is already...

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Top International RFPs (December 2025)

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Top International RFPs (December 2025)

If you work with institutional investors, staying ahead of new searches isn’t just helpful. It’s essential. It’s how you win mandates, deepen relationships, and grow your business. But too often,...

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Top 10 Healthcare Transactions (December 2025)

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Top 10 Healthcare Transactions (December 2025)

For deal sourcers, staying current on private company activity is critical to spotting active buyers, tracking market trends, and uncovering emerging investment opportunities ahead of competitors. In...

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Top 10 Energy Transactions (December 2025)

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Top 10 Energy Transactions (December 2025)

For deal sourcers, staying current on private company activity is critical to spotting active buyers, tracking market trends, and uncovering emerging investment opportunities ahead of competitors. In...

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December 2025 Financial Advisor Moves | Firm Changes

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December 2025 Financial Advisor Moves | Firm Changes

The Northeast saw the most December advisor transitions with 19 moves totaling at least $12.1B in disclosed client assets, followed by the Southeast with 13 moves ($1.8B). The Midwest was next with...

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Top 5 Companies Likely to Transact (Jan 7, 2026)

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Top 5 Companies Likely to Transact (Jan 7, 2026)

Tracking when private companies are nearing a sale, recap, or financing event has always been a guessing game. With thousands of sponsor-backed firms spread across sectors and geographies, most deal...

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Why Spreadsheet-Only CRM Reporting Fails, and How Dakota Joe Replaces It With AI

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Why Spreadsheet-Only CRM Reporting Fails, and How Dakota Joe Replaces It With AI

Sales, fundraising, and deal sourcing teams are under more pressure than ever to move quickly, stay organized, and personalize every interaction. At the same time, the amount of data sitting inside...

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Top 10 Investors in AI Infrastructure & Cloud

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Top 10 Investors in AI Infrastructure & Cloud

Dakota Private Markets is a highly curated database of GPs, Funds, Private Companies, Performance and Benchmarks across all asset classes. Click to learn more. AI is forcing a rebuild of the modern...

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What’s New in Dakota Marketplace (December 2025 Product Updates)

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What’s New in Dakota Marketplace (December 2025 Product Updates)

Fundraising is hard. Dakota makes it easier. At Dakota, our mission is simple: make fundraising easier for investment sales teams. Dakota Marketplace is the only database built, used, and updated by...

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Top 5 Companies Likely to Transact (Jan 6, 2026)

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Top 5 Companies Likely to Transact (Jan 6, 2026)

Tracking when private companies are nearing a sale, recap, or financing event has always been a guessing game. With thousands of sponsor-backed firms spread across sectors and geographies, most deal...

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Top 3 AI Reporting Best Practices for Private Markets & Investor Relations Teams

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Top 3 AI Reporting Best Practices for Private Markets & Investor Relations Teams

Private markets teams are dealing with more data, more stakeholders, and more pressure than ever before… yet reporting and relationship insights still feel harder than they should. As allocator...

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5 Key Features to the Marketplace for Salesforce Integration

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5 Key Features to the Marketplace for Salesforce Integration

Salesforce is meant to be the system that brings your fundraising efforts together. But for many investment firms, it quickly becomes another tool teams avoid. Data lives in too many places,...

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Top 5 Companies Likely to Transact (Jan 5, 2026)

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Top 5 Companies Likely to Transact (Jan 5, 2026)

Tracking when private companies are nearing a sale, recap, or financing event has always been a guessing game. With thousands of sponsor-backed firms spread across sectors and geographies, most deal...

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Permira & Warburg Pincus Take Clearwater Private in $8.4B Fintech Buyout

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Permira & Warburg Pincus Take Clearwater Private in $8.4B Fintech Buyout

In a major deal for financial technology, a private-equity group led by Permira and Warburg Pincus agreed to acquire Clearwater Analytics Holdings Inc. in a take-private transaction valuing the...

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Top Signs Betting Is Becoming the Backbone of Sports Media

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Top Signs Betting Is Becoming the Backbone of Sports Media

The line between sportsbook and broadcast is blurring fast. What once lived on opposite sides of the screen is now converging into a single experience, one where watching and wagering reinforce each...

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Top 10 Transactions December 15 - 19, 2025

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Top 10 Transactions December 15 - 19, 2025

The private company data space is vast, fragmented, and often overwhelming. Deal sourcing teams are faced with endless streams of announcements, filings, atSnd rumors, making it difficult to pinpoint...

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Top 5 Companies Likely to Transact | 12/22

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Top 5 Companies Likely to Transact | 12/22

Tracking when private companies are nearing a sale, recap, or financing event has always been a guessing game. With thousands of sponsor-backed firms spread across sectors and geographies, most deal...

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Top M&A Deals in Digital Infrastructure & AI 2025

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Top M&A Deals in Digital Infrastructure & AI 2025

Digital infrastructure and artificial intelligence are no longer emerging investment themes. They are reshaping how capital is deployed across private equity, growth equity, and strategic M&A. Deal...

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Top 10 Bank Trusts in Malaysia | 2025

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Top 10 Bank Trusts in Malaysia | 2025

Bank trusts are essential players in the wealth management space. Acting as fiduciaries, these institutions support families, individuals, and organizations with estate planning, asset protection,...

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Top 5 Companies Likely to Transact | 12/19

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Top 5 Companies Likely to Transact | 12/19

Tracking when private companies are nearing a sale, recap, or financing event has always been a guessing game. With thousands of sponsor-backed firms spread across sectors and geographies, most deal...

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Top EIF-Backed European PE, VC, & Private Credit Firms

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Top EIF-Backed European PE, VC, & Private Credit Firms

The European Investment Fund (EIF) is the EU’s specialist provider of risk finance, focused on improving access to capital for SMEs and small mid-caps across Europe. As part of the EIB Group, the EIF...

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Top 10 New RIAs Added to Dakota Marketplace | November 2025

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Top 10 New RIAs Added to Dakota Marketplace | November 2025

We are pleased to present the Monthly Report of Recently Registered RIAs - November 2025. We are continuously blown away by the large number of newly independent RIAs and investment firms from the...

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Top 10 Bank Trusts in Denmark | 2025

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Top 10 Bank Trusts in Denmark | 2025

Bank trusts are essential players in the wealth management space. Acting as fiduciaries, these institutions support families, individuals, and organizations with estate planning, asset protection,...

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Top CVC Predictions for 2026 | Future Insights

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Top CVC Predictions for 2026 | Future Insights

Corporate venture capital has quietly crossed an important threshold. What once sat on the fringes of corporate innovation strategy is now deeply embedded in how companies think about growth,...

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How To Optimize Your Public Pension Fund Research

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How To Optimize Your Public Pension Fund Research

If you’re in institutional sales targeting public pension funds or consultants, the challenge is familiar. Staying current on allocator activity takes far more time than it should. Between navigating...

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Top 10 IQT Portfolio Companies 2025

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Top 10 IQT Portfolio Companies 2025

In-Q-Tel (IQT), founded in 1999, is the U.S. intelligence community’s strategic bridge to the commercial technology sector, accelerating the adoption of dual-use innovations across defense, security,...

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Top Ways Private Capital is Redefining College Sports

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Top Ways Private Capital is Redefining College Sports

The amateur ideal that once defined college athletics is giving way to something far more structured, and far more capital-intensive. Across conferences, media partners, and governing bodies, college...

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Top Themes Driving Private Markets as We Close out 2025

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Top Themes Driving Private Markets as We Close out 2025

Private markets remained steady in 2025, with investors becoming more discerning With more capital chasing fewer high-quality opportunities, allocators and managers alike are being forced to make...

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Top 5 Middle Market Private Equity Funds | 2018 Vintage Performance Leaders

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Top 5 Middle Market Private Equity Funds | 2018 Vintage Performance Leaders

At Dakota, our private fund performance and benchmarking data covers more than 14,000 private funds across venture capital, private equity, real assets, plus private credit, enabling allocators and...

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Why Relationships Still Win in Private Equity: The City Scheduling Advantage

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Why Relationships Still Win in Private Equity: The City Scheduling Advantage

As a founder of a SaaS business, I’ve spoken with countless smart, thoughtful, and accomplished private equity investors. Recently, after recording an episode of The Dakota Way Sales Coaching, I was...

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Top 5 Companies Likely to Transact | 12/18

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Top 5 Companies Likely to Transact | 12/18

Tracking when private companies are nearing a sale, recap, or financing event has always been a guessing game. With thousands of sponsor-backed firms spread across sectors and geographies, most deal...

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Top 5 Companies Likely to Transact | 12/17

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Top 5 Companies Likely to Transact | 12/17

Tracking when private companies are nearing a sale, recap, or financing event has always been a guessing game. With thousands of sponsor-backed firms spread across sectors and geographies, most deal...

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Top Infrastructure Funds Driving the Energy Transition

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Top Infrastructure Funds Driving the Energy Transition

The energy transition continues to be one of the most durable and well-capitalized themes in private markets. Infrastructure fundraising has surged as institutional investors allocate to strategies...

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Top 10 Growth Equity Firms in SaaS & Vertical Software

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Top 10 Growth Equity Firms in SaaS & Vertical Software

Dakota Private Markets is a highly curated database of GPs, Funds, Private Companies, Performance and Benchmarks across all asset classes. Click to learn more. SaaS and vertical software now power...

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Top CVC Signals for 2025–2026 M&A | Insights

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Top CVC Signals for 2025–2026 M&A | Insights

Corporate venture capital (CVC) has evolved into more than a sidecar strategy. With over 2,300 corporations investing directly or through formal venture arms, triple the number from a decade ago,...

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How to Make Your CRM Your Most Used Asset and What You Get in Return

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How to Make Your CRM Your Most Used Asset and What You Get in Return

For investment sales teams, the CRM should be the single source of truth for relationships, activity, and pipeline. Yet in many firms, it still feels like a system of record rather than a system of...

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Top 10 DIU Portfolio Companies | December 2025 Insights

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Top 10 DIU Portfolio Companies | December 2025 Insights

The Defense Innovation Unit (DIU), founded in 2015, is the Department of Defense’s bridge to the commercial tech sector, accelerating the adoption of commercial and dual-use technologies across the...

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Top 5 Companies Likely to Transact | 12/16

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Top 5 Companies Likely to Transact | 12/16

Tracking when private companies are nearing a sale, recap, or financing event has always been a guessing game. With thousands of sponsor-backed firms spread across sectors and geographies, most deal...

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Top Use-Cases for Natural-Language Report Builders in a CRM Environment

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Top Use-Cases for Natural-Language Report Builders in a CRM Environment

CRMs are full of valuable data, but most teams struggle to turn that data into timely insight. Reports are slow to build, questions get routed to ops teams, and decisions are often made with partial...

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Top 10 Bank Trusts in Spain | 2025

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Top 10 Bank Trusts in Spain | 2025

Bank trusts are essential players in the wealth management space. Acting as fiduciaries, these institutions support families, individuals, and organizations with estate planning, asset protection,...

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Top 10 Transactions December 8 - 12, 2025

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Top 10 Transactions December 8 - 12, 2025

The private company data space is vast, fragmented, and often overwhelming. Deal sourcing teams are faced with endless streams of announcements, filings, atSnd rumors, making it difficult to pinpoint...

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Apollo Considers $3B+ Exit From Invited | Private Equity Eyes Premium Club Sale or IPO

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Apollo Considers $3B+ Exit From Invited | Private Equity Eyes Premium Club Sale or IPO

Apollo Global Management is weighing a possible sale or IPO of Invited, the large U.S. membership-club operator it took private in 2017. A deal could value the company at over $3 billion including...

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Top Sports Investment Trends to Watch in 2026

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Top Sports Investment Trends to Watch in 2026

2025 marked another year of capital flowing into sports, but the real story wasn’t blockbuster team stakes. Instead, investors leaned into platforms, technology, and infrastructure that scale beyond...

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Top 5 Companies Likely to Transact | 12/15

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Top 5 Companies Likely to Transact | 12/15

Tracking when private companies are nearing a sale, recap, or financing event has always been a guessing game. With thousands of sponsor-backed firms spread across sectors and geographies, most deal...

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Cybersecurity Consolidation 3.0: How PE Firms Are Building the Next Generation of Defense Platforms

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Cybersecurity Consolidation 3.0: How PE Firms Are Building the Next Generation of Defense Platforms

Until about three years ago, I knew very little about cybersecurity. Since then, it has become impossible to ignore as the conversation around it has grown louder, more urgent, and more...

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City Scheduling for Investment Sales: The Most Effective Outreach Strategy You’re Not Using

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City Scheduling for Investment Sales: The Most Effective Outreach Strategy You’re Not Using

Investment sales has never been more competitive. Decision-makers are harder to reach, inboxes are more crowded, and generic outreach is easier than ever to ignore. As a result, many sales teams are...

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Top M&A Moves Driving the Next Phase of Sports Betting

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Top M&A Moves Driving the Next Phase of Sports Betting

Sports betting M&A has entered a more disciplined phase. The market has moved past early land grabs and minority positions, shifting toward transactions that deliver control, integration, and...

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Top 10 Bank Trusts in France | 2025 Insights

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Top 10 Bank Trusts in France | 2025 Insights

Bank trusts are essential players in the wealth management space. Acting as fiduciaries, these institutions support families, individuals, and organizations with estate planning, asset protection,...

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Top 10 Information Technology Transactions | November 2025

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Top 10 Information Technology Transactions | November 2025

For deal sourcers, staying current on private company activity is critical to spotting active buyers, tracking market trends, and uncovering emerging investment opportunities ahead of competitors. In...

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Top 10 Consumer Staple Transactions | November 2025

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Top 10 Consumer Staple Transactions | November 2025

For deal sourcers, staying current on private company activity is critical to spotting active buyers, tracking market trends, and uncovering emerging investment opportunities ahead of competitors. In...

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Top Institutional Investors Betting Big on Sports Right Now

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Top Institutional Investors Betting Big on Sports Right Now

Sports investing has entered a new phase. What was once dominated by team owners, family offices, and opportunistic capital is now drawing serious attention from pensions, private equity firms, and...

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Top 10 Industrial Transactions | November 2025

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Top 10 Industrial Transactions | November 2025

Overview of November’s Industrial Transactions For deal sourcers, staying current on private company activity is critical to spotting active buyers, tracking market trends, and uncovering emerging...

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Top 10 Real Estate Transactions | November 2025

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Top 10 Real Estate Transactions | November 2025

Overview of November Real Estate Transactions For deal sourcers, staying current on private company activity is critical to spotting active buyers, tracking market trends, and uncovering emerging...

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Top 10 Material Transactions | November 2025

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Top 10 Material Transactions | November 2025

Overview of November Material Transactions For deal sourcers, staying current on private company activity is critical to spotting active buyers, tracking market trends, and uncovering emerging...

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Top 10 Best Practices for Emerging Managers Penetrating the RIA Channel

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Top 10 Best Practices for Emerging Managers Penetrating the RIA Channel

Breaking into the RIA channel has never been more competitive. Advisors are inundated with manager outreach, client expectations are rising, and differentiation is harder to sustain as products...

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Top New Funds Added to Dakota Marketplace | November 2025

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Top New Funds Added to Dakota Marketplace | November 2025

Managers across private equity, private credit, real assets, and venture capital continued to roll out new strategies in November, signaling that, even after several challenging vintages, the next...

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Top 10 Venture Firms in Biotech & Therapeutics | 2025

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Top 10 Venture Firms in Biotech & Therapeutics | 2025

Dakota Private Markets is a highly curated database of GPs, Funds, Private Companies, Performance and Benchmarks across all asset classes. Click to learn more. Behind every transformative therapeutic...

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Top 10 Consumer Discretionary Transactions | November 2025

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Top 10 Consumer Discretionary Transactions | November 2025

For deal sourcers, staying current on private company activity is critical to spotting active buyers, tracking market trends, and uncovering emerging investment opportunities ahead of competitors. In...

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Top 10 Utilities Transactions | November 2025

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Top 10 Utilities Transactions | November 2025

For deal sourcers, staying current on private company activity is critical to spotting active buyers, tracking market trends, and uncovering emerging investment opportunities ahead of competitors. In...

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Dakota Recommends: Where to Stay, Meet, and Eat in NYC

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Dakota Recommends: Where to Stay, Meet, and Eat in NYC

Whether you’re traveling for a conference, meetings, or a quick overnight trip, having reliable go-to spots in a city can make all the difference. At Dakota, we’ve spent years on the road meeting...

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Top Trends Transforming Corporate Venture Capital

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Top Trends Transforming Corporate Venture Capital

Corporate venture capital has shifted from experimental innovation arms to core strategic engines for the world’s largest incumbents. With over 2,300 corporates now actively investing, CVC is...

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Top 10 Transactions December 1 - 5, 2025

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Top 10 Transactions December 1 - 5, 2025

The private company data space is vast, fragmented, and often overwhelming. Deal sourcing teams are faced with endless streams of announcements, filings, atSnd rumors, making it difficult to pinpoint...

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Top New Continuation Vehicles in Dakota Marketplace | November 2025

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Top New Continuation Vehicles in Dakota Marketplace | November 2025

Continuation vehicles have rapidly evolved from a niche solution into a central feature of the private equity secondaries landscape. Once seen primarily as a tool for liquidity in legacy assets, they...

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Top 10 Financial Transactions | November 2025

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Top 10 Financial Transactions | November 2025

For deal sourcers, staying current on private company activity is critical to spotting active buyers, tracking market trends, and uncovering emerging investment opportunities ahead of competitors. In...

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Netflix to Acquire Warner Bros. in an $82.7 Billion Deal

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Netflix to Acquire Warner Bros. in an $82.7 Billion Deal

Netflix surprised the entertainment world on December 5, 2025 when it announced plans to acquire Warner Bros.’ studios and most of Warner Bros. Discovery’s streaming business in a deal valued at...

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Top 10 Communication Services Transactions | November 2025

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Top 10 Communication Services Transactions | November 2025

For deal sourcers, staying current on private company activity is critical to spotting active buyers, tracking market trends, and uncovering emerging investment opportunities ahead of competitors. In...

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Top 5 Companies Likely to Transact | 12/9

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Top 5 Companies Likely to Transact | 12/9

Tracking when private companies are nearing a sale, recap, or financing event has always been a guessing game. With thousands of sponsor-backed firms spread across sectors and geographies, most deal...

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Top 10 Energy Transactions | November 2025

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Top 10 Energy Transactions | November 2025

For deal sourcers, staying current on private company activity is critical to spotting active buyers, tracking market trends, and uncovering emerging investment opportunities ahead of competitors. In...

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Dakota Recommends: Where to Stay, Meet, and Eat in London

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Dakota Recommends: Where to Stay, Meet, and Eat in London

Whether you’re traveling for a conference, meetings, or a quick overnight trip, having reliable go-to spots in a city can make all the difference. At Dakota, we’ve spent years on the road meeting...

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Tired of Switching Platforms? Dakota’s API Brings All Your Data Together

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Tired of Switching Platforms? Dakota’s API Brings All Your Data Together

If your team is juggling multiple platforms, outdated spreadsheets, and half-complete contact lists just to keep your pipeline moving, you’re not alone. The real challenge isn’t finding data. It’s...

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Top 5 Companies Likely To Transact | 12/8

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Top 5 Companies Likely To Transact | 12/8

Tracking when private companies are nearing a sale, recap, or financing event has always been a guessing game. With thousands of sponsor-backed firms spread across sectors and geographies, most deal...

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Top 10 Healthcare Transactions | November 2025

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Top 10 Healthcare Transactions | November 2025

For deal sourcers, staying current on private company activity is critical to spotting active buyers, tracking market trends, and uncovering emerging investment opportunities ahead of competitors. In...

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Top Investment RFPs from November 2025 | Key Opportunities

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Top Investment RFPs from November 2025 | Key Opportunities

November activity reflected a steady pipeline of institutional searches, with Dakota tracking a broad mix of RFPs totaling $1.1B across public equities, fixed income, real assets, multi-asset...

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Top 5 Real Estate Companies Likely to Transact | 12/5

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Top 5 Real Estate Companies Likely to Transact | 12/5

Tracking when private companies are nearing a sale, recap, or financing event has always been a guessing game. With thousands of sponsor-backed firms spread across sectors and geographies, most deal...

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API Package Options for 13F Data | December 2025

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API Package Options for 13F Data | December 2025

Need to Know Who Owns What? 13F Data Can Tell You. If you work in investor relations, equity research, or corporate strategy, chances are you’ve wrestled with SEC filings to understand who’s holding...

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Dakota Recommends: Where to Stay, Meet, and Eat in Minneapolis

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Dakota Recommends: Where to Stay, Meet, and Eat in Minneapolis

Whether you’re traveling for a conference, meetings, or a quick overnight trip, having reliable go-to spots in a city can make all the difference. At Dakota, we’ve spent years on the road meeting...

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Top 5 Standout 2014 Vintage Early-Stage Venture Funds

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Top 5 Standout 2014 Vintage Early-Stage Venture Funds

At Dakota, our private fund performance data covers more than 14,000 private funds across venture capital, private equity, real assets, plus private credit, enabling allocators and managers to...

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Top Public Plan Commitments in November 2025 | Allocation Insights

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Top Public Plan Commitments in November 2025 | Allocation Insights

In November, Dakota tracked over $18.6B across 115 commitments from 35 distinct pension funds and other public institutional investors. In this article, we highlight the top allocators and...

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Top RIA Channel Updates in November 2025 | Key Insights

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Top RIA Channel Updates in November 2025 | Key Insights

The momentum of a record-breaking year for RIA M&A activity continued in November, as Dakota tracked 26 M&A transactions representing approximately $62B in AUM during the month. Similar to October,...

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How to Enhance Your Investment Sales Team Efficiency with Dakota Marketplace

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How to Enhance Your Investment Sales Team Efficiency with Dakota Marketplace

Fundraising is harder than ever. Allocators are busier. Inboxes are flooded. Meeting competition is fierce. And every minute your team spends sorting through outdated spreadsheets or chasing bad...

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API Package Options for Private Company Data

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API Package Options for Private Company Data

You Know the Companies. But Do You Know Who’s Behind Them? If you’re in corporate development, private equity, or M&A advisory, you already know that sourcing private company intel is hard. The...

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Top 10 Bank Trusts in Italy | 2025 Insights

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Top 10 Bank Trusts in Italy | 2025 Insights

Bank trusts are essential players in the wealth management space. Acting as fiduciaries, these institutions support families, individuals, and organizations with estate planning, asset protection,...

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API Package Options for Financial Advisors | 2025 Guide

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API Package Options for Financial Advisors | 2025 Guide

Your Distribution Channel Is Huge. But Are You Reaching the Right People? If you’re working in fund distribution or asset‑raising via the wealth channel, you know the challenge: there are hundreds of...

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Top 10 FAQs on Dakota Marketplace | December 2025

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Top 10 FAQs on Dakota Marketplace | December 2025

In today’s competitive investment landscape, success hinges on access… to the right people, the right opportunities, and the right information. For fundraising and deal teams, that means relying on...

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Top 10 Healthcare PE Firms | 2025 Insights

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Top 10 Healthcare PE Firms | 2025 Insights

Healthcare continues to be one of the most investable, resilient, and innovation-driven sectors in the private markets. But identifying which private equity firms truly specialize in healthcare,...

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How to Raise Capital: 10 Best Practices From Dakota’s Sales Coaching

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How to Raise Capital: 10 Best Practices From Dakota’s Sales Coaching

Fundraising is brutal. You’re setting meetings, dealing with rejection, and operating in an environment with no feedback loop. You’ll send 200 emails and hear nothing. Walk into meetings blind. Grind...

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CRM & Salesforce Integration: Impact & Benefits

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CRM & Salesforce Integration: Impact & Benefits

At the core of investment sales is the need for precise tracking of every meeting, conversation, and follow-up. A CRM gives teams a centralized platform to monitor interactions, manage meeting notes,...

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Top 5 Industrials Companies Likely to Transact | 12/3

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Top 5 Industrials Companies Likely to Transact | 12/3

Tracking when private companies are nearing a sale, recap, or financing event has always been a guessing game. With thousands of sponsor-backed firms spread across sectors and geographies, most deal...

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API Packages for International LP Data | 2025 Options

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API Packages for International LP Data | 2025 Options

Raising capital across borders? Your data needs to follow. If you’re working on global fundraising, you’ve probably already got data… vast oceans of it. But the real issue isn’t quantity. It’s...

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Black Forest Labs Raises $300M at $3.25B: Flux Image Models Lead AI Funding Momentum

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Black Forest Labs Raises $300M at $3.25B: Flux Image Models Lead AI Funding Momentum

Black Forest Labs has raised a $300 million Series B round that values the company at $3.25 billion, marking one of the largest financings in the generative image AI segment. The round includes new...

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Top 10 Transactions November 24 - 28, 2025

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Top 10 Transactions November 24 - 28, 2025

The private company data space is vast, fragmented, and often overwhelming. Deal sourcing teams are faced with endless streams of announcements, filings, atSnd rumors, making it difficult to pinpoint...

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Top International RFPs November 2025 | Key Opportunities

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Top International RFPs November 2025 | Key Opportunities

If you work with institutional investors, staying ahead of new searches isn’t just helpful. It’s essential. It’s how you win mandates, deepen relationships, and grow your business. But too often,...

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November 2025 Financial Advisor Moves | Firm Changes

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November 2025 Financial Advisor Moves | Firm Changes

The Southeast saw the most November advisor transitions with 20 moves totaling at least $25.6B in client assets, followed by the Northeast with 16 moves ($11.8B). The West ($5.5B) and Midwest ($3.5B)...

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Top Companies Likely to Transact | 12/2

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Top Companies Likely to Transact | 12/2

Tracking when private companies are nearing a sale, recap, or financing event has always been a guessing game. With thousands of sponsor-backed firms spread across sectors and geographies, most deal...

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Top Sports Deals of November 2025: FanDuel, Polymarket, NEP & MLB Franchise Sales

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Top Sports Deals of November 2025: FanDuel, Polymarket, NEP & MLB Franchise Sales

From blockbuster franchise sales to billion-dollar bets on the future of sports tech and regulated wagering, November 2025 delivered a wave of deals that made one thing clear. The sports industry is...

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LP Data for Fundraising: How Dakota’s API Delivers Real-Time US & Canada Allocator Intelligence

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LP Data for Fundraising: How Dakota’s API Delivers Real-Time US & Canada Allocator Intelligence

You Don’t Need More LP Data. You Need It to Work. If you're on a fundraising team, chances are you’re not short on data. You’ve got lists. You’ve got spreadsheets. You’ve got platforms and databases...

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Top 5 Companies Likely to Transact | 12/1

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Top 5 Companies Likely to Transact | 12/1

Tracking when private companies are nearing a sale, recap, or financing event has always been a guessing game. With thousands of sponsor-backed firms spread across sectors and geographies, most deal...

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The Top Sectors for Corporate Investment 2025

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The Top Sectors for Corporate Investment 2025

Corporate venture capital has grown from an innovation outpost to a strategic force. Today, more than 2,300 corporations are investing directly or through venture arms, three times the number a...

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Top 10 Features of Dakota's Joe Report Builder

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Top 10 Features of Dakota's Joe Report Builder

Fundraising is hard. You’re juggling outreach, follow-ups, tracking commitments, and preparing reports all while trying to stay focused on building relationships. At Dakota, we believe your time is...

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Top 10 Bank Trusts in China | 2025 Insights

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Top 10 Bank Trusts in China | 2025 Insights

Bank trusts are essential players in the wealth management space. Acting as fiduciaries, these institutions support families, individuals, and organizations with estate planning, asset protection,...

Analyst Reports

Dakota June 2025 Healthcare Report

Analyst Reports

Dakota June 2025 Healthcare Report

Dakota's June 2025 Healthcare Transactions Report offers a data-rich analysis of healthcare deal activity, investment trends across key verticals, and emerging themes shaping capital deployment, all...

Analyst Reports

Dakota Q2 2025 Institutional Allocation Summary Report

Analyst Reports

Dakota Q2 2025 Institutional Allocation Summary Report

The Dakota Q2 2025 Public Pension Allocations Report offers a data-rich analysis of institutional capital deployment, asset class trends, and themes driving allocation behavior, all to deliver...

Analyst Reports

Dakota June 2025 Monthly Roundup

Analyst Reports

Dakota June 2025 Monthly Roundup

The Dakota June Monthly Roundup offers data-driven insights on institutional capital allocation, fundraising trends, and strategic shifts across private markets.

Pension Brief

June 2025 Public Pension Brief

Pension Brief

June 2025 Public Pension Brief

This brief is a compilation of the meeting notes of June 2025 from public pensions across the country. Access them all in one place, right when you need them.

Analyst Reports

Dakota May 2025 Monthly Roundup

Analyst Reports

Dakota May 2025 Monthly Roundup

The Dakota May Monthly Roundup offers data-driven insights on institutional capital allocation, fundraising trends, and strategic shifts across private markets.

Pension Brief

May 2025 Public Pension Brief

Pension Brief

May 2025 Public Pension Brief

This brief is a compilation of the meeting notes of May 2025 from public pensions across the country. Access them all in one place, right when you need them.

Analyst Reports

Dakota April 2025 Monthly Roundup

Analyst Reports

Dakota April 2025 Monthly Roundup

The Dakota April Monthly Roundup offers data-driven insights on institutional capital allocation, fundraising trends, and strategic shifts across private markets.

Pension Brief

April 2025 Public Pension Brief

Pension Brief

April 2025 Public Pension Brief

This brief is a compilation of the meeting notes of April 2025 from public pensions across the country. Access them all in one place, right when you need them.

Analyst Reports

Dakota Consumer Investing Report

Analyst Reports

Dakota Consumer Investing Report

The Dakota Consumer Investing Report examines how shifting consumer behaviors, wellness trends, and technological innovation are fueling investment opportunities across beauty, pet care, food, and...

Analyst Reports

Dakota Q1 2025 Institutional Allocation Summary Report

Analyst Reports

Dakota Q1 2025 Institutional Allocation Summary Report

The Dakota Q1 2025 Public Pension Allocations Report offers a data-rich analysis of institutional capital deployment, asset class trends, and themes driving allocation behavior, all to deliver...

Analyst Reports

Dakota March 2025 Monthly Roundup

Analyst Reports

Dakota March 2025 Monthly Roundup

The Dakota March Monthly Roundup offers data-driven insights on institutional capital allocation, fundraising trends, and strategic shifts across private markets.

Pension Brief

March 2025 Public Pension Brief

Pension Brief

March 2025 Public Pension Brief

This brief is a compilation of the meeting notes of March 2025 from public pensions across the country. Access them all in one place, right when you need them.

Analyst Reports

Emerging Buyout GPs to Watch in 2025 Report

Analyst Reports

Emerging Buyout GPs to Watch in 2025 Report

The Emerging Buyout GPs to Watch in 2025 brings you a curated list of rising private equity firms recognized for strong performance, strategic focus, and early institutional traction—helping you stay...

Analyst Reports

Established Buyout GPs to Watch in 2025 Report

Analyst Reports

Established Buyout GPs to Watch in 2025 Report

The Established Buyout GPs to Watch in 2025 brings you a curated list of established firms that have demonstrated consistency, strong returns, and institutional fund growth, so you can stay ahead of...

Analyst Reports

Dakota February 2025 Monthly Roundup

Analyst Reports

Dakota February 2025 Monthly Roundup

The Dakota February Monthly Roundup offers data-driven insights on institutional capital allocation, fundraising trends, and strategic shifts across private markets.

eBook

Fundraising Around The World

eBook

Fundraising Around The World

This eBook takes you on a global tour of fundraising opportunities across eight major regions: the United Kingdom, Europe, the Middle East, Asia, the Nordic Region, Latin America, Canada, and...

Pension Brief

February 2025 Public Pension Brief

Pension Brief

February 2025 Public Pension Brief

This brief is a compilation of the meeting notes of February 2025 from public pensions across the country. Access them all in one place, right when you need them.

Pension Brief

January 2025 Public Pension Brief

Pension Brief

January 2025 Public Pension Brief

This brief is a compilation of the meeting notes of January 2025 from public pensions across the country. Access them all in one place, right when you need them.

Pension Brief

December 2024 Public Pension Brief

Pension Brief

December 2024 Public Pension Brief

This brief is a compilation of December's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Pension Brief

November 2024 Public Pension Brief

Pension Brief

November 2024 Public Pension Brief

This brief is a compilation of November's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

eBook

Mastering Quarterly Webinars: Best Practices for Investment Firms

eBook

Mastering Quarterly Webinars: Best Practices for Investment Firms

In this eBook, you'll find the comprehensive guide to planning, hosting, and maximizing the impact of your client communication through utilizing a quarterly update webinar.

Pension Brief

October 2024 Public Pension Brief

Pension Brief

October 2024 Public Pension Brief

This brief is a compilation of October's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Analyst Reports

Q3 2024 Alternatives Pension Summary

Analyst Reports

Q3 2024 Alternatives Pension Summary

This report gives a detailed overview of 2024's third quarter alternative public pensions, detailing $37.5 billion in pension fund allocations across various alternative investments like private...

Pension Brief

September 2024 Public Pension Brief

Pension Brief

September 2024 Public Pension Brief

This brief is a compilation of September's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

eBook

Targeting Top RIAs: A Guide to Leading Firms in the Major US Metros

eBook

Targeting Top RIAs: A Guide to Leading Firms in the Major US Metros

Discover the top Registered Investment Advisors (RIAs) in key U.S. metro areas with Dakota’s exclusive eBook. Get insights on leading firms and their AUM to help you target the right RIAs in the most...

eBook

The Definitive Guide to Raising Capital from RIAs

eBook

The Definitive Guide to Raising Capital from RIAs

This guide provides investment professionals with key strategies and actionable insights for successfully raising capital in the growing RIA market. Covering everything from identifying the right...

Pension Brief

August 2024 Public Pension Brief

Pension Brief

August 2024 Public Pension Brief

This brief is a compilation of August's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Pension Brief

July 2024 Public Pension Brief

Pension Brief

July 2024 Public Pension Brief

This brief is a compilation of July's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Analyst Reports

Q2 2024 Alternatives Pension Summary

Analyst Reports

Q2 2024 Alternatives Pension Summary

This report gives a detailed overview of 2024's third quarter alternative public pensions, including trends and comparisons to prior years. Inside, you'll find a breakdown of the top asset class...

Pension Brief

June 2024 Public Pension Summary

Pension Brief

June 2024 Public Pension Summary

This brief is a compilation of June's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Pension Brief

May 2024 Public Pension Summary

Pension Brief

May 2024 Public Pension Summary

This brief is a compilation of May's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Pension Brief

April 2024 Public Pension Summary

Pension Brief

April 2024 Public Pension Summary

This brief is a compilation of April's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Analyst Reports

Q1 2024 Alternatives Pension Summary

Analyst Reports

Q1 2024 Alternatives Pension Summary

This report gives a detailed overview of 2024's first quarter alternative public pensions, including trends and comparisons to prior years. Inside, you'll find a breakdown of the top asset class...

Pension Brief

March 2024 Public Pension Summary

Pension Brief

March 2024 Public Pension Summary

This brief is a compilation of March's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Pension Brief

February 2024 Public Pension Brief

Pension Brief

February 2024 Public Pension Brief

This brief is a compilation of February's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Analyst Reports

Dakota 2023 Annual Fundraising Report

Analyst Reports

Dakota 2023 Annual Fundraising Report

The Dakota 2023 Annual Fundraising Report offers an overview of trends in pension fund allocations within the U.S. during 2023, highlighting significant shifts in investment strategies across various...

Analyst Reports

Q4 2023 Alternatives Pension Summary

Analyst Reports

Q4 2023 Alternatives Pension Summary

This report gives a detailed overview of 2023's fourth quarter alternative public pensions, including trends and comparisons to prior years. Inside, you'll find a breakdown of the top asset class...

Pension Brief

January 2024 Public Pension Brief

Pension Brief

January 2024 Public Pension Brief

This brief is a compilation of January's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

eBook

CRM Adoption eBook

eBook

CRM Adoption eBook

In this eBook, you'll find the knowledge on why your CRM is your most underutilized asset and how to fix this. Topics included in this guide are: What is a CRM? Why is your CRM holding you back? How...

eBook

Dakota Marketplace eBook

eBook

Dakota Marketplace eBook

In this eBook, you'll find the knowledge on why having clean and accurate data is of the utmost importance for your institutional investor database Topics included in this guide are: The importance...

Pension Brief

December 2023 Public Pension Brief

Pension Brief

December 2023 Public Pension Brief

This brief is a compilation of December's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Pension Brief

November 2023 Public Pension Brief

Pension Brief

November 2023 Public Pension Brief

This brief is a compilation of November's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Pension Brief

October 2023 Public Pension Brief

Pension Brief

October 2023 Public Pension Brief

This brief is a compilation of October's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Analyst Reports

Q3 2023 Alts Pension Summary

Analyst Reports

Q3 2023 Alts Pension Summary

This report gives a detailed overview of 2023's third quarter alternative public pensions, including trends and comparisons to prior years. Inside, you'll find a breakdown of the top asset class...

Pension Brief

September 2023 Public Pension Brief

Pension Brief

September 2023 Public Pension Brief

This brief is a compilation of September's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Pension Brief

August 2023 Public Pension Brief

Pension Brief

August 2023 Public Pension Brief

This brief is a compilation of August's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Pension Brief

July 2023 Public Pension Brief

Pension Brief

July 2023 Public Pension Brief

This brief is a compilation of July's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Analyst Reports

Q2 2023 Alts Pension Summary

Analyst Reports

Q2 2023 Alts Pension Summary

This report gives a detailed overview of 2023's second quarter alternative public pensions, including trends and comparisons to prior years. Inside, you'll find a breakdown of the top asset class...

Pension Brief

June 2023 Public Pension Brief

Pension Brief

June 2023 Public Pension Brief

This brief is a compilation of June's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Podcasts

Investing in Times of Uncertainty with Gildas Quinquis of Windrose Advisors

Podcasts

Investing in Times of Uncertainty with Gildas Quinquis of Windrose Advisors

Gildas Quinquis, Chief Investment Officer for the Boston-based Windrose Advisors, takes us through his nearly thirty-year career in investment management, describing how he approaches the current...

Podcasts

Going Outside the Model with Adam Landau, Cerity Partners

Podcasts

Going Outside the Model with Adam Landau, Cerity Partners

In this special edition episode, Adam takes the Dakota Live! team through Cerity's approach to risk management, the firm’s manager research and underwriting process, and what a potential client...

Podcasts

An Allocator's Journey with William Yung of Angeles Investments

Podcasts

An Allocator's Journey with William Yung of Angeles Investments

William Yung, Partner and Director of Private Markets at Angeles Investments, takes us on his career journey from wealth management to investment manager research for one of the financial industry’s...

Podcasts

Selling through the Cycle with Laura Esposito of Rockefeller Capital Management

Podcasts

Selling through the Cycle with Laura Esposito of Rockefeller Capital Management

Laura Esposito of Rockefeller Capital Management shares her nearly twenty-five years of client service and sales experience in this informative discussion on how she has navigated her successful...

Podcasts

Leading by Example with Angela Miller-May of the Illinois Municipal Retirement Fund

Podcasts

Leading by Example with Angela Miller-May of the Illinois Municipal Retirement Fund

Angela Miller-May, Chief Investment Officer for the Illinois Municipal Retirement Fund joins us at Dakota Live! for a special discussion on how she found her start in the investment management...

Podcasts

A Masterclass of Digital Assets Investing with Joe Marenda of Cambridge Associates

Podcasts

A Masterclass of Digital Assets Investing with Joe Marenda of Cambridge Associates

Joe Marenda, Partner, and Head of Digital Assets Investing with Cambridge Associates shares his experience through this masterclass on blockchain technology and digital assets investing.

Podcasts

Building Client Trust with Greg Leonberger of Marquette Associates

Podcasts

Building Client Trust with Greg Leonberger of Marquette Associates

Greg Leonberger is the Director of Research for Marquette Associates. Greg is responsible for creating the firm’s capital markets research and directing the investment strategies and policy.

Pension Brief

May 2023 Public Pension Brief

Pension Brief

May 2023 Public Pension Brief

This eBook is a compilation of May's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Podcasts

Delivering for Clients with Kate Pizzi of Fiducient Advisors

Podcasts

Delivering for Clients with Kate Pizzi of Fiducient Advisors

Kate Pizzi, Partner and Senior Consultant of Fiducient Advisors joins us at Dakota Live! to take us through her experience from actuary to portfolio manager to investment consultant and what she has...

Podcasts

Thinking Boldly with Chenae Edwards of NEPC

Podcasts

Thinking Boldly with Chenae Edwards of NEPC

Chenae Edwards, Partner with NEPC, LLC shares her investment consulting experience as she discusses the NEPC manager research process, how clients are maneuvering through the current market...

Podcasts

Staying on the Fairway with Andy Spellar, CIO of Fairfax County Employees' Retirement System

Podcasts

Staying on the Fairway with Andy Spellar, CIO of Fairfax County Employees' Retirement System

Andy Spellar, Chief Investment Officer for the Fairfax County Employees' Retirement System shares his journey over his two decades for the $5.0 billion Plan located in the suburbs of Washington, DC.

Podcasts

Home Country Bias with Ernst Knacke, Head of Research for Shard Capital

Podcasts

Home Country Bias with Ernst Knacke, Head of Research for Shard Capital

Ernst Knacke, Head of Research at London-based, Shard Capital Partners as well as its subsidiary, LeifBridge Investment Management joins the Dakota Live! Podcast to share his nearly twenty years of...

Podcasts

Listening to Many with Chris Brockmeyer, Director of Employee Benefits for the Broadway League

Podcasts

Listening to Many with Chris Brockmeyer, Director of Employee Benefits for the Broadway League

Chris Brockmeyer is the Director of Employee Benefit Funds for the Broadway League, the national trade association for the Broadway theatre industry.

Pension Brief

April 2023 Public Pension Brief

Pension Brief

April 2023 Public Pension Brief

This eBook is a compilation of April's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Podcasts

Family Office Opportunities with John Tassone of Forbes Family Trust

Podcasts

Family Office Opportunities with John Tassone of Forbes Family Trust

John Tassone is the Director of Investments for Forbes Family Trust. Forbes Family Trust is a multi-family office serving institutions and single-family offices as an outsourced investment advisor.

Podcasts

Recipes for Success with Doug MacBean, Deputy CIO of Caltech's Investment Office

Podcasts

Recipes for Success with Doug MacBean, Deputy CIO of Caltech's Investment Office

Doug MacBean, Deputy Chief Investment Officer of the California Institute of Technology’s Investment Office (Caltech) joins us at Dakota Live! to share the ingredients from his career and how he...

Analyst Reports

Q1 2023 Alternatives Public Pension Summary

Analyst Reports

Q1 2023 Alternatives Public Pension Summary

This report gives a detailed overview of the first quarter, 2023 alternative public pensions, including trends and comparisons to prior years. Inside, you'll find a breakdown of the top asset class...

Podcasts

Going Off Script with Razmig Der-Tavitian, CIO of SLK Private Wealth

Podcasts

Going Off Script with Razmig Der-Tavitian, CIO of SLK Private Wealth

Razmig Der-Tavitian, Chief Investment Officer with SLK Private Wealth joins us at Dakota Live! to share his experience as CIO of an independent Registered Investment Advisor (RIA).

Podcasts

Clarity of Vision with Ryan Hicke, CEO of SEI

Podcasts

Clarity of Vision with Ryan Hicke, CEO of SEI

Ryan Hicke, Chief Executive Officer of SEI joins us at Dakota Live! to share his journey from intern to the company's CEO.

Podcasts

Harmonizing your Asset Allocation with Jennifer DeSisto, CIO of Anchor Capital Advisors

Podcasts

Harmonizing your Asset Allocation with Jennifer DeSisto, CIO of Anchor Capital Advisors

Jennifer DeSisto, Chief Investment Officer of Anchor Capital Advisors joins us at Dakota Live! to take us through her experience from portfolio manager to asset allocator and what she has learned...

Pension Brief

March 2023 Public Pension Brief

Pension Brief

March 2023 Public Pension Brief

This eBook is a compilation of March's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Podcasts

Early-Stage Opportunities with Chris Winiarz of Stable Asset Management

Podcasts

Early-Stage Opportunities with Chris Winiarz of Stable Asset Management

Chris Winiarz, Chief Investment Officer of Stable Asset Management shares his journey from the endowment to the family office model through his role today as CIO of an investment firm focused on...

Podcasts

Insights Into OCIOs with William Kennedy of RiskBridge Advisors

Podcasts

Insights Into OCIOs with William Kennedy of RiskBridge Advisors

William “Bill” Kennedy is the CEO and Chief Investment Officer of RiskBridge Advisors, where the firm serves as an Outsourced Chief Investment Officer (OCIO) firm providing discretionary investment...

eBook

Andrew Krei Dakota Live! Interview

eBook

Andrew Krei Dakota Live! Interview

An exclusive interview with Andrew Krei from Dakota Live! Call #123

Podcasts

Finding Fixed Income Opportunities with Will Beck of Wilshire

Podcasts

Finding Fixed Income Opportunities with Will Beck of Wilshire

Will Beck of Wilshire is a Senior Vice President and member of Wilshire’s Traditional Manager Research Group where he focuses on fixed income strategies.

Podcasts

The Art of Storytelling with Aoifinn Devitt, CIO of the Moneta Group

Podcasts

The Art of Storytelling with Aoifinn Devitt, CIO of the Moneta Group

Aoifinn Devitt, Chief Investment Officer at Moneta, and founder and creator of The Fiftyfaces Podcast takes us on her career marathon from corporate law to being named the first female Chief...

Pension Brief

February 2023 Public Pension eBook

Pension Brief

February 2023 Public Pension eBook

This eBook is a compilation of February's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Podcasts

Running Towards Adversity with Mark Steed, CIO of Arizona PSPRS

Podcasts

Running Towards Adversity with Mark Steed, CIO of Arizona PSPRS

Mark Steed, Chief Investment Officer for the Arizona Public Safety Personnel Retirement System shares his journey from an intern to the Plan’s CIO.

Podcasts

Engaging OCIOs through Private Market Solutions with Carolyn Patton of TIFF Investment Management

Podcasts

Engaging OCIOs through Private Market Solutions with Carolyn Patton of TIFF Investment Management

Carolyn Patton, Head of Private Market Client Solutions at TIFF Investment Management shares how their business approaches private market assets on behalf of their clients.

Podcasts

Journey through John Hancock Investment Management with York Lo

Podcasts

Journey through John Hancock Investment Management with York Lo

York Lo is the Head of Alternative Product and LLCs at John Hancock Investment Management where he has been a key member of the team responsible for manager selection and oversight, product...

eBook

Matthew Ruffalo Dakota Live! Interview

eBook

Matthew Ruffalo Dakota Live! Interview

An exclusive interview with Matthew Ruffalo from Dakota Live! Call #121.

Pension Brief

January 2023 Public Pension eBook

Pension Brief

January 2023 Public Pension eBook

This eBook is a compilation of January's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Analyst Reports

Q4 2022 Alternatives Public Pension Summary

Analyst Reports

Q4 2022 Alternatives Public Pension Summary

This report gives a detailed overview of the fourth quarter, 2022 alternative public pensions, including trends and comparisons to priors years. Inside, you'll find a breakdown of the top asset class...

Podcasts

Demystifying the Endowment Model with Matt DeAngelo of Drexel University

Podcasts

Demystifying the Endowment Model with Matt DeAngelo of Drexel University

Matt DeAngelo, Deputy Chief Investment Officer of Drexel University’s Endowment shares how he and his colleagues evaluate asset managers, approach due diligence meetings, and consider allocation...

Podcasts

Targeting the Sub-Advisory Market with Greg Stumm of Resolute Investment Managers

Podcasts

Targeting the Sub-Advisory Market with Greg Stumm of Resolute Investment Managers

Greg Stumm of Resolute Investment Managers shares his perspective on the firm’s investment process in the context of its multi-affiliate model. Greg guides our listeners through the sub-advisory...

Pension Brief

December 2022 Public Pension eBook

Pension Brief

December 2022 Public Pension eBook

This eBook is a compilation of December's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Podcasts

Positioning for US Plan Sponsors with Russ Kamp

Podcasts

Positioning for US Plan Sponsors with Russ Kamp

Russ Kamp of Ryan ALM shares his more than forty years of investment advisory experience with US plan sponsors as he discusses the current pension landscape and how to position your investment...

Podcasts

Mapping the Morningstar Process with Alyssa Stankiewicz

Podcasts

Mapping the Morningstar Process with Alyssa Stankiewicz

Alyssa Stankiewicz of Morningstar shares her insights into the firm's manager research process and the key pillars of the Morningstar analyst rating.

Pension Brief

November 2022 Public Pension eBook

Pension Brief

November 2022 Public Pension eBook

This eBook is a compilation of November's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Podcasts

Bringing Perspective to Consulting with Alan Spatrick of Meketa

Podcasts

Bringing Perspective to Consulting with Alan Spatrick of Meketa

Alan Spatrick shares his forty-two years of investment consulting experience as he discusses the Meketa manager research process, the changes he's seen in the consultant space over the decades, and...

eBook

Greg Dowling Dakota Live! Interview

eBook

Greg Dowling Dakota Live! Interview

An exclusive interview with Greg Dowling from Dakota Live! For Alternatives #58.

Podcasts

Understanding RIAs with Aldo Vultaggio, CIO

Podcasts

Understanding RIAs with Aldo Vultaggio, CIO

The third episode of the Dakota Live! Podcast features special guest Aldo Vultaggio, as he shares his manager research process, approach to sourcing alternative investments, current investment...

eBook

Lawrence Calcano Dakota Live! Interview

eBook

Lawrence Calcano Dakota Live! Interview

An exclusive interview with Lawrence Calcano from Dakota Live! Call #118.

Pension Brief

October 2022 Public Pension eBook

Pension Brief

October 2022 Public Pension eBook

This eBook is a compilation of October's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Podcasts

Selling Asian Equities with Zlata Gleason of Indus Capital

Podcasts

Selling Asian Equities with Zlata Gleason of Indus Capital

The second episode of the Dakota Live! Podcast features special guest Zlata Gleason, as she discusses her approach to selling equity strategies in the context of the sales process she's developed...

eBook

John Tassone Dakota Live! Interview

eBook

John Tassone Dakota Live! Interview

An exclusive interview with John Tassone from Dakota Live! Call #117.

Podcasts

Approaching OCIOs and Multi-Asset Businesses with Floyd Simpson of PFM Asset Management

Podcasts

Approaching OCIOs and Multi-Asset Businesses with Floyd Simpson of PFM Asset Management

The first episode of the Dakota Live! Podcast features special guest Floyd Simpson, as he discusses how he evaluates asset managers, approaches due diligence meetings, considers asset allocation...

eBook

William Kennedy Dakota Live! Interview

eBook

William Kennedy Dakota Live! Interview

An exclusive interview with William Kennedy from Dakota Live! Call #116.

Analyst Reports

Q3 2022 Alternatives Public Pension Summary

Analyst Reports

Q3 2022 Alternatives Public Pension Summary

This report gives a detailed overview of the third quarter, 2022 alternative public pensions, including trends and comparisons to priors years. Inside, you'll find a breakdown of the top asset class...

eBook

Matt Brundage Dakota Live! Interview

eBook

Matt Brundage Dakota Live! Interview

An exclusive interview with Matt Brundage from Dakota Live! Call #115.

eBook

Brad Long Dakota Live! Interview

eBook

Brad Long Dakota Live! Interview

An exclusive interview with Brad Long from Dakota Live! Call #113.

eBook

Ted Seides Dakota Live! Interview

eBook

Ted Seides Dakota Live! Interview

An exclusive interview with Ted Seides from Dakota Live! Call #114.

Pension Brief

September 2022 Public Pension eBook

Pension Brief

September 2022 Public Pension eBook

This eBook is a compilation of September's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

eBook

August 2022 Public Pension eBook

eBook

August 2022 Public Pension eBook

This eBook is a compilation of August's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Pension Brief

July 2022 Public Pension eBook

Pension Brief

July 2022 Public Pension eBook

This eBook is a compilation of July's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Pension Brief

June 2022 Public Pension eBook

Pension Brief

June 2022 Public Pension eBook

This eBook is a compilation of June's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Analyst Reports

Dakota Manager Fee Update

Analyst Reports

Dakota Manager Fee Update

Dakota has tracked and recorded fees paid data from over 954 reported fees from across all major asset and sub asset classes from 38 individual pension plans. For the first half of 2022, these were...

eBook

Quarterly Webinar Procedures and Best Practices

eBook

Quarterly Webinar Procedures and Best Practices

In this eBook, you'll find the comprehensive steps you'll need to take to plan, host, and follow-up after a quarterly update webinar. The topics in this guide include: Scheduling Creating a Zoom...

eBook

Guide to RIAs and Video for Investment Firms

eBook

Guide to RIAs and Video for Investment Firms

In this eBook, Gui Costin, author of Millennials Are Not Aliens, will discuss RIAs, including how to break into the channel and and some best practices. The second half of the eBook covers one of the...

Analyst Reports

Q2 2022 Alternatives Public Pension Summary

Analyst Reports

Q2 2022 Alternatives Public Pension Summary

This report gives a detailed overview of the second quarter, 2022 alternative public pensions, including trends and comparisons to priors years. Inside, you'll find a breakdown of the top asset class...

Video

Always Be Selling

Video

Always Be Selling

The number one piece of sales advice is "always be selling" but is that really true in investment sales? In this video, Dakota CEO Gui Costin dives into the truth behind "always be selling."

eBook

The Top 100 RIAs in the United States (2022)

eBook

The Top 100 RIAs in the United States (2022)

This eBook is a compilation of the top 10 RIAs in 10 cities across the Unites States. This is not meant to be a comprehensive list, but an overview of ten cities we think you'll find beneficial.

Pension Brief

May Public Pension Meeting Notes

Pension Brief

May Public Pension Meeting Notes

This eBook is a compilation of May's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Pension Brief

April Public Pension Meeting Notes

Pension Brief

April Public Pension Meeting Notes

This eBook is a compilation of April's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Analyst Reports

Q1 2022 Alternatives Public Pension Summary

Analyst Reports

Q1 2022 Alternatives Public Pension Summary

This report gives a detailed overview of the first quarter, 2022 alternative public pensions, including trends and comparisons to priors years. Inside, you'll find a breakdown of the top asset class...

Pension Brief

March Public Pension Meeting Notes

Pension Brief

March Public Pension Meeting Notes

This eBook is a compilation of March's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Pension Brief

February Public Pension Meeting Notes

Pension Brief

February Public Pension Meeting Notes

This eBook is a compilation of February's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Pension Brief

January Public Pension Meeting Notes

Pension Brief

January Public Pension Meeting Notes

This eBook is a compilation of January's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

eBook

The Ultimate Guide to Video for Investment Firms

eBook

The Ultimate Guide to Video for Investment Firms

Have you struggled to create truly meaningful videos in the past? Have you been told time and again that the world is moving to video? Are you just looking for a little guidance on how to get...

eBook

December Public Pension Meeting Notes

eBook

December Public Pension Meeting Notes

This eBook is a compilation of December's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

eBook

The Investment Firm's Guide to CRM Adoption

eBook

The Investment Firm's Guide to CRM Adoption

Struggling to get your investment sales team to adopt a CRM? This eBook will give you the measurable steps you can take to ensure that your team implements and adopts a CRM.

Pension Brief

November Public Pension Meeting Notes

Pension Brief

November Public Pension Meeting Notes

This eBook is a compilation of November's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Pension Brief

October Public Pension Meeting Notes

Pension Brief

October Public Pension Meeting Notes

This eBook is a compilation of October's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Pension Brief

September Public Pension Meeting Notes

Pension Brief

September Public Pension Meeting Notes

This eBook is a compilation of September's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Pension Brief

August Public Pension Meeting Notes

Pension Brief

August Public Pension Meeting Notes

This eBook is a compilation of August's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Pension Brief

July Public Pension Meeting Notes

Pension Brief

July Public Pension Meeting Notes

This eBook is a compilation of July's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

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