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How LPs and GPs Are Using Dakota Benchmarks
By: Morgan Holycross, Marketing Manager
February 12, 2026
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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)
By: Cate Costin, Marketing Associate
February 12, 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)
By: Cate Costin, Marketing Associate
February 12, 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)
By: Morgan Holycross, Marketing Manager
February 12, 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)
By: Morgan Holycross, Marketing Manager
February 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
By: Morgan Holycross, Marketing Manager
February 11, 2026
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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)
By: Cate Costin, Marketing Associate
February 11, 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
By: Peter Harris, Investment Research Associate
February 11, 2026
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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)
By: Morgan Holycross, Marketing Manager
February 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)
By: Morgan Holycross, Marketing Manager
February 10, 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)
By: Morgan Holycross, Marketing Manager
February 10, 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)
By: Cate Costin, Marketing Associate
February 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
By: Morgan Holycross, Marketing Manager
February 10, 2026
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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)
By: Cate Costin, Marketing Associate
February 10, 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)
By: Alex deMarco, Investment Research Analyst
February 10, 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
By: Dakota Research
February 9, 2026
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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)
By: Cate Costin, Marketing Associate
February 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
By: Morgan Holycross, Marketing Manager
February 9, 2026
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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)
By: Morgan Holycross, Marketing Manager
February 9, 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)
By: Morgan Holycross, Marketing Manager
February 9, 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
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)
By: Cate Costin, Marketing Associate
February 6, 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
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
By: Cate Costin, Marketing Associate
February 5, 2026
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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)
By: James Goodman, Head of International
February 5, 2026
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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
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)
By: Morgan Holycross, Marketing Manager
February 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
By: Dakota Research
February 5, 2026
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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)
By: Peter Harris, Investment Research Associate
February 4, 2026
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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
By: Morgan Holycross, Marketing Manager
February 4, 2026
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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)
By: Morgan Holycross, Marketing Manager
February 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
By: Dakota Research
February 4, 2026
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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)
By: Cate Costin, Marketing Associate
February 3, 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)
By: Cate Costin, Marketing Associate
February 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
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?
By: Dakota
February 3, 2026
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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)
By: Cate Costin, Marketing Associate
February 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
By: Morgan Holycross, Marketing Manager
February 2, 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
By: Morgan Holycross, Marketing Manager
February 2, 2026
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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
By: Cate Costin, Marketing Associate
February 2, 2026
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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
By: Dakota Research
January 30, 2026
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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)
By: Cate Costin, Marketing Associate
January 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)
By: Morgan Holycross, Marketing Manager
January 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
By: Cate Costin, Marketing Associate
January 29, 2026
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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
By: Morgan Holycross, Marketing Manager
January 29, 2026
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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)
By: Morgan Holycross, Marketing Manager
January 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
By: Sammy Wilson, Investment Research Associate
January 28, 2026
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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
By: Morgan Holycross, Marketing Manager
January 28, 2026
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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
By: Peter Harris, Investment Research Associate
January 28, 2026
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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)
By: Cate Costin, Marketing Associate
January 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
By: Cate Costin, Marketing Associate
January 27, 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
By: Cate Costin, Marketing Associate
January 27, 2026
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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
By: Morgan Holycross, Marketing Manager
January 27, 2026
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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)
By: Cate Costin, Marketing Associate
January 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
By: Morgan Holycross, Marketing Manager
January 26, 2026
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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
By: Morgan Holycross, Marketing Manager
January 26, 2026
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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
By: Dakota Research
January 23, 2026
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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
By: Dakota Research
January 23, 2026
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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
By: Cate Costin, Marketing Associate
January 23, 2026
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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)
By: Cate Costin, Marketing Associate
January 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
By: Chris LeRoy, Director of Investment Research
January 23, 2026
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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
By: Morgan Holycross, Marketing Manager
January 23, 2026
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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
By: Morgan Holycross, Marketing Manager
January 22, 2026
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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)
By: Morgan Holycross, Marketing Manager
January 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
By: Cate Costin, Marketing Associate
January 21, 2026
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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)
By: Cate Costin, Marketing Associate
January 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)
By: Peter Harris, Investment Research Associate
January 21, 2026
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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
By: Morgan Holycross, Marketing Manager
January 20, 2026
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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)
By: Cate Costin, Marketing Associate
January 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
By: Cate Costin, Marketing Associate
January 20, 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
By: Morgan Holycross, Marketing Manager
January 20, 2026
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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
By: Sammy Wilson, Investment Research Associate
January 20, 2026
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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
By: Morgan Holycross, Marketing Manager
January 16, 2026
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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
By: Cate Costin, Marketing Associate
January 16, 2026
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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)
By: Morgan Holycross, Marketing Manager
January 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
By: Cate Costin, Marketing Associate
January 15, 2026
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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
By: Morgan Holycross, Marketing Manager
January 15, 2026
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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)
By: Cate Costin, Marketing Associate
January 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)
By: Peter Harris, Investment Research Associate
January 15, 2026
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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)
By: Morgan Holycross, Marketing Manager
January 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
By: Peter Harris, Investment Research Associate
January 14, 2026
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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)
By: Cate Costin, Marketing Associate
January 14, 2026
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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)
By: Morgan Holycross, Marketing Manager
January 14, 2026
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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)
By: Cate Costin, Marketing Associate
January 14, 2026
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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)
By: Cate Costin, Marketing Associate
January 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)
By: Cate Costin, Marketing Associate
January 13, 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
By: Dakota
January 13, 2026
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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
By: Alex deMarco, Investment Research Analyst
January 13, 2026
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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)
By: Cate Costin, Marketing Associate
January 13, 2026
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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)
By: Cate Costin, Marketing Associate
January 13, 2026
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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)
By: Cate Costin, Marketing Associate
January 12, 2026
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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)
By: Morgan Holycross, Marketing Manager
January 12, 2026
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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
By: Dakota
January 12, 2026
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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)
By: Morgan Holycross, Marketing Manager
January 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
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)
By: Morgan Holycross, Marketing Manager
January 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)
By: Morgan Holycross, Marketing Manager
January 9, 2026
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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)
By: Morgan Holycross, Marketing Manager
January 9, 2026
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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?
By: Morgan Holycross, Marketing Manager
January 9, 2026
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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)
By: Cate Costin, Marketing Associate
January 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)
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)
By: Cate Costin, Marketing Associate
January 8, 2026
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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)
By: Morgan Holycross, Marketing Manager
January 8, 2026
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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)
By: Morgan Holycross, Marketing Manager
January 8, 2026
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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
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)
By: Morgan Holycross, Marketing Manager
January 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
By: Morgan Holycross, Marketing Manager
January 7, 2026
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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
By: Peter Harris, Investment Research Associate
January 7, 2026
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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)
By: Morgan Holycross, Marketing Manager
January 6, 2026
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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)
By: Morgan Holycross, Marketing Manager
January 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
By: Morgan Holycross, Marketing Manager
January 5, 2026
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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
By: Morgan Holycross, Marketing Manager
January 5, 2026
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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)
By: Cate Costin, Marketing Associate
January 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
By: Sammy Wilson, Investment Research Associate
December 22, 2025
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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
By: Cate Costin, Marketing Associate
December 22, 2025
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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
By: Cate Costin, Marketing Associate
December 22, 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
By: Morgan Holycross, Marketing Manager
December 22, 2025
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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
By: Morgan Holycross, Marketing Manager
December 22, 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
By: Cate Costin, Marketing Associate
December 22, 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
By: Morgan Holycross, Marketing Manager
December 19, 2025
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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
By: Peter Harris, Investment Research Associate
December 19, 2025
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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
By: Sammy Wilson, Investment Research Associate
December 19, 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
By: Cate Costin, Marketing Associate
December 19, 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
By: Morgan Holycross, Marketing Manager
December 19, 2025
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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
By: Morgan Holycross, Marketing Manager
December 19, 2025
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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
By: Peter Harris, Investment Research Associate
December 18, 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
By: Cate Costin, Marketing Associate
December 18, 2025
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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
By: Morgan Holycross, Marketing Manager
December 18, 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
By: Peter Harris, Investment Research Associate
December 18, 2025
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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
By: Morgan Holycross, Marketing Manager
December 18, 2025
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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
By: Morgan Holycross, Marketing Manager
December 18, 2025
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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
By: Morgan Holycross, Marketing Manager
December 17, 2025
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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
By: Morgan Holycross, Marketing Manager
December 17, 2025
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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
By: Peter Harris, Investment Research Associate
December 17, 2025
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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
By: Morgan Holycross, Marketing Manager
December 17, 2025
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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
By: Morgan Holycross, Marketing Manager
December 17, 2025
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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
By: Peter Harris, Investment Research Associate
December 16, 2025
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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
By: Cate Costin, Marketing Associate
December 16, 2025
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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
By: Morgan Holycross, Marketing Manager
December 16, 2025
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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
By: Cate Costin, Marketing Associate
December 16, 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
By: Cate Costin, Marketing Associate
December 16, 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
By: Dakota
December 16, 2025
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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
By: Morgan Holycross, Marketing Manager
December 15, 2025
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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
By: Morgan Holycross, Marketing Manager
December 15, 2025
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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
By: Peter Harris, Investment Research Associate
December 15, 2025
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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
By: Morgan Holycross, Marketing Manager
December 15, 2025
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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
By: Cate Costin, Marketing Associate
December 15, 2025
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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
By: Cate Costin, Marketing Associate
December 12, 2025
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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
By: Cate Costin, Marketing Associate
December 12, 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
By: Morgan Holycross, Marketing Manager
December 12, 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
By: Cate Costin, Marketing Associate
December 12, 2025
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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
By: Cate Costin, Marketing Associate
December 11, 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
By: Cate Costin, Marketing Associate
December 11, 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
By: Cate Costin, Marketing Associate
December 11, 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
By: Cate Costin, Marketing Associate
December 11, 2025
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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
By: Dakota
December 10, 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
By: Peter Harris, Investment Research Associate
December 10, 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
By: Morgan Holycross, Marketing Manager
December 10, 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
By: Cate Costin, Marketing Associate
December 10, 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
By: Cate Costin, Marketing Associate
December 10, 2025
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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
By: Morgan Holycross, Marketing Manager
December 9, 2025
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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
By: Cate Costin, Marketing Associate
December 9, 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
By: Peter Harris, Investment Research Associate
December 9, 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
By: Morgan Holycross, Marketing Manager
December 9, 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
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
By: Morgan Holycross, Marketing Manager
December 9, 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
By: Morgan Holycross, Marketing Manager
December 9, 2025
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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
By: Morgan Holycross, Marketing Manager
December 8, 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
By: Cate Costin, Marketing Associate
December 8, 2025
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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
By: Morgan Holycross, Marketing Manager
December 8, 2025
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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
By: Cate Costin, Marketing Associate
December 8, 2025
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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
By: Morgan Holycross, Marketing Manager
December 8, 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
By: Dakota
December 8, 2025
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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
By: Cate Costin, Marketing Associate
December 5, 2025
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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
By: Morgan Holycross, Marketing Manager
December 5, 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
By: Cate Costin, Marketing Associate
December 5, 2025
blog
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...
blog
Top 5 Standout 2014 Vintage Early-Stage Venture Funds
By: Alex deMarco, Investment Research Analyst
December 5, 2025
blog
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...
blog
Top Public Plan Commitments in November 2025 | Allocation Insights
By: Dakota
December 5, 2025
blog
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...
blog
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,...
blog
How to Enhance Your Investment Sales Team Efficiency with Dakota Marketplace
By: Morgan Holycross, Marketing Manager
December 4, 2025
blog
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...
blog
API Package Options for Private Company Data
By: Morgan Holycross, Marketing Manager
December 4, 2025
blog
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...
blog
Top 10 Bank Trusts in Italy | 2025 Insights
By: Cate Costin, Marketing Associate
December 4, 2025
blog
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,...
blog
API Package Options for Financial Advisors | 2025 Guide
By: Morgan Holycross, Marketing Manager
December 3, 2025
blog
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...
blog
Top 10 FAQs on Dakota Marketplace | December 2025
By: Morgan Holycross, Marketing Manager
December 3, 2025
blog
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...
blog
Top 10 Healthcare PE Firms | 2025 Insights
By: Peter Harris, Investment Research Associate
December 3, 2025
blog
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,...
blog
How to Raise Capital: 10 Best Practices From Dakota’s Sales Coaching
By: Morgan Holycross, Marketing Manager
December 3, 2025
blog
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...
blog
CRM & Salesforce Integration: Impact & Benefits
By: Morgan Holycross, Marketing Manager
December 3, 2025
blog
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,...
blog
Top 5 Industrials Companies Likely to Transact | 12/3
By: Morgan Holycross, Marketing Manager
December 3, 2025
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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...
blog
API Packages for International LP Data | 2025 Options
By: Morgan Holycross, Marketing Manager
December 2, 2025
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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...
blog
Black Forest Labs Raises $300M at $3.25B: Flux Image Models Lead AI Funding Momentum
By: Sammy Wilson, Investment Research Associate
December 2, 2025
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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...
blog
Top 10 Transactions November 24 - 28, 2025
By: Cate Costin, Marketing Associate
December 2, 2025
blog
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...
blog
Top International RFPs November 2025 | Key Opportunities
By: Cate Costin, Marketing Associate
December 2, 2025
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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,...
blog
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)...
blog
Top Companies Likely to Transact | 12/2
By: Morgan Holycross, Marketing Manager
December 2, 2025
blog
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...
blog
Top Sports Deals of November 2025: FanDuel, Polymarket, NEP & MLB Franchise Sales
By: Cate Costin, Marketing Associate
December 1, 2025
blog
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...
blog
LP Data for Fundraising: How Dakota’s API Delivers Real-Time US & Canada Allocator Intelligence
By: Morgan Holycross, Marketing Manager
December 1, 2025
blog
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...
blog
Top 5 Companies Likely to Transact | 12/1
By: Morgan Holycross, Marketing Manager
December 1, 2025
blog
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...
blog
The Top Sectors for Corporate Investment 2025
By: Morgan Holycross, Marketing Manager
December 1, 2025
blog
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...
blog
Top 10 Features of Dakota's Joe Report Builder
By: Morgan Holycross, Marketing Manager
December 1, 2025
blog
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...
blog
Top 10 Bank Trusts in China | 2025 Insights
By: Cate Costin, Marketing Associate
December 1, 2025
blog
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
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
By: Dakota Research
July 17, 2025
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
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
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
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
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
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
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
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
By: Alex DeMarco
April 11, 2025
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
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
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
By: Alex DeMarco
March 25, 2025
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
By: Alex DeMarco
March 20, 2025
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
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
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
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
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
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
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
By: Morgan Holycross
November 12, 2024
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
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
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
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
By: Morgan Holycross
September 25, 2024
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
By: Morgan Holycross
September 18, 2024
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
By: Andrew O'Shea
July 5, 2023
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
By: Dan DiDomenico
July 3, 2023
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
By: Andrew O'Shea
June 28, 2023
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
By: Gui Costin
June 21, 2023
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
By: Dan DiDomenico
June 14, 2023
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
By: Gui Costin
June 7, 2023
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
By: Tim Dolan
June 5, 2023
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
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
By: Andrew O'Shea
May 31, 2023
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
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
By: Chris O'Grady
May 17, 2023
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
By: Chris O'Grady
May 10, 2023
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
By: Dan DiDomenico
May 3, 2023
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
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
By: Gui Costin
May 1, 2023
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
By: Andrew O'Shea
April 26, 2023
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
By: Manfred Kanther
April 21, 2023
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
By: Tim Dolan
April 19, 2023
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
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
By: Andrew O'Shea
April 5, 2023
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
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
By: Gui Costin
March 29, 2023
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
By: Gui Costin
March 22, 2023
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
An exclusive interview with Andrew Krei from Dakota Live! Call #123
Podcasts
Finding Fixed Income Opportunities with Will Beck of Wilshire
By: Gui Costin
March 15, 2023
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
By: Gui Costin
March 8, 2023
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
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
By: Gui Costin
February 27, 2023
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
By: Tim Dolan
February 15, 2023
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
By: Gui Costin
February 7, 2023
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
An exclusive interview with Matthew Ruffalo from Dakota Live! Call #121.
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
By: Manfred Kanther
January 26, 2023
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
By: Andrew O'Shea
January 24, 2023
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
By: Gui Costin
January 17, 2023
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
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
By: Dan DiDomenico
December 20, 2022
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
By: Gui Costin
December 13, 2022
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
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
By: Tim Dolan
December 6, 2022
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
An exclusive interview with Greg Dowling from Dakota Live! For Alternatives #58.
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
An exclusive interview with Lawrence Calcano from Dakota Live! Call #118.
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
By: Gui Costin
November 1, 2022
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
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
By: Andrew O'Shea
October 25, 2022
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
An exclusive interview with William Kennedy from Dakota Live! Call #116.
Analyst Reports
Q3 2022 Alternatives Public Pension Summary
By: Manfred Kanther
October 14, 2022
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
An exclusive interview with Matt Brundage from Dakota Live! Call #115.
eBook
Brad Long Dakota Live! Interview
An exclusive interview with Brad Long from Dakota Live! Call #113.
eBook
Ted Seides Dakota Live! Interview
An exclusive interview with Ted Seides from Dakota Live! Call #114.
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
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
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
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
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
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
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
By: Manfred Kanther
July 14, 2022
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
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)
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
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
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
By: Manfred Kanther
May 3, 2022
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
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
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
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
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
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
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
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
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
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
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
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.