All Things Fundraising

In today's episode of the Dakota Fundraising News Podcast, we cover newly registered RIAs like Avrio Wealth and Pacific Point Wealth Management as well as acquisitions like the one of EA Sports. Hear updates on investments coming from The Wayne County Employees Retirement System, City of Hartford Municipal Employees Retirement Fund,  and Employees' Retirement System of Texas. Hear searches from Quincy Retirement System and San Diego City Employees' Retirement System. We also share the latest fundraising efforts from Monterro, BECO Capital, and Medicxi — plus a reminder to register for our next Dakota Cocktails event.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

In this episode of the Rainmaker Podcast, host Gui Costin interviews Alisa Kolodizner, Co-Owner and Managing Partner at Prairie Hill Holdings, an alternative investment firm focused on triple-net lease commercial real estate. Alisa shares her compelling journey from immigrant roots to high-impact financial professional and entrepreneur.

Alisa began her career in financial services at TD Ameritrade, eventually becoming one of the top five financial advisors company-wide within two quarters—despite no formal advisory background. Her early success, especially as a young woman in a male-dominated field, inspired her to mentor peers. She went on to establish TD Ameritrade’s first women’s networking group and moved into training roles, where she coached financial advisors across the country. Her division later became the top-performing in the company.

After over a decade at TD Ameritrade, including institutional sales and product development, Alisa transitioned to entrepreneurship. She co-founded Prairie Hill Holdings in 2021 with business partner Matt, whom she met while exploring business acquisition opportunities. Prairie Hill is an open-end fund that invests in triple-net lease properties with high-quality, e-commerce-resistant tenants in sectors such as education, medical, industrial, and grocery. The fund is designed to offer institutional investors a stable, bond-like return profile with equity-level upside, addressing a common gap in traditional portfolios.

Alisa emphasizes the importance of playing to your strengths rather than overinvesting in fixing weaknesses—a lesson she learned through the growing pains of entrepreneurship. She also highlights the significance of building a strong, complementary team to scale a business effectively.

The discussion also touches on Alisa’s embrace of AI tools and large language models to increase operational efficiency. Prairie Hill uses AI-powered CRM and meeting software to support investor communications, follow-ups, and internal coordination.

For young professionals entering financial services or sales, Alisa’s advice is clear: reach out to your network, stay curious, be authentic, and focus on being reliable. Reliability builds trust—and trust is the currency of leadership, teamwork, and successful sales.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data. 

This episode of the Dakota Fundraising News Podcast, we cover newly registered RIAs like Nexus One Financial Advisors as well as acquisitions by Aprio and MAI Capital Management. Hear updates on investments coming from Houston Police Officers' Pension System, City of Jacksonville Retirement System, and Howard County Master Trust. Hear searches from City of Holyoke Retirement Board and Boston Retirement System. We also share the latest fundraising efforts from Ridgemont Equity Partners, Peakline Partners’ Ventures, and Frontier Tech Capital — plus a reminder to register for our next Dakota Cocktails event.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

Episode 21 of the Dakota Research Podcast explores why Industrials are 2025’s most competitive and capital-rich sector. We break down the wave of mega-deals—from Home Depot’s $15B consolidation play to Apollo’s aerospace carve-outs—and what’s fueling the surge in M&A activity.

Industrials are being re-rated from cyclical to structural, driven by three major forces: reshoring and supply chain resilience, defense and aerospace spending, and infrastructure modernization. We explore how these trends are impacting valuations, with strategics paying 14×+ EBITDA for scale platforms, while private equity pivots to carve-outs, niche roll-ups, and automation-driven value creation.

We also spotlight high-growth subsectors like datacenter HVAC, robotics, and sustainable materials—areas attracting both corporate and sponsor capital at premium multiples. Plus, hear how the IPO window is reopening for defense-aligned platforms and what that means for exits.

If you're focused on industrial investing, private equity strategy, or corporate M&A, this episode is your briefing on where the capital—and opportunity—is headed.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data. 

#Industrials2025 #MergersAndAcquisitions #PrivateEquity #StrategicBuyers #Reshoring #DefenseTech #InfrastructureInvestment #Automation #IndustrialDeals #DakotaResearchPodcast #AdvancedManufacturing #AerospaceInvesting #SupplyChainStrategy #DatacenterGrowth #BuildingMaterialsBoom #IPO2025 #IndustrialM&A

Master sales with four game-changing principles: Focus on what matters, target the right people, craft the perfect pitch, and follow up like a pro. Packed with actionable tips, this guide helps you turn meetings into deals—fast! 💼🔥

Today's episode of the Dakota Fundraising News Podcast covers newly registered RIAs like Beacon Advisors Holdings and Altair Financial as well as likely acquisitions by MAI Capital Management. Hear updates on investments coming from State Teachers Retirement System of Ohio, KPN Pension, and The European Bank for Reconstruction and Development (EBRD). Hear searches from The Colorado Public Employees Retirement Association (PERA), The Mendocino County Employees’ Retirement Association, and The New York State Insurance Fund (NSIF). We also share the latest fundraising efforts from Nexus Capital Management, India Quotient, and Electric Capital— plus a reminder to register for our next Dakota Cocktails event.  

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

In this episode of the Rainmaker Podcast, Gui Costin sits down with Daniel Duncan, Managing Director of Business Development and Client Services for Seafarer Capital Partners, for an in-depth conversation about building a differentiated emerging markets manager distribution plan, navigating the U.S. investment professional landscape, and scaling relationships with institutional investors. Daniel, with decades of experience in global emerging markets, shares how his background managing complex distribution landscapes informed his approach to building credibility with multiple client types centered on expertise, integrity, and long-term relationships.

At Seafarer, Daniel emphasizes the firm’s commitment to long-term alignment with investors, particularly institutions such as Multi-Family Offices, Large RIAs, Endowments, and Retirement Consultants. He explains how the firm maintains high-touch relationships, providing detailed reporting, market insights, and ongoing communication to ensure investors are informed and confident in the firm’s strategies. Daniel notes that trust and credibility are central to capital formation, and building those relationships requires consistency, responsiveness, and integrity.

A major theme of the episode is how Daniel communicates about Seafarer’s efforts to differentiate itself in a competitive market. The firm’s team combines deep technical expertise in emerging market equities with a disciplined, research-driven process to identify mispricings and relative value opportunities globally. Daniel explains that this combination – what Seafarer would describe as its disciplined active management approach - embody Seafarer’s aim to deliver consistent, risk-adjusted returns while providing investors with a clearly articulated investment philosophy.

Daniel also shares insights into the firm’s culture and leadership. He stresses the importance of hiring talented, curious, and disciplined professionals, fostering an environment where team members can challenge assumptions and contribute to decision-making. This collaborative approach enables Seafarer to operate nimbly while maintaining rigorous investment standards.

Finally, Daniel offers guidance for young professionals entering the investment world: focus on mastering the fundamentals, develop a global perspective, and prioritize building trust and credibility in every interaction. This episode provides actionable insights for fundraisers, portfolio managers, and investors seeking to navigate the complexities of global investing with discipline and integrity.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data. 

We cover newly registered RIAs like EmVision Capital Advisors and  Vistamark Investments as well as likely acquisitions by Creative Planning. Hear updates on investments coming from Houston Firefighters' Relief and Retirement Fund, Alaska Retirement Management Board, and The Sacramento County Employees’ Retirement System. Hear searches from Norfolk (MA) County Retirement System and Illinois Police Officers Pension Fund. We also share the latest fundraising efforts from LCM Partners, Glilot Capital Partners, and Alt Capital — plus a reminder to register for our next Dakota Cocktails event.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

In this Dakota Research Interview, Chris LeRoy and Alex DeMarco sit down with Rob Brown, Head of Commercial Real Estate Finance at ArrowMark Partners, to explore how the firm is navigating one of the most dynamic CRE credit markets in decades. Built during the volatility of COVID, rising rates, and regional bank pullbacks, ArrowMark’s platform now spans the full capital stack—from senior loans to structured equity. Rob shares how the firm delivers customized credit solutions for middle-market sponsors and why 80–90% of returns are tied to contractual cash flows. He also unpacks ArrowMark’s “bridge to better times” strategy, which offers sponsors breathing room amid market uncertainty. With $2T in maturities looming and distressed recap opportunities rising, this episode offers insight into why real estate credit is so compelling right now—for both yield-seeking allocators and sponsors in need of flexible capital.

Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.

#CommercialRealEstate #CRECredit #PrivateCredit #ArrowMark #RealEstateInvesting #RealAssets #StructuredCredit #MiddleMarketLending #PrivateMarkets #BridgeLending #RealEstateDebt #AlternativeInvestments #CRELoans #DakotaResearchInterview

In today's episode, we cover newly registered RIAs like Cadia Private Client and Clarity Retirement & Wealth as well as acquisitions by RIA Creative Planning. Hear updates on investments coming from Ventura County Employees' Retirement Association, West Yorkshire Pension Fund, and South Carolina Retirement System Investment Commission. Hear searches from the Government Employees Pension Service. We also share the latest fundraising efforts from Erisberg, ICG, and Aurora Capital Partners — plus a reminder to register for our next Dakota Cocktails event.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.