All Things Fundraising

In Episode 20 of the Dakota Research Podcast, we unpack the rise of Asset-Based Finance (ABF) and Asset-Based Lending (ABL)—two fast-evolving segments reshaping how capital flows into private markets. As banks retrench and institutional demand accelerates, ABF is fueling everything from consumer loan securitizations to hyperscale data center development. 

We spotlight major deals like KKR’s $6.5B raise, Meta’s $29B data center financing, and xAI’s $5B GPU-backed credit line. The episode also explores how AI, blockchain, and real-time data are modernizing risk management, and why insurers, pensions, and family offices are allocating more to structured and collateralized credit. With insights into sectors like aviation, infrastructure, fintech, and digital assets—and a market projected to hit $9.2 trillion by 2029—this episode explains why ABF is becoming a core component of the modern private credit toolkit.

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.

In today's episode of the Dakota Fundraising News Podcast, we cover newly registered RIAs like Countryside Financial and Puissance Capital Management as well as acquisitions by The Retirement Planning Group. Hear updates on investments coming from the and searches coming from the. We also share the latest fundraising efforts from Veterans Fund II, Re7 Capital, and EP Wealth Advisors — 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Tired of chasing outdated leads?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, Tim Ryan, Managing Director at Russell Investments, shares how the firm is navigating the complexities of today’s real estate market. With over $7B in AUM, Russell combines listed and private real estate strategies to optimize income, growth, and diversification. Tim discusses market signals, sector-specific opportunities, and the firm’s proprietary data tools that shape investment decisions across rental housing, data centers, and real estate credit. He also unpacks how supply constraints, shifting valuations, and infrastructure demand are driving performance in both traditional and emerging sectors.

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.

In this episode of Dakota's Fundraising News Podcast, we cover newly registered RIAs like Cedar Cove Wealth Partners and Clear Trail Advisors as well as potential acquisitions by Merit Financial Advisors. Hear updates on investments coming from the and searches coming from the. We also share the latest fundraising efforts from the Clean Growth Fund, Marltlink Capital, and Africa50 Group  — 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 today's episode of the Dakota Fundraising News Podcast, we cover newly registered RIAs like Holistic Wealth Advisors and SKM Wealth Management  as well as potential acquisitions by Steward Partners. We also share the latest fundraising efforts from Periscope Equity, Community Capital, and H.I.G WhiteHorse— 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 today's Fundraising News Podcast episode we cover newly registered RIAs like Clearwave Capital and as well as acquisitions by Merit Financial Advisors and Maridea Wealth Management. Hear updates on investments coming from the and searches coming from the. We also share the latest fundraising efforts from Brookfield Asset Management, Gree Ventures, and Legacy Knight MFO — 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 Episode #34 of The Emerging Manager Growth Show, Gui Costin and Tim Dolan dive deep into strategies for emerging managers, focusing on how to successfully engage with Family Offices and RIAs.

Gui shares his wealth of experience in raising capital, emphasizing the importance of cold outreach and consistent city scheduling. The episode covers leveraging time effectively rather than spending large amounts of money, with practical insights on managing cold outreach and setting up face-to-face meetings.
Family offices are highlighted as an ideal target, offering emerging managers the opportunity to access discretionary capital early in their lifecycle. Gui and Tim also discuss the power of leveraging tools like Dakota Marketplace and creating quarterly webinars to stay visible and build brand awareness.

For managers with limited resources, consistency and the right strategies will drive long-term success.

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 welcomes Dean Kantor, the founder and CEO of CoreGro, a private equity real estate firm focused on generating long-term value through strategic acquisitions and structured investments. Dean, who has over 20 years of experience in finance, private equity, and real estate, shares his journey from starting in wealth management to creating CoreGro, a platform focused on mid-market investments in health care and value-add opportunities.

Dean reflects on his early career, beginning in wealth management where he built strong relationships with family offices and ultra-high-net-worth individuals. He credits his wealth management experience with shaping CoreGro’s focus on capital preservation and long-term value creation, key tenets of the firm’s philosophy. After a decade of leading acquisitions and managing investments in various real estate sectors, including health care, Dean transitioned to launch CoreGro in 2018, driven by his vision to help businesses scale while maintaining control and strong investor relationships.

The firm operates in the mid-market space, focusing on properties ranging from $3 to $5 million and above, which are too large for retail investors but too small for most institutional funds. CoreGro focuses on value-add opportunities in health care real estate, which Dean believes offers downside protection and stability. His goal is to bring institutional-grade real estate investment strategies to the mid-market while providing a defensive asset class for investors.

Dean also highlights the importance of culture and the need for strategic alignment in leadership. He emphasizes that trust and collaboration are at the core of CoreGro’s success, both within the team and with investors. The firm’s culture is built on openness, transparency, and communication, which Dean believes is critical in building strong, lasting relationships. CoreGro’s global presence allows them to efficiently manage investments, with team members based in the US and South Africa, providing a seamless 24-hour work cycle.

Finally, Dean shares his vision for CoreGro’s future: expanding the investor base, continuing to build relationships with both family offices and institutions, and growing the firm’s platform in the healthcare real estate space. He reflects on how consistency, credibility, and a focus on culture have been key factors in CoreGro’s success and will continue to be as they scale.

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 Dakota Fundraising News Podcast, we cover newly registered RIAs like Mavs Wealth Management Group and Meadowbrook Advisors as well as acquisitions by Wealth Enhancement. Hear updates on investments coming from the New Jersey Division of Investment and searches coming from the Employees' Retirement Fund of the City of Dallas. We also share the latest fundraising efforts from Curql, Butterfly, and Trustar 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 Dakota Research Interview, we sit down with Michael Steingold, Director of Private Markets at Russell Investments, to explore the rapidly evolving world of infrastructure investing. With nearly 20 years of experience, Russell’s platform spans global markets—from Australia to North America—delivering insights into essential sectors like digital infrastructure, energy, and transportation. Michael discusses why infrastructure is gaining traction among institutions and wealth managers alike, especially in today’s inflationary and uncertain market. Discover how infrastructure offers equity-like returns with lower volatility, strong inflation protection, and long-term resilience. Michael also breaks down Russell’s multi-manager, open-architecture approach, the rising role of private capital, and why being late to nascent tech like EV charging might be a strategic advantage. Whether you're rethinking portfolio diversification or exploring real asset trends, this conversation delivers actionable insight.

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.

#InfrastructureInvesting #PrivateMarkets #RussellInvestments #DakotaResearch #RealAssets #InstitutionalInvesting #EnergyTransition #DigitalInfrastructure #investinginsights