All Things Fundraising

In this episode of Dakota's Fundraising News Podcast, we cover registered RIAs like RWA Wealth Partners as well as acquisitions by Beacon Pointe Advisors. Hear updates on the Los Angeles Fire & Police Systems and St. Paul Teachers’ Retirement System. We also share the latest fundraising efforts from One Rock Capital Partners and MML Capital— plus a reminder to register for our next Dakota Cocktails event.

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 the Dakota Research Interview Series, Chris LeRoy and Alex DeMarco sit down with Doug Clinton, Co-Founder and General Partner at Deepwater Asset Management. Known for backing “alien” founders and betting early on paradigm-shifting technologies, Doug shares how Deepwater’s unique venture model bridges public equity discipline with early-stage conviction.

From AI-powered infrastructure like PayMon to performance-enhancing health tech and the promise of humanoid robotics, Doug outlines how Deepwater “profits from where the world is going.” He also explains why being based in Minnesota gives the firm a competitive edge—tapping into Fortune 500 access while avoiding coastal VC herd mentality.

This conversation is a deep dive into how Deepwater is building a differentiated platform for identifying the next generation of transformational companies—and why optimism, speed, and non-consensus thinking are essential traits for venture success.

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.

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We cover newly registered RIAs like Abundant Wealth Management as well as acquisitions by Carson Group. Hear updates on Kansas City Police Retirement System and Texas County & District Retirement System. We also share the latest fundraising efforts from  Arroyo Energy Investment Partners and  Greenoaks — plus a reminder to register for our next Dakota Cocktails event.

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 The Emerging Manager Growth Show, CEO and Founder Gui Costin is joined by Investment Sales team member Tim Dolan to discuss everything banks and broker-dealers relating to emerging managers. The two talk myths, upcoming conferences, and fundraising best practices.

In this episode, we dive into how investment firms can get the most out of Salesforce.com by combining smart strategy with powerful tools. We explore the “Golden Field,” a key feature that helps teams track sales cycle stages, prioritize high-potential accounts, and focus their efforts where it matters most. You’ll also learn how to build and manage a strong pipeline using Salesforce’s native tools, ensuring consistent deal flow and visibility. Plus, we highlight the Dakota App advantage—how integrating Dakota’s Marketplace data directly into Salesforce gives your team seamless access to critical insights and more efficient reporting. Whether you’re a Salesforce pro or just getting started, this episode offers practical takeaways to help your firm sell smarter.

In this episode of the Rainmaker Podcast, Gui Costin welcomes Seth Weissman, founder and CEO of Urban Standard Capital, for an engaging conversation about building a successful emerging investment management firm, fundraising, and the importance of direct, consistent communication. Seth shares his journey from being a real estate enthusiast in high school to incorporating Urban Standard Capital in 2014. After spending years in investment banking and private equity, Seth transitioned to entrepreneurial real estate investment, focusing on value-add and core-plus strategies.

Seth highlights the evolution of Urban Standard Capital, which specializes in real estate credit, focusing on lending on middle-market projects. As an emerging manager, he emphasizes the importance of relationships and consistent, transparent communication. Early on, Seth was hands-on in raising capital, relying on his network and building relationships by engaging potential investors over coffees, lunches, and dinners. This proactive, personalized outreach strategy was crucial to his first raise. Seth also emphasizes the importance of “thinking big” as an emerging manager—acting with the professionalism and infrastructure of a larger firm, even when starting out. This mindset helps build confidence with investors and positions the firm for sustainable growth.

Today, Urban Standard has built a team of eight on the investment side, operating with a unique model that integrates both deal origination and asset management. Seth believes in continuity—ensuring the same team works with the borrowers from start to finish, providing better service and insights. The firm has been highly successful at managing repeat clients, with 80% of their loans coming from existing relationships, direct outreach or referrals. This is a key driver of alpha for LPs by avoiding dependency on competitive mortgage brokerage channels for deal flow.

Seth and his team are relationship-driven and prioritize communication and transparency as a key differentiator, staying in regular contact with both investors and borrowers. He shares how their approach to relationship management is one of transparency, service, and flexibility, often involving texts, calls, or informal updates to maintain a flow of information. For Seth, this high-touch strategy helps strengthen bonds and leads to ongoing opportunities.

When discussing the importance of CRM systems, Seth emphasizes that having the right technology platform allows firms to efficiently track relationships, ensuring no opportunity is missed. He stresses that leveraging CRM isn’t just a best practice but a critical part of scaling operations without losing the personal touch.

Seth closes with advice to emerging managers: be open to rejection, focus on building relationships, and don’t shy away from outreach. Building a network of contacts and always following up, whether you’re big or small, is essential to 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 Episode 18 of the Dakota Research Podcast, we explore the fast-evolving world of cybersecurity—a $10 trillion risk vector transforming from IT concern to boardroom mandate. With cybercrime costs projected to skyrocket, we examine key sub-sectors (cloud, identity, endpoint, data security), explore the role of AI in both defense and attack, and highlight consolidation trends and record-breaking M&A.

We profile the largest public cybersecurity players—Palo Alto Networks, CrowdStrike, Fortinet, Zscaler, and Okta—and review blockbuster deals like Google’s $32B acquisition of Wiz and Cisco’s $28B purchase of Splunk. We also spotlight top VC and PE investors (Thoma Bravo, Vista, Sequoia, Ten Eleven Ventures) and emerging startups poised for IPO or acquisition.

If you're tracking the future of digital risk, regulation, and platform integration, this episode breaks down where cybersecurity capital is flowing—and why.

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 our Dakota Fundraising News Podcast, we cover freshly launched RIAs like Centrica Wealth Management as well as acquisitions by Focus Partners Wealth and BMO Financial Group. Hear consultant updates from Bristol County Retirement System and Texas Municipal Retirement System. We also share the latest fundraising efforts from North Haven Capital Partners and Greenbelt Capital Management — plus a reminder to register for our next Dakota Cocktails event.

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.

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! 💼🔥

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 will cover ongoing developments in the fundraising landscape for institutional investors. An ever-changing domain at Dakota, we are here to offer valuable market insights and relay developing trends.

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.