All Things Fundraising

Learn how Dakota Marketplace's CRM Integration for HubSpot lets you pull accounts and contacts directly into your CRM — link existing records or create new ones, keep data updated in real time, and customize exactly which datasets flow into your instance. Dakota's Pat Tighe and Dominique Mortelliti walk through a live demo of the Data Integrations tab, plus answer FAQs on field mapping, setup, and what happens to your data if you don't renew.

Dakota Marketplace's Salesforce app gets a major upgrade in version 4.0, adding one-click account-and-contact linking, saved custom list views, in-app Dakota Recommends city guides, new record-page detail, and view-only permission controls. Pat Tighe and Dominique Mortelliti walk through the live demo and outline the upgrade path for existing customers.

Dakota's Q3 2026 Product Roadmap Webinar covers everything new across the platform this fall — from Founder & CEO Gui Costin's remarks on Dakota's data growth to expanded AI connector adoption (Claude, ChatGPT, and now Copilot), new international data including UK charities and conference speaker coverage, a major family office data milestone (5,000+ globally), the launch of Dakota Private Markets as a standalone product for allocators, enhanced 13F firm-level data, Dakota Marketplace for Salesforce v4.0, and a look at upcoming events including the Dakota Data Summit. Tune in for a full look at what's new and what's next for Dakota Marketplace.

In Episode 47 of the Emerging Manager Growth Show, Gui Costin and Tim Dolan break down how emerging managers can do more with less. They make the case for consistent cold outreach to RIAs and family offices, explain how a single email serves as both a meeting request and a marketing touchpoint, and map out the emerging manager and consultant landscape, from must-hit EM programs like Xponance to larger global consultants such as Meketa, Mercer, and StepStone. They also cover the leverage of quarterly webinars for building brand awareness and close with why disciplined CRM habits are essential for scaling a young firm.

We cover job changes across the wealth management and institutional investment space, including moves at Blackstone, Goldman Sachs Group Inc, and Deutsche Bank Private Wealth Management. On the RIA/M&A front, we highlight Carson Group's acquisition of Elios Financial Group, plus advisor moves at LPL Financial and Quotient Wealth Partners. We also share updates on commitments from the Connecticut Retirement Plans and Trust Funds, the South Carolina Retirement System Investment Commission, and the Maine Public Employees' Retirement System. On the search front, we highlight activity from Massachusetts PRIM, the Los Angeles Water & Power Employees' Retirement Plan, and the Washington State Investment Board. We also cover fundraising from ICG, PSG Equity, and HarbourVest Partners — plus a reminder to register for our next Dakota Cocktails event.

Welcome back to the Dakota Events Playbook. In this episode, Catherine and Dominique join host Rob Robertson to go deeper into how Dakota Cocktails actually runs today — from first rooftop event to a 30+-events-a-year program:

- What makes the right venue: exclusivity, cost, and atmosphere
- How Dakota decides which cities to visit and when
- Negotiating venue budgets around the $150-per-head benchmark
- Managing headcount and RSVPs so spend and turnout line up
- Why there are no pitches and no speeches — and why events stay free
- The night Dakota pulled off three events in three cities
- How the team follows up — and measures ROI that's hard to attribute
- Advice for smaller firms getting started

Practical lessons from a team that's run 30+ events a year for five years running.

We cover job changes across the wealth management, insurance, and institutional investment space, including moves at Deutsche Bank AG, Avantis Investors, and Chubb National Insurance Company. On the RIA/M&A front, we highlight an advisor trio's move from Wells Fargo Advisors Financial Network to launch independent RIA Pelorus Capital Management, plus a new independent RIA launch in Bethesda, MD. We also share updates on commitments from the New York State Common Retirement Fund, the Oregon Public Employees Retirement Fund, and the Rhode Island State Pension. On the search front, we highlight activity from the Teachers' Retirement System of Oklahoma and the Falmouth Retirement System. We also cover fundraising from the National Investment and Infrastructure Fund, Taiwania Hive Ventures, and Mamor Capital Ventures — plus a reminder to register for our next Dakota Cocktails event.

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! 💼🔥

What's the real difference between an API and an MCP connector — and which one is right for your team? In this Dakota Marketplace product webinar, Pat Tighe (Head of Product) and Rob Robertson (President) sit down with CTO Priya Stanley to break down how each technology works, when to use conversational MCP access versus bulk API pulls, real customer use cases across CRM and BI workflows, data security and compliance considerations, and a live walkthrough of the Dakota API portal and playground. Whether you're evaluating AI-driven data access or building custom integrations, this episode covers everything you need to know. 

We cover job changes across the endowment, pension, and family office space, including moves at Brandeis University Endowment, Greater Manchester Pension Fund, and Georgia Tech Foundation. On the RIA/M&A front, we highlight Wealth Enhancement's acquisition of Cloud Investments, an advisor duo's move from Cetera to LPL, and a new independent RIA launch in Durham, NC. We also share updates on commitments from the Metropolitan Government of Nashville & Davidson County, the Contra Costa County Employees' Retirement Association, and the District of Columbia Retirement Board. On the search front, we highlight activity from the Marin County Employees Retirement Association, the Ohio Bureau of Workers' Compensation, and the Illinois Police Officers Pension Fund. We also cover fundraising from KKR, HiDream.ai, and Ábaco Technologies — plus a reminder to register for our next Dakota Cocktails event.