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Partnerships – Dakota

dakota and altvia partnership venture capital

Accelerating Fundraising Pipeline Growth with Enhanced Data Insights

Explore Altvia + Dakota
dakora partners with altvia to improve private equity crms

The Value of Integrating Dakota Marketplace with Altvia

Actionable Data Insights

Harness the unique data insights sourced from Dakota Marketplace to drive informed and strategic business decisions. This valuable data integration provides a competitive edge by offering a deeper understanding of market dynamics, investment opportunities, and risk factors.

data insights for private equity venture capital
differentiate your private equity venture capital portfolio

Differentiate Your Network

Leverage Dakota Marketplace data to stand out in your network and investor relationships. The enriched information enables you to engage with investment allocators in a more personalized and meaningful manner, fostering trust and building stronger connections.

Automated Fundraising

Altvia automates the process of putting fundraising information into the CRM pipeline. This eliminates the need for manual data input, ensuring that fundraising activities are accurately tracked and managed.

dakota automated fundraising icon with altvia for private equity fund of funds solutions

Actionable Data Insights

Harness the unique data insights sourced from Dakota Marketplace to drive informed and strategic business decisions. This valuable data integration provides a competitive edge by offering a deeper understanding of market dynamics, investment opportunities, and risk factors.

data insights for private equity venture capital
differentiate your private equity venture capital portfolio

Differentiate Your Network

Leverage Dakota Marketplace data to stand out in your network and investor relationships. The enriched information enables you to engage with investment allocators in a more personalized and meaningful manner, fostering trust and building stronger connections.

Automated Fundraising

Altvia automates the process of putting fundraising information into the CRM pipeline. This eliminates the need for manual data input, ensuring that fundraising activities are accurately tracked and managed.

dakota automated fundraising icon with altvia for private equity fund of funds solutions
data insights for private equity venture capital

Actionable Data Insights

Harness the unique data insights sourced from Dakota Marketplace to drive informed and strategic business decisions. This valuable data integration provides a competitive edge by offering a deeper understanding of market dynamics, investment opportunities, and risk factors.

differentiate your private equity venture capital portfolio

Differentiate Your Network

Leverage Dakota Marketplace data to stand out in your network and investor relationships. The enriched information enables you to engage with investment allocators in a more personalized and meaningful manner, fostering trust and building stronger connections.

dakota automated fundraising icon with altvia for private equity fund of funds solutions

Automated Fundraising

Altvia automates the process of putting fundraising information into the CRM pipeline. This eliminates the need for manual data input, ensuring that fundraising activities are accurately tracked and managed.

dakota logo white

Dakota Marketplace provides firms with unique access to high quality and up to date data and intel on institutional, intermediary and RIA investors. Trusted by over 900 investment firms, Dakota Marketplace is a complete database solution designed to connect you with more allocators and set more meetings.

Watch Altvia’s Chief Strategy Officer, Jeff Williams and Dakota’s CEO & Founder, Gui Costin, discuss the power of integrating Dakota Marketplace and Altvia:

Pipeline History Tracking

Pipeline History Tracking

Altvia provides you with robust tracking and insights into the history of your fundraising pipeline. This historical data allows your team to analyze past performance, optimize funnel stages, and make data-driven decisions to improve fundraising strategies. This real-time insight enables your team to track progress, identify bottlenecks, and take timely actions to move forward.
dakota customizable private equity crm icon with altvia for private equity fund of funds solutions

Customization without Hassle

Customization without Hassle

Unlike SFDC (Salesforce) out-of-the-box solutions, which may require extensive customization that consumes time, money, and manpower, Altvia offers a more flexible and tailored approach. Which means you can customize their CRM experience to align with your unique needs and preferences without the complexities associated with heavy customization efforts.
dakota private equity crm adoption icon with altvia for private equity fund of funds solutions

Efficient CRM Adoption

Efficient CRM Adoption

Altvia's automation capabilities reduce the need for manual data entry and administrative tasks, making it easier for teams to embrace and utilize the CRM effectively. Altvia also offers an intuitive and user-friendly interface that makes it easier for you to adopt and use the CRM effectively, reducing the learning curve for team members.

Pipeline History Tracking

Pipeline History Tracking

Altvia provides you with robust tracking and insights into the history of your fundraising pipeline. This historical data allows your team to analyze past performance, optimize funnel stages, and make data-driven decisions to improve fundraising strategies. This real-time insight enables your team to track progress, identify bottlenecks, and take timely actions to move forward.
dakota customizable private equity crm icon with altvia for private equity fund of funds solutions

Customization without Hassle

Customization without Hassle

Unlike SFDC (Salesforce) out-of-the-box solutions, which may require extensive customization that consumes time, money, and manpower, Altvia offers a more flexible and tailored approach. Which means you can customize their CRM experience to align with your unique needs and preferences without the complexities associated with heavy customization efforts.
dakota private equity crm adoption icon with altvia for private equity fund of funds solutions

Efficient CRM Adoption

Efficient CRM Adoption

Altvia's automation capabilities reduce the need for manual data entry and administrative tasks, making it easier for teams to embrace and utilize the CRM effectively. Altvia also offers an intuitive and user-friendly interface that makes it easier for you to adopt and use the CRM effectively, reducing the learning curve for team members.

Elevate your Fundraising Pipeline to New Heights

Explore Altvia + Dakota

Learn More:

gui costin altvia and dakota marketplace private equity crm preferred return podcast

Dakota + Altvia:
Eliminating Stale Data with a Centralized Private Equity CRM →

In this episode of Altvia’s Preferred Return Podcast, Gui Costin, founder and CEO of Dakota, returns to discuss Dakota’s upcoming partnership with Altvia, integrating Dakota Marketplace with Altvia’s Private Equity CRM: AIM.

dakota venture capital top 8 crms for private equity altvia

The 8 Best CRMs for Private Equity Firms →

At Dakota, we eat, sleep, and breathe our CRM, using it for everything from following up after a meeting to reporting and keeping up to date on meeting notes. For this, we use Salesforce, but we know not everyone’s budgets or needs are the same. Which is why, in this article, we’re going to highlight eight of the best CRM platforms specifically for private equity firms.

dakota venture capital best 14 crms for private equity altvia

The 14 Best CRMs for Investment Firms to Consider in 2023 →

If you’re in the process of researching a CRM for your investment firm, chances are you already have an idea of the value a CRM can bring to your business…. With that focus on strong data in mind, we’ve compiled a list of high-quality CRM options. While some of these options are general CRM systems, others are built specifically for investment firms.

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