Do you feel like you spin your wheels looking for new investors?
Do you waste trips because you can’t find qualified leads in a given city?
Are you concerned about falling behind as the RIA channel grows?
If you answered yes to any of the above, Draft can help you.
Dakota Funds Group, the engine behind Draft, raised over $22 billion using the contact information in Draft. Since this active database is still used by Dakota to raise capital, the contacts are updated daily.
Why does this matter? Because you leverage the daily work of a top sales team for a small fraction of the cost.
Too many investment firms swim in an ocean of chaos.
Raising money isn’t easy, especially when dealing with overwhelming channels like RIAs. Knowing where to start is hard, and too often it feels like wandering in a wilderness with no guide.
The RIA channel is the single most important channel for your firm’s success. Thankfully, winning here is easy thanks to Draft. We simplified everything, making it easy to find the RIAs you need in one place. This select group of RIAs gives you exactly who you need in the cities you need them.
It’s time to kill confusion and start book more meetings. Your team gets the contacts they need to call the right people today. Save time, book meetings, raise money. That’s the Draft formula for success.
“Draft is nirvana for a sales professional who wants access to RIAs and other institutional investors. Most of my prospecting is over because all I have to do is log into Draft, pull up a city I am traveling to and all the RIAs and investors I need to know are right there. It’s awesome.”
Institutional Sales, $4 billion large cap growth manager.