What is the Best Way to Use ProFundcom and Dakota Data

Using ProFundCom and Dakota Data together is a powerful combo for fund marketers and capital raisers. Here’s how you can get the most out of both platforms:

1. Align Your Data Sources

Dakota Data gives you up-to-date information on allocators, consultants, RIAs, and institutional investors.

ProFundCom helps you:

• Engage these contacts via email

• Track their digital body language (opens, clicks, document downloads)

• Sync this data with your CRM (like Dynamo)

🔧 Best Practice:

• Import or sync Dakota-sourced contacts into ProFundCom.

• Use custom fields/tags in ProFundCom to label them by Dakota category (e.g., “Consultant”, “Public Pension”, “Family Office”).

2. Build Targeted Campaigns

Now that your Dakota contacts are in ProFundCom, segment them for personalised outreach.

Examples:

• “New Family Office Prospects from Dakota – July”

• “Top Tier Consultants – RFI Engagement Campaign”

Use ProFundCom’s automated workflows to:

• Nurture prospects with content relevant to their profile

• Set up drip campaigns triggered by engagement levels

3. Use LeadDeck AI to Identify Intent

Once you start emailing Dakota contacts through ProFundCom, the LeadDeck AI will surface who is:

• Most engaged

• Repeatedly opening emails

• Visiting your website or factsheets

Result: You get a real-time view of which Dakota contacts are ready for a call, need nurturing, or can be handed to sales.

4. Measure Campaign ROI

ProFundCom’s reporting lets you:

• See how Dakota contacts are engaging

• Measure ROI by channel, campaign, and segment

• Track conversions (e.g., from newsletter to DDQ request)

Pro tip: Share this data with your team to validate the cost and impact of your Dakota subscription.

5. Close the Loop with CRM Sync

If you’re using Investor Dynamo, make sure:

• ProFundCom is syncing activity back to contact records

• Dakota IDs or metadata are preserved for easy attribution

This gives sales & IR the full picture of investor intent + contact history, all in one place.

Optional Enhancements

• Custom Dashboards in ProFundCom to track Dakota segment performance

• A/B testing to optimise emails to Dakota-sourced contacts

• Use Dakota’s webinar/event data to follow up with registrants via ProFundCom

Summary Cheat Sheet