Banks & Broker-Dealers, New Media, and the AI Tools Emerging Managers Need to Build a Pipeline
Hosted by Gui Costin, Founder & CEO, Dakota and Andrew O'Shea, VP Investment Sales
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Executive Summary
Most emerging managers assume banks and broker-dealers are off-limits until they hit a certain size. Episode 44 dismantles that myth and four others like it. Gui Costin covers why the dialogue with wirehouses and BDs should start now — not when you hit $500M AUM or have a three-year track record. The episode also goes deep on the quarterly webinar as a free, high-impact brand-building tool, the role of new media and AI in leveling the playing field for boutique firms, and the same core operating system that drives results regardless of which channel you're calling on: disciplined cold outreach, city scheduling, AI-assisted call notes, and Slack as an intelligence layer.
Post-Call Notes
Products Discussed in This Episode
Dakota Marketplace - View Product
Full contact information for due diligence analysts at banks and broker-dealers, broken down by asset class. GP intelligence, private fund performance (IRR, TVPI, DPI, RVPI) across 14,000+ funds, custom benchmarking by vintage, strategy, geography, and fund size. Relevant for any emerging manager beginning the BD and wirehouse engagement process. $2,995 per year, full access, no per-seat pricing. ↓ Download the Platform Guide
Dakota RIAs - View Product
17,000+ RIAs, 46,000+ verified contacts, CIO bios, investment preferences, and 13F holdings data. The primary target channel for city scheduling outreach discussed throughout this episode. ↓ Download the RIA Capital Raising Guide
Dakota Family Offices - View Product
4,000+ verified family offices, 8,000+ decision-maker contacts across 91 countries. The second primary channel for city scheduling outreach discussed in this episode. ↓ Download the Global Family Office 2025 Report
Dakota Recommends - View Product
Curated business travel guide for investment professionals: hotels, restaurants, coffee shops, and event venues across 20+ global cities. Built for the city scheduling workflow — knowing where to stay and where to take an allocator to dinner on every leg of your calling circuit.
Resources & Documents Mentioned
The Dakota Way by Gui Costin The only book written on investment sales: 4 core principles for fundraisers. Available on Kindle and softcover on Amazon.
Request a signed copy
Be Kind by Gui Costin A lessons-learned leadership book.
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a16z New Media Manifesto — November 5, 2025 A full framework for new media strategy for investment firms — highly recommended reading for any emerging manager building a content presence.
RIA Capital Raising Guide The definitive guide to raising capital from registered investment advisors.
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Global Family Office 2025 Report Dakota's annual report on the global family office market, including allocation trends and decision-maker data.
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Dakota Platform Guide Full overview of Dakota Marketplace features, data coverage, and integrations.
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Episode #45 airs at 1pm on July 14, 2026
30 mins. Practical tactics. No pitch. Built for boutique investment firms raising capital without the budget of a large firm.
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