City Scheduling, Pension Programs, and the Tools Emerging Managers Need to Build a Pipeline
Hosted by Gui Costin, Founder & CEO, Dakota and Tim Dolan, VP Investment Sales
Watch on YouTube | Listen on Spotify
Executive Summary:
Most emerging managers spend money they do not have trying to look like a larger firm. Episode 43 focuses on the opposite: building a real fundraising engine with limited resources, disciplined outreach, and the right tools. Gui Costin and Tim Dolan cover four execution levers that consistently drive results — city scheduling against RIAs and family offices, the quarterly webinar as free ongoing marketing, public pension emerging manager programs as a supplementary capital source, and CRM discipline powered by AI-assisted call notes using Claude. Every tactic discussed is in use by Dakota's own fundraising team today.
Show Notes
Products Discussed in This Episode
Dakota Private Markets - View Product
GP intelligence, private fund performance (IRR, TVPI, DPI, RVPI) across 14,000+ funds, custom benchmarking by vintage, strategy, geography, and fund size. Relevant for Fund 3 and Fund 4 managers needing performance context for LP conversations. $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 emerging managers 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. $995 per year.
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
RIA Capital Raising Guide
The definitive guide to raising capital from registered investment advisors.
Download →
Global Family Office 2025 Report
Dakota's annual report on the global family office market, including allocation trends and decision-maker data.
Download →
Dakota Platform Guide
Full overview of Dakota Marketplace features, data coverage, and integrations.
Download →
Episode #44 airs at 1pm on June 9, 2026
30 mins. Practical tactics. No pitch. Build for boutique investment firms raising capital without the budget of a large firm.
Save Your Seat →
View all EMG Show episodes
