Every Email Is a Marketing Email: The Cold Outreach Playbook for Emerging Managers
Hosted by Gui Costin, Founder & CEO, Dakota and Tim Dolan, Vice President, Institutional Sales, Dakota
Watch on YouTube | Listen on Spotify
Executive Summary:
Episode 47 makes the case for cold outreach as the non-negotiable foundation of emerging manager fundraising. Gui Costin and Dakota's Tim Dolan walk through the "city scheduling" framework, a minimum of 20 emails a day focused on 5 cities at a time, and reframe every outreach email as three things at once: a meeting request, a brand-awareness touchpoint, and an educational moment for the recipient. RIAs and family offices get top billing as the channels most receptive to emerging managers, while consultants (split into emerging manager-dedicated programs, large national consultants, and OCIO groups) are positioned as a longer-term R&D play, not a primary source of capital. The conversation closes with two force multipliers: the quarterly webinar as a low-cost, high-control brand-building tool, and disciplined CRM use, including dictating call notes into Claude immediately after a meeting, to keep every opportunity moving.
Show Notes
Products Discussed in This Episode
Dakota Marketplace - View Product
The global private markets intelligence platform underlying every channel discussed in this episode: family offices, RIAs, and every other allocator type Dakota tracks, all updated daily.
↓ Download the Platform Guide | Book a Demo
Dakota Marketplace for Salesforce - View Product
Referenced in the CRM discipline segment: Dakota's native Salesforce integration for logging call activity, meeting notes, and opportunity stages directly against Dakota Marketplace records.
Book a Demo
Dakota Family Offices - View Product
4,000+ verified family offices in Dakota Marketplace, including direct-investor filtering to isolate family offices that actually use outside managers.
↓ Download the Global Family Office Report
Dakota RIAs - View Product
17,000+ RIAs, 46,000+ verified contacts, CIO bios, investment preferences, and 13F holdings data.
↓ Download the RIA Capital Raising Guide
Resources & Documents Mentioned
The Dakota Way & Be Kind 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
Mastering Quarterly Webinars: Best Practices for Investment Firms
Dakota's step-by-step eBook on planning, hosting, and following up on quarterly webinars, covering webinar structure, technical setup, audience engagement, and post-webinar follow-up strategy.
↓ Download the Quarterly Webinar Guide
Episode #48 airs at 1pm on October 13, 2026
30 mins. Practical tactics. No pitch. Build for boutique investment firms raising capital without the budget of a large firm.
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