Become a world-class fundraiser.

A free masterclass on the sales process, mindset, and mechanics behind 20+ years of proven results and $40B+ raised — taught directly by Dakota CEO Gui Costin.

20+

Years of proven results across institutional & wealth channels

$40B+

Capital raised by Gui Costin personally since 2006

Core sales principles taught in every coaching session

Repeatable sales process for your entire team

Next masterclass

June 18, 2026

1:00 PM ET · 60 min · Free

WHAT YOU’LL LEARN

Following a tight sales process · Asking tough questions · 10× productivity with CRM

Taught directly by Gui Costin · Limited seats · Investment sales teams welcome

About the Coaching

Leverage is the #1 thing every great salesperson masters.

Most salespeople fail not because they lack hustle — they fail because they don’t know how to apply leverage at every stage of the sales cycle. The Dakota Way covers these leverage points and shows you exactly how to apply them.

The best salespeople combine opportunistic selling with a tight, repeatable sales process. This coaching gives you both — the mindset and the mechanics.

10^X

Productivity Unlocked Through Leverage

Brought to you by experienced fundraisers themselves, designed for investment sales professionals who want real insight — not theory.

Built on 20+ years of proven results

Methodology distilled from two decades of capital raising across institutional and wealth channels — refined and tested in the field every single day.

Designed for sales teams, not solo operators

The Dakota Way Sales Coaching is a system that creates organizational alignment — set expectations with management, build the sales plan, run weekly pipeline reviews.

Tactical, not theoretical

Every principle is paired with a script, a tool, or a workflow. You leave the session with the exact mechanics — not vague advice.

Taught by the founder who raised $40B+

Gui Costin, author of The Dakota Way and Be Kind, teaches every session himself — drawing on 25 years of investment sales experience.

The Frame work

The 4 core principles to create
a repeatable sales process

Every world-class fundraiser operates from the same foundational framework. Here’s exactly what we’ll cover in the session — and what your team will leave with.

01 Focus on What Matters Most

Set expectations with upper management, build a sales plan that creates organizational alignment, and pick which channels to sell into — and which to avoid.

SALES PLAN · CHANNEL SELECTION · ALIGNMENT

02 Know Who to Call On

Create and grow your Total Addressable Market, use City Scheduling to book meetings systematically, and write email copy and subject lines that get replies.

TAM · CITY SCHEDULING · EMAIL COPY

03 Know What to Say

Build a meeting script and opening remarks that command attention. Ask the tough questions that eliminate unnecessary follow-up. Master presenting to public pensions and investment committees.

MEETING SCRIPT · TOUGH QUESTIONS · PRESENTATIONS

04 Create a Follow-Up System

Why entering every meeting into your CRM is non-negotiable. Build the exact reports you need to trigger the right sales actions. Run weekly pipeline reviews that identify what’s stalling.

CRM DISCIPLINE · WEEKLY REVIEWS · PIPELINE

Great salespeople don’t wing it. They follow a tight process, ask the tough questions, and use leverage at every stage. That’s what separates world-class fundraisers from everyone else.

GUI COSTIN — FOUNDER & CEO, DAKOTA

Our Offices

Taught by the founder who has raised $40B+ since 2026

Lead Instructor

GUI COSTIN

Founder & CEO, Dakota · Author of The Dakota Way

Gui Costin brings over 25 years of investment sales experience to every coaching session. As founder of Dakota — one of the industry’s most respected investment distribution platforms — Gui has personally overseen the raising of more than $40 billion in capital since 2006.

He is the author of The Dakota Way and Be Kind, and has spent decades developing and refining the sales methodology he teaches in this program.

Author of two books
The Dakota Way and Be Kind — grounded in courageous directness

$40B+ raised personally
Personally involved in capital raises across institutional and wealth channels since 2006.

Founder of Dakota
A data and intelligence platform built over nearly three decades, serving institutional investors.

The dakota way Insights

Recent sales intelligence from Dakota.

A sample of recent articles from the Dakota Way library — practical, tactical content from the team in the field every day.

March 30, 2026 · Sales Process

10 Investment Sales Rules That Actually Work

The non-negotiables that separate effective fundraisers from the rest — distilled from 20 years of capital raising on the road.

Read Article

March 25, 2026 · Tools & Workflow

How Investment Sales Teams Use Chrome Extensions

The Dakota Chrome extension is changing how teams qualify, prep, and follow up across every meeting in their day.

Read Article

March 24, 2026 · RIA Channel

Top 10 Myths About Raising Capital in the RIA Channel

What emerging managers get wrong about AUM thresholds, track records, and fee flexibility — and why most of it isn't true.

Read Article

Join the next Dakota Way Sales Coaching session

April 23, 2026 · 1:00 PM ET · Free Masterclass · Limited Seats

Become a world-class fundraiser.

Following a tight sales process · Asking tough questions · 10× productivity with CRM