The Dakota Way

A Book Built For Fundraisers

The Dakota Way documents the exact process and procedures to follow to become a world class fundraiser. Based upon 28+ years of fundraising experience and having trained many Dakota fundraisers on its four core principles, The Dakota Way is the one book that provides a clear blueprint to follow to achieve outsized fundraising success.

Buy the Book Buy the Book

Get The Dakota Way Now

Amazon

Amazon Kindle

Audible

What Is The Dakota Way?

The Dakota Way is a time-tested system for streamlining your investment sales process. It is far more than a sales technique; it’s a philosophy and a process, as well as a mindset that has been meticulously codified into four core principles.

Four Principles of Investment Sales Success

Set Expectations

Create a sales plan, get agreement on what good looks like, and regularly schedule time to report progress against the plan.

Know Who to Call On

Identify your TAM, Create the right email with a clear call to action and implement City Scheduling.

Become a Master Messenger

Open the meeting with a two-minute overview hitting the key points, move into Q&A on your investment philosophy and process, and end by asking the two tough questions.

Create a Killer Follow-Up System

Pick a CRM, enter all scheduled meetings and call notes, create Past Activity Reports to create sales triggers, and create Opportunity Pipeline Reports to create additional sales triggers and report progress against your plan.

Learn More

Get to Know Gui

Gui is the Founder and CEO of Dakota, a financial, software, data and media company based in Philadelphia, PA.

Dakota’s flagship product, Dakota Marketplace, is a database of institutional investors used by over 6,000 fundraisers and over 1,400 global investment firms.