In this Rainmaker Podcast episode, Gui Costin interviews Valentine Whittaker, Director at Epic Funds, who shares insights from his 20-year career in private markets. Valentine discusses his role in managing investor solutions at Epic, where he combines sales, investor relations, and business development. He emphasizes a highly organized, process-driven approach to sales, leveraging tools like Dakota’s technology to efficiently target client meetings and track market changes. 

Valentine highlights the importance of cold outreach and personal engagement, even in a digital age, underscoring the effectiveness of tools like LinkedIn and CRMs to foster authentic client relationships. He shares his leadership style as collaborative and team-oriented, focused on empowering colleagues. For those new to investment sales, he advises prioritizing mentorship, product knowledge, and client education, especially in navigating private markets. This episode is rich with strategies for cultivating client connections, emphasizing relationship-building and process consistency for long-term success.