Dakota Family Office Investment Database
Dakota Family Office Investment Database tracks direct family-office investments across private markets, venture, growth equity, private equity and credit.
What Dakota Family Office Investment Database is
Dakota Family Office Investment Database tracks direct family-office investments across private markets, venture, growth equity, private equity and credit. Dakota says the database covers more than 3,800 family offices with deal-level records based on transactions that closed, rather than survey intentions. A record may include the family-office profile, transaction round and structure, approximate deal size when available, portfolio company details, co-investors, sector and geography tags, investment type, timing and deal history. Standardized records can be searched and compared across deals and family offices, and data can be exported. Dakota says its research team continuously updates entries as it verifies new investments. Listed integrations include Salesforce, HubSpot, Backstop, Intapp DealCloud, Snowflake, Dynamo, Altvia and Pinnakl. The Family Offices plan costs $10,000 a year, billed annually, for one user; additional users cost $1,000. There is no free plan. API access is limited to Marketplace customers’ internal use.
Good
- Covers more than 3,800 family offices
- Uses closed-deal records
- Includes portfolio and co-investor details
- Searches and compares standardized records
- Supports data export and listed integrations
Watch out
- No free plan
- API limited to Marketplace customers
- Additional users cost $1,000
Who it suits
It targets private fund managers, founders, growth-stage companies, banks, law firms, advisers, private-equity teams and investment bankers. It suits teams needing searchable family-office deal and portfolio data.
Verdict
Dakota combines family-office profiles with detailed direct-investment records and ongoing updates. Its annual pricing, user charges and API restriction matter for access planning.
Plans and prices
From Dakota Family Office Investment Database's own pricing page, checked 8 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Family Offices | $10,000 a year | 1 user · focused access to Family Office channel · All plans billed annually; $1,000 per additional user |
The facts
Each one read from Dakota Family Office Investment Database's own pages, with the date it was checked.
What it does
- Access limitation
- The API is limited to Marketplace customers, and the product page directs prospective users to request a demo to explore the database.checked 8 Oct 2026
- Analysis fields
- Records include co-investor information, sector and geography tags, investment type, transaction timing, and deal history.checked 8 Oct 2026
- API access
- Dakota API access is available only to Dakota Marketplace customers and for their own internal use.checked 8 Oct 2026
- Coverage
- Dakota states that it tracks more than 3,800 family offices and provides deal-level detail for each record.checked 8 Oct 2026
- Integrations
- Dakota lists Salesforce, HubSpot, Backstop, Intapp DealCloud, Snowflake, Dynamo, Altvia, and Pinnakl among its integrations.checked 8 Oct 2026
- Intended users
- Dakota identifies private fund managers, founders and growth-stage companies, banks, law firms, advisors, private equity teams, and investment bankers as primary audiences.checked 8 Oct 2026
- Purpose
- The database tracks family office direct investments in private markets, venture, growth equity, private equity, and credit.checked 8 Oct 2026
- Record details
- Records can include the family office profile, transaction round and structure, approximate deal size where available, and portfolio company information.checked 8 Oct 2026
- Search and comparison
- Dakota says standardized records can be searched and compared across deals and family offices.checked 8 Oct 2026
- Security
- Dakota's privacy policy says it uses reasonable organizational, administrative, and technical measures to protect personal information, while stating it cannot guarantee complete security.checked 8 Oct 2026
- Support and onboarding
- Dakota says a team member will follow up within one business day after a demo request and describes the demo as a 30-minute session with a Dakota expert.checked 8 Oct 2026
- Transaction data
- Records represent actual deals that closed rather than survey responses about investment intentions.checked 8 Oct 2026
- Updates
- Dakota says its research team continuously updates the database as it identifies and verifies new direct investments.checked 8 Oct 2026
The company
- Company
- Dakota says it was founded in 2006 as an investment management fundraising firm and lists Bryn Mawr, Pennsylvania as its location.checked 8 Oct 2026
- Founded
- 2006checked 28 Sep 2026
- Headquarters
- Bryn Mawr, Pennsylvania, United Stateschecked 28 Sep 2026
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