Dakota Family Office Investment Database tracks direct investments made by family offices across private markets, venture, growth equity, private equity and credit. Dakota says the database covers more than 3,800 family offices and provides deal-level records based on transactions that closed, rather than survey statements about intentions. Entries may include a 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. Dakota says its research team continuously updates records as it identifies and verifies new investments. Listed integrations include Salesforce, HubSpot, Backstop, Intapp DealCloud, Snowflake, Dynamo, Altvia and Pinnakl. Data can be exported, and listed coverage includes investor types, investment activity, portfolio companies and contact details. The Family Offices plan costs 10000.00 USD per year, billed annually, for one user; each additional user costs $1,000.
Who it is for
Dakota names private fund managers, founders, growth-stage companies, banks, law firms, advisers, private equity teams and investment bankers as audiences. It suits users researching family-office deal activity and related company information.
What is good
- Covers more than 3,800 family offices
- Records closed deals, not survey intentions
- Search and compare standardized records
- Continuously updated research data
- Data export and listed integrations
What to know first
- No free plan
- Costs 10000.00 USD per year
- API limited to Marketplace customers
- Additional users cost $1,000
Verdict
Dakota focuses on structured family-office investment records with deal context, company details and contact information. Its high annual price and API restriction are important considerations for prospective users.
Get started with Dakota Family Office Investment Database
- Open the Dakota Family Office Investment Database website
- Request a demo to explore the database
- Attend the 30-minute session with a Dakota expert
- Choose the Family Offices plan or another Dakota arrangement
- Use web access, or obtain API access as a Dakota Marketplace customer
Limits to know first
The Family Offices plan is for one user and costs 10000.00 USD per year billed annually; each additional user costs $1,000. API access is limited to Dakota Marketplace customers and their internal use.
Questions about Dakota Family Office Investment Database
How much does the Family Offices plan cost?
It costs 10000.00 USD per year, billed annually, for one user. Each additional user costs $1,000.
Is there a free plan?
No. Dakota lists paid pricing and no free plan.
Which platforms are supported?
The database is available on the web and through an API.
Who can use the API?
API access is available only to Dakota Marketplace customers and only for their own internal use.
Which integrations are listed?
Dakota lists Salesforce, HubSpot, Backstop, Intapp DealCloud, Snowflake, Dynamo, Altvia, and Pinnakl.
Can data be exported?
Yes. Dakota lists data export as available.
Dakota Family Office Investment Database plans and pricing
All plansCompared on investor databases
- Free plan
- No
- Investor types
- mixed
- Investment activity data
- Yes
- Portfolio company data
- Yes
- Contact details
- Yes
- Data export
- Yes
- Data freshness
- live
