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Dakota Family Office Investment Database

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What Dakota Family Office Investment Database is

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 $10,000 a year, billed annually, for one user; each additional user costs $1,000.

Who it suits

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 it does well

  • 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 $10,000 a year
  • API limited to Marketplace customers
  • Additional users cost $1,000

Limits

The Family Offices plan is for one user and costs $10,000 a year billed annually; each additional user costs $1,000. API access is limited to Dakota Marketplace customers and their internal use.

Plans

PlanBilled and limitsPrice
Family OfficesAll plans billed annually; $1,000 per additional user · 1 user · focused access to Family Office channel$10,000 a year

As dakota.com lists them, read 8 Oct 2026. The maker's own page has the final word.

Getting started

  1. Open the Dakota Family Office Investment Database website
  2. Request a demo to explore the database
  3. Attend the 30-minute session with a Dakota expert
  4. Choose the Family Offices plan or another Dakota arrangement
  5. Use web access, or obtain API access as a Dakota Marketplace customer

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.

Questions

How much does the Family Offices plan cost?

It costs $10,000 a 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.

Facts from Dakota Family Office Investment Database's own pages

Access limitation
The API is limited to Marketplace customers, and the product page directs prospective users to request a demo to explore the database. · dakota.com, 8 Oct 2026
Analysis fields
Records include co-investor information, sector and geography tags, investment type, transaction timing, and deal history. · dakota.com, 8 Oct 2026
API access
Dakota API access is available only to Dakota Marketplace customers and for their own internal use. · dakota.com, 8 Oct 2026
Company
Dakota says it was founded in 2006 as an investment management fundraising firm and lists Bryn Mawr, Pennsylvania as its location. · dakota.com, 8 Oct 2026
Coverage
Dakota states that it tracks more than 3,800 family offices and provides deal-level detail for each record. · dakota.com, 8 Oct 2026
Founded
2006 · dakota.com, 28 Sept 2026
Headquarters
Bryn Mawr, Pennsylvania, United States · dakota.com, 28 Sept 2026
Integrations
Dakota lists Salesforce, HubSpot, Backstop, Intapp DealCloud, Snowflake, Dynamo, Altvia, and Pinnakl among its integrations. · dakota.com, 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. · dakota.com, 8 Oct 2026
Purpose
The database tracks family office direct investments in private markets, venture, growth equity, private equity, and credit. · dakota.com, 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. · dakota.com, 8 Oct 2026
Search and comparison
Dakota says standardized records can be searched and compared across deals and family offices. · dakota.com, 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. · dakota.com, 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. · dakota.com, 8 Oct 2026
Transaction data
Records represent actual deals that closed rather than survey responses about investment intentions. · dakota.com, 8 Oct 2026
Updates
Dakota says its research team continuously updates the database as it identifies and verifies new direct investments. · dakota.com, 8 Oct 2026

Where Dakota Family Office Investment Database stands on Freedom251

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