Dakota Family Office Investment Database

6.0easy start · #26of 31
in Investor Databases

Free to practise onno
Well documentedyes
Runs where you workno

Runs on api, Web. Paid plans from $833.33/mo.

Dakota Family Office Investment Database is ranked #26 of 31 in investor databases on The Geeks Club. It runs on API, Web. There is no free plan. Paid plans start at $833.33/mo.

Dakota Family Office Investment Database plans and pricing

All plans

Family Offices $10,000/yr All plans billed annually; $1,000 per additional user 1 user · focused access to Family Office channel dakota.com · 8 Oct 2026

Compared 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

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The record

Purpose: The database tracks family office direct investments in private markets, venture, growth equity, private equity, and credit.
Coverage: Dakota states that it tracks more than 3,800 family offices and provides deal-level detail for each record.
Transaction data: Records represent actual deals that closed rather than survey responses about investment intentions.
Updates: Dakota says its research team continuously updates the database as it identifies and verifies new direct investments.
Record details: Records can include the family office profile, transaction round and structure, approximate deal size where available, and portfolio company information.
Analysis fields: Records include co-investor information, sector and geography tags, investment type, transaction timing, and deal history.
Search and comparison: Dakota says standardized records can be searched and compared across deals and family offices.
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.
Integrations: Dakota lists Salesforce, HubSpot, Backstop, Intapp DealCloud, Snowflake, Dynamo, Altvia, and Pinnakl among its integrations.
API access: Dakota API access is available only to Dakota Marketplace customers and for their own internal use.
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.
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.
Access limitation: The API is limited to Marketplace customers, and the product page directs prospective users to request a demo to explore the database.
Company: Dakota says it was founded in 2006 as an investment management fundraising firm and lists Bryn Mawr, Pennsylvania as its location.
Price from: $833.33/mo

Where it ranks on The Geeks Club

Best Investor Databases in 2026#26 of 31

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Sources

dakota.com/dakota-family-office-investment-databas· checked 8 Oct 2026
dakota.com/api-hub· checked 8 Oct 2026
dakota.com/privacy-policy· checked 8 Oct 2026
dakota.com/about-us· checked 8 Oct 2026
dakota.com/dakota-pricing-newsletters· checked 8 Oct 2026