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On the recordRead 8 Oct 202616 facts
Dakota Family Office Investment Database
Bryn Mawr, Pennsylvania, United States
Plans and prices
Family Offices
$10,000a year
1 user · focused access to Family Office channel
Read 8 Oct 2026 · dakota.com
On the record
- 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 · read 8 Oct 2026
- Analysis fields
- Records include co-investor information, sector and geography tags, investment type, transaction timing, and deal history.dakota.com · read 8 Oct 2026
- API access
- Dakota API access is available only to Dakota Marketplace customers and for their own internal use.dakota.com · read 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 · read 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 · read 8 Oct 2026
- Integrations
- Dakota lists Salesforce, HubSpot, Backstop, Intapp DealCloud, Snowflake, Dynamo, Altvia, and Pinnakl among its integrations.dakota.com · read 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 · read 8 Oct 2026
- Purpose
- The database tracks family office direct investments in private markets, venture, growth equity, private equity, and credit.dakota.com · read 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 · read 8 Oct 2026
- Search and comparison
- Dakota says standardized records can be searched and compared across deals and family offices.dakota.com · read 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 · read 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 · read 8 Oct 2026
- Transaction data
- Records represent actual deals that closed rather than survey responses about investment intentions.dakota.com · read 8 Oct 2026
- Updates
- Dakota says its research team continuously updates the database as it identifies and verifies new direct investments.dakota.com · read 8 Oct 2026
