Dakota Family Office Investment Database
Dakota Family Office Investment Database: A detailed family-office investment database for targeted private-market research. Ranked #18 of 31 in Investor Databases by our editors (7.5/10); pricing: Paid; best for family-office direct-investment research.
At a glance
- Editor score7.5 / 10
- PricingPaid
- Best forFamily-office direct-investment research
- Free planNo
- Paid from$10,000/user/yr
- Investor typesMixed
- Founded2006 · Bryn Mawr, Pennsylvania, United States
- Facts checked20 Sep 2026
Where it wins
- Deal records include rounds, structures, timing, and transaction history
- Filters cover sector, geography, investment type, and other classifications
- CRM integrations support Salesforce, HubSpot, DealCloud, and more
Where it doesn't
- Annual access starts at $10,000 per user
- Access is limited to the web platform
- Focused on family-office data rather than broad investor coverage
Our verdict on Dakota Family Office Investment Database
Dakota Family Office Investment Database is a searchable research product for private fund managers, founders, service providers, investment banks, and research teams. It focuses on family-office direct investments across venture, growth equity, private equity, credit, and other private-market strategies. Records combine family-office profiles with deal-level transaction details, portfolio company information, co-investors, classifications, transaction timing, and deal history. The Family Offices channel includes 4,000+ family offices actively allocating capital and 7,000+ verified contacts, CIO bios, investment histories, and stated preferences.
Its main strength is the depth of direct-investment records. Users can search by sector, geography, investment type, and other classifications, then examine rounds, structures, portfolio relationships, co-investors, and historical activity. Continuous updates as new deals are identified and verified are relevant for teams tracking changing investment behavior. CRM integrations and direct export into workflows extend the database into Salesforce, HubSpot, DealCloud, Dynamo, Altvia, Pinnakl, Satuit, and Snowflake. This makes the product a strong fit for focused research and relationship-development processes that already rely on CRM systems.
Pricing is straightforward but high for general-purpose research: the Single Channel — Family Offices plan costs $10,000 per user annually. It provides focused access to the Family Office channel and its listed coverage and contact features. There is no free plan, and access is web-only. The product should suit teams that need structured family-office deal intelligence, verified contacts, and CRM-connected workflows. Buyers seeking a wider investor database, lower-cost access, or broader platform coverage should consider an alternative with a less specialized scope.
Your product? Our editors can test Dakota Family Office Investment Database in depth and publish a review, labelled as paid · from $149/mo →
Dakota Family Office Investment Database pricing
All 1 Dakota Family Office Investment Database plans and prices →
Dakota Family Office Investment Database fact sheet
| Free plan | No |
|---|---|
| Paid from | $10,000/user/yr |
| Investor types | Mixed |
| Investment activity data | Yes |
| Portfolio company data | Yes |
| Contact details | Yes |
| Data export | Yes |
| API access | Not verified |
| Data freshness | Live |
| Deployment | Cloud |
| Platforms | Web |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 8 integrations: Salesforce, HubSpot, DealCloud, Dynamo, Altvia, Pinnakl … |
| Pricing | Paid (source) |
| Website | dakota.com |
| Facts checked | 20 Sep 2026 |
Dakota Family Office Investment Database integrations
Dakota Family Office Investment Database lists 8 integrations on its own site.
- Salesforce
- HubSpot
- DealCloud
- Dynamo
- Altvia
- Pinnakl
- Satuit
- Snowflake
Alternatives to Dakota Family Office Investment Database
- PitchBookBroad investor intelligence with live data, analysis, exports, APIs, and CRM connections.9.4
- PreqinA broad private-markets intelligence platform for data-led investment workflows.9.3
- Venture IntelligenceA mature India-focused database for PE/VC transactions, investors and portfolio research.9.1
See all Dakota Family Office Investment Database alternatives →
Used Dakota Family Office Investment Database? Be the first to review it
The editor score above is our own research. What this page doesn't have yet is a reader's view — what you used Dakota Family Office Investment Database for, what worked and what didn't. No stars are seeded and no review is paid for; an editor reads every one before it appears.
Write a reviewTwo minutes · verified accounts only · read by an editor before it appears
Featured on iTechGuides
Dakota Family Office Investment Database is listed in our Investor Databases directory. Add the badge to your site — it links back to this page.
<a href="https://www.itechguides.com/products/dakota-family-office-investment-database/"><img src="https://www.itechguides.com/best/badge/dakota-family-office-investment-database.svg" alt="Featured on iTechGuides" width="230" height="46"></a>
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
Last updated · How we research and update