Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo
Family office direct investment activity is one of the most consequential capital flows in private markets and one of the hardest to track.
Dakota Marketplace solves that by sourcing, verifying, and standardizing transaction data across thousands of family offices globally, so fund managers can see where conviction is actually moving.
In June 2026, Dakota tracked 73 direct investments worldwide totaling $19.97B in disclosed transaction value. Bezos Expeditions, the family office of Jeff Bezos, claimed four of the top 10 spots by value, reflecting the firm's unusually active month across AI and robotics.
The list below ranks the month's most significant transactions by deal size, sourced from Dakota Marketplace's family office investment data.
Top 10 Family Office Direct Investments
1. Bezos Expeditions | $12B | Software
Bezos Expeditions, the family office of Jeff Bezos, participated in Prometheus' $12B Series B round, valuing the AI startup at approximately $41B. Prometheus is building AI models for physical tasks including engineering, manufacturing, and drug design, with Bezos serving as co-CEO alongside Vik Bajaj, a Stanford professor and former Alphabet Verily co-founder.
2. Security Trading Oy | $1.60B | Metals & Mining
Security Trading, the investment company of Finnish businessman Antti Herlin, participated in Stegra's €1.4B financing round led by a Wallenberg Investments-led consortium. Stegra is a green steel company ramping up construction of a hydrogen-powered steel plant in Boden, Sweden, backed by a broad coalition of European institutional and family investors including Altor, Temasek, and AMF.
3. Claridge, Inc | $1.5B | Electronic Equipment, Instruments & Components
Claridge, the investment vehicle of the Bronfman family, participated in Motorola Solutions' $1.5B acquisition of D-Fend Solutions, a counter-drone technology company with deployments across more than 30 countries. D-Fend's non-kinetic RF cyber-takeover technology safely redirects rogue drones and has seen annual revenue growth of over 50% in each of the last three years.
4. Dara Holdings | $550M | Health Care Providers & Services
Dara Holdings, the investment firm of Lubna Olayan, joined a €480M Series G round for Alan, a French health insurer building what it calls prevention insurance, valuing the company at €5.5B. Alan combines health coverage, care navigation, and AI-powered health assistance in a single platform, serving more than 1.1 million members across France, Spain, Belgium, and Canada.
5. Bezos Expeditions | $500M | Software
Bezos Expeditions, the family office of Jeff Bezos, provided roughly $100M of Flourish's $500M funding round, which valued the neuro-AI startup at $2.5B. Flourish is developing AI models inspired by the human brain that require significantly less power than large language models, with the goal of reducing energy consumption by more than an order of magnitude compared to standard GPU processing.
Dakota Marketplace tracks direct investment activity from family offices across every sector in this list, with deal-level detail on stage, round size, co-investors, and portfolio companies. If you're raising capital and want to know which family offices are already investing in your sector, see it here.
6. Ford Estates, LLC | $465M | Independent Power and Renewable Electricity Producers
Ford Estates, the family investment vehicle of Ford Motor Company Executive Chairman Bill Ford, and Capricorn Investment Group joined Helion's $465M Series G round, which values the fusion energy company at $15.5B and brings total capital raised to $1.5B. Helion is building its first commercial fusion power plant, Orion, currently under construction in Malaga, Washington, with a goal of delivering clean electricity from fusion this decade.
7. Darco Capital | $435M | Biotechnology
Darco Capital, the family office of David Adelman, participated in NewLimit's $435M Series C round led by Founders Fund. NewLimit is developing AI-driven cell reprogramming therapies designed to reverse cellular aging, with a prototype medicine that reverses cellular age in old human liver cells and plans to initiate its first human trials in late 2027.
8. Bezos Expeditions | $400M | Machinery
Bezos Expeditions, the family office of Jeff Bezos, participated in Generalist's $400M funding round led by Radical Ventures, which brings the robotics AI company's total raised to more than $500M. Generalist is building foundation models for physical AI, with its GEN-1 model demonstrating 99% reliability across dexterous tasks and execution speeds up to three times faster than prior state of the art.
9. Hillspire | $320M | Software
Hillspire, the family office of Eric Schmidt, and Bezos Expeditions, the family office of Jeff Bezos, joined General Intuition's $320M Series A led by Khosla Ventures, valuing the spatial-AI startup at $2.3B. General Intuition is training large action foundation models on gameplay data from 17 million monthly active users, building AI systems designed to understand sequences of decisions, movement, and outcomes in dynamic environments.
10. Bezos Expeditions | $320M | Software
Bezos Expeditions, the family office of Jeff Bezos, joined Hillspire in General Intuition's $320M Series A led by Khosla Ventures, valuing the spatial-AI startup at $2.3B. General Intuition is training large action foundation models on gameplay data from 17 million monthly active users, building AI systems designed to understand sequences of decisions, movement, and outcomes in dynamic environments.
Turn Family Office Transaction Data Into Your Prospect List
Family office direct investments happen largely outside public view. There is no mandatory disclosure, no regulatory filing, no database built by a government body. What family offices do with their capital has historically been invisible to the fund managers trying to reach them.
Dakota Marketplace's family office investment data changes that.
Every record reflects an actual transaction that closed, not a survey response about investment intentions. What family offices do with their capital is more reliable than what they say about it, and Dakota tracks the former. The database is continuously updated as new transactions are identified and verified by Dakota's research team, so your market view always reflects current activity. Filter by sector, stage, deal size, geography, or co-investor to identify the family offices already deploying capital in your strategy.
The families writing direct checks in your sector today are the fund commitments you should be sourcing for next quarter. Talk to an expert here.
