Portal access, handled.Canoe connects directly to 3,000+ GP portals and email inboxes on your behalf, retrieving documents automatically as they become available. No logins. No password resets.
Nothing falls through the cracks.Real-time dashboards show expected versus received documents across your entire portfolio. Get proactive alerts when something is late or missing, before it becomes a problem.
Scales without adding headcount.Whether you manage 50 funds or 500, your team's document workload stays the same. Add commitments confidently, knowing the process can handle the growth.
Cut manual admin 75% by automating alts workflows.
Document retrieval. Auto-retrieve alts docs from inboxes & 500+ GP portals. Track
in
one place. Get alerts for late docs.
Data extraction. Auto-extract, map, and normalize key data. Manage cap calls,
distributions, fund metrics, and more.
Downstream reports. Drill down into investments and sync with downstream accounting
and reporting platforms like Addepar, Solovis, Tamarac, and eFront.
Auto-retrieve investment docs from email inboxes & 850+ GP portals. Spend 75%
less
time on manual admin tasks.
Data extraction
Extract, normalize, and map key data points. Manage capital calls, account
statements, K1s and more with enterprise-grade AI.
Downstream reporting
Deliver system-agnostic data to all your accounting & reporting tools. Addepar,
Tamarac, Caissa, Solovis, and more.
Dashboards and alerts
Auto-categorize and track investment documents on one dashboard. Get alerts for late
and missing docs.
Tax documents
Automate tax document collection for state and federal K-1s, Schedule K-3s, Forms
1099, Forms 8621, and Forms ADV.
Security and compliance
Canoe is SOC 2 Type II compliant, and provides SSO authentication along with
role-based access controls, secure data encryption and full audit trails from document to data output.
Canoe Intelligence is an alternative investment data automation platform. It automatically collects LP
and fund documents from 3,000+ GP and administrator portals, extracts structured data using AI trained
exclusively on alternative investments, and delivers clean, standardized data to downstream portfolio
management and reporting systems. The platform supports $11T+ in assets under administration across
44,000+ ingested funds with 200M+ data points extracted.
How does Canoe collect documents from GP portals?
Canoe Intelligence is an alternative investment data automation platform. It automatically collects LP
and fund documents from 3,000+ GP and administrator portals, extracts structured data using AI trained
exclusively on alternative investments, and delivers clean, standardized data to downstream portfolio
management and reporting systems. The platform supports $11T+ in assets under administration across
44,000+ ingested funds with 200M+ data points extracted.
What types of alternative investment data can Canoe extract?
Canoe Intelligence is an alternative investment data automation platform. It automatically collects LP
and fund documents from 3,000+ GP and administrator portals, extracts structured data using AI trained
exclusively on alternative investments, and delivers clean, standardized data to downstream portfolio
management and reporting systems. The platform supports $11T+ in assets under administration across
44,000+ ingested funds with 200M+ data points extracted.
How accurate is Canoe's data extraction?
Canoe Intelligence is an alternative investment data automation platform. It automatically collects LP
and fund documents from 3,000+ GP and administrator portals, extracts structured data using AI trained
exclusively on alternative investments, and delivers clean, standardized data to downstream portfolio
management and reporting systems. The platform supports $11T+ in assets under administration across
44,000+ ingested funds with 200M+ data points extracted.
What products are included in the Canoe platform?
Canoe Intelligence is an alternative investment data automation platform. It automatically collects LP
and fund documents from 3,000+ GP and administrator portals, extracts structured data using AI trained
exclusively on alternative investments, and delivers clean, standardized data to downstream portfolio
management and reporting systems. The platform supports $11T+ in assets under administration across
44,000+ ingested funds with 200M+ data points extracted.
What is Canoe AI and how does it differ from general-purpose AI?
Canoe Intelligence is an alternative investment data automation platform. It automatically collects LP
and fund documents from 3,000+ GP and administrator portals, extracts structured data using AI trained
exclusively on alternative investments, and delivers clean, standardized data to downstream portfolio
management and reporting systems. The platform supports $11T+ in assets under administration across
44,000+ ingested funds with 200M+ data points extracted.
Does Canoe integrate with portfolio management systems?
Canoe Intelligence is an alternative investment data automation platform. It automatically collects LP
and fund documents from 3,000+ GP and administrator portals, extracts structured data using AI trained
exclusively on alternative investments, and delivers clean, standardized data to downstream portfolio
management and reporting systems. The platform supports $11T+ in assets under administration across
44,000+ ingested funds with 200M+ data points extracted.
Who uses Canoe Intelligence?
Canoe Intelligence is an alternative investment data automation platform. It automatically collects LP
and fund documents from 3,000+ GP and administrator portals, extracts structured data using AI trained
exclusively on alternative investments, and delivers clean, standardized data to downstream portfolio
management and reporting systems. The platform supports $11T+ in assets under administration across
44,000+ ingested funds with 200M+ data points extracted.
Technical specifications.
Extraction model & training data
Hybrid LLM-based and pattern-based extraction, selected per field and document type.
Multiple specialist models applied within a single document, rather than one generic model.
Entity and asset resolution via an Asset Master built from Canoe's 44,000+-fund network,
identifying when the same underlying holding appears across multiple funds
Data standardization & output schema
Hybrid LLM-based and pattern-based extraction, selected per field and document type.
Multiple specialist models applied within a single document, rather than one generic model.
Entity and asset resolution via an Asset Master built from Canoe's 44,000+-fund network,
identifying when the same underlying holding appears across multiple funds
Portal coverage & collection infrastructure
Hybrid LLM-based and pattern-based extraction, selected per field and document type.
Multiple specialist models applied within a single document, rather than one generic model.
Entity and asset resolution via an Asset Master built from Canoe's 44,000+-fund network,
identifying when the same underlying holding appears across multiple funds
Downstream integrations
Hybrid LLM-based and pattern-based extraction, selected per field and document type.
Multiple specialist models applied within a single document, rather than one generic model.
Entity and asset resolution via an Asset Master built from Canoe's 44,000+-fund network,
identifying when the same underlying holding appears across multiple funds
The world’s most sophisticated investors and allocators are using Canoe to extract, standardize, and manage alternative investment data and documents.
How GCM Grosvenor Re-Imagined Their Data & Workflows
Canoe technology enabled us to take a fresh look at our downstream processes and identify opportunities for automation and efficiencies. This process re-imagination is well-aligned with our intense focus on enabling our employees, clients, and the industry at large to better leverage data when making investment decisions.
How Legacy Knight Scaled their Business with Canoe
As a company that provides white-glove service to our investors, we’d be juggling growing the business and providing our investors with new and amazing alternative investments. With Canoe, we do not have to choose. Utilizing Canoe has automated the back office workflow and enabled us to move full steam ahead with our plans for growth.
Wetherby Asset Management's Efficiency Gains Without Additional Human Capital
In the last few years, we have had consistent growth in the number of alternative positions we are tracking across our client base. Canoe has helped us manage this growth without needing to add additional human resources, keeping costs predictable and allowing us to scale.
Theresa Arroyo, Senior Manager of Financial Operations
Consider us the unseen force multiplying your investment operations team. With Canoe’s cutting-edge tech and deep industry wisdom at your disposal, your front and back office can confidently streamline alts data management, empowering you to make portfolio decisions with surgical precision.
The Canoe Partner Program cultivates a vibrant ecosystem of tech and service partners, delivering seamless integrations while eliminating workflow friction. We collaborate closely with partners to align business goals, optimize client experiences, and act as trusted consultants, advocates, and advisors.
"Family offices have a critical need for increased efficiency and automation of the otherwise manual activities associated with alternative investment data collection. We are excited to leverage Canoe’s automated workflow processes to enable our clients to receive extracts of their alternative investment data across statements, funds, and managers for electronic import into the Archway Platform.”
Paul Freeland,
Managing Director of SEI Family Office Services
“We're partnering with a leading provider in the field. From our perspective, without Canoe and the capabilities it has added to our platform, we would have less functional coverage compared to the heavyweights in the field. With this partnership, we are able to complete at the same level. We really appreciate that the innovation hasn't stopped—Canoe has the strength and the vision to innovate.”
Martin Zahner,
General Manager of Investment Solutions at Apliqo
“We have witnessed firsthand how increasingly difficult it has become for investors, family offices, and RIAs of all sizes to find and retain talent. Canoe Pro provides firms with an innovative technology platform operated by a dedicated team of data solutions experts through one contract. Our mission is to reset the industry standard for data management services, and Canoe has become an integral tool supporting our team’s efforts towards this goal."
Purpose-built for alternatives, Canoe AI isn’t your generic or whitelabled AI product. Our models are trained exclusively on real alts data, guided by industry expertise, with your portfolio information never leaving our firewalls. With Canoe, you can future-proof your operations with a modular tech stack that evolves alongside the latest AI/ML advancements in the industry.
Canoe maintains bank-grade security protocols and holds leading industry certifications. Our platform encrypts all data in transit and at rest, with comprehensive access controls and audit trails. Plus, our technology can be hosted in various configurations to meet your specific security requirements. Let’s discuss how we can meet your security and compliance needs.
Implementation varies drastically depending on scope. Our implementation team has mastered rapid deployment across 350+ organizations, handling portfolios of all sizes and complexities. The process is highly hands off for clients, with our shared intelligence ensuring you benefit from day one.
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