AI that speaks alternatives.
Zero compromises on data security. Zero tolerance for accuracy trade-offs.
Our AI has learned from 44k+ funds (and counting…)
An AI model is only as good as its training data. With the largest fund master the alts space, Canoe is uniquely positioned to train AI models to produce highly relevant outcomes for alts—and to continue to set the pace on accuracy—thanks to the continuous stream of relevant documents.
fund master database
private commitments across our client base
documents processed monthly
Award-winning AI models.
Don’t just take our word for it. We’ve won 10+ industry awards for our use of machine learning and artificial intelligence.
Purpose-built for markets, not for marketing.
While others race to add chatbots and basic automation, Canoe’s industrial approach to machine learning enriches every part of our product DNA. Canoe is uniquely qualified to build the robust AI foundation that the alternative investments industry demands. The outcome is purpose-built models that can handle the nuances of alts data with unparalleled accuracy.
SECURITY-FIRST
All processing happens within our secure environment—client data never leaves our walls.
DOMAIN MASTERY
Canoe’s AI is tailor-made for alternative investments, trained on millions of real documents.
COMPOUNDING RESULTS
Each day, new documents are making Canoe smarter for the benefit of all clients.
Not all AI is created equal…
Before onboarding any AI tool, investment offices should fully understand how a provider deploys AI models, and what their approach means for data governance & business outcomes. While some AI-enabled services train public models to recognize investment documents, Canoe custom-develops specialized models with the singular purpose of understanding the intricacies of our industry.
GENERIC MODELS |
CANOE’S AI (BESPOKE MODEL) |
| Generic training. All-purpose AI, prompted for alts use cases. | Alts-specific training. Model created with 60M+ relevant documents. |
| One-size-fits-all. Single model for everything. | Specialized intelligence. Field-specific model optimization. |
| Provider dependence. Third-party controls updates. | Model autonomy. Complete in-house autonomy guiding iteration. |
| Data exposure. Portfolio details sent to third-party providers. | 100% compliant. Your data never leaves Canoe’s firewall. |
Expert voices: Learn how Canoe is building industrial-grade AI.
PRACTICAL APPLICATION
Advancing extraction excellence.
Our novel approach to extraction ensures client workflows are powered by cutting-edge AI advancements, without ever exposing their data to the entities who build the LLMs, or any other third parties. As a result, Canoe clients achieve higher extraction scores, saved significant time on exception handling, and benefit from increased flexibility in extraction capabilities across a wide range of formats and data types.
Canoe closely monitors the latest advances in the field of LLM research, testing a diverse array of models for each unique extraction task.
Winning models are deployed fully in-house, closing off the model from any further external influence.
Models are fine-tuned using alternatives-specific datasets.
We ensure accuracy with multi-model verification and 100+ automated checks, plus HITL (Human in the Loop) verification and model retraining for low-confidence outputs.
Built smarter, no shortcuts.
Our foundational architecture makes security and compliance intrinsic to how our AI works, ensuring your sensitive alternative investment data remains protected while meeting the stringent requirements of regulated environments.
Canoe maintains complete data sovereignty—all data and models remain within our secure environment. Our AI processing occurs in isolated environments with strict access controls, comprehensive logging of all interactions, and secure model training using only authorized data with privacy-preserving techniques. We’re SOC 2 Type II certified, meeting the highest standards for security and compliance.
No. Unlike many companies claiming to offer “AI solutions” while simply reselling public models, Canoe’s LLM Extraction is built on models we’ve selected, trained, and deployed specifically for alternative investment documents. We do not use ChatGPT, Claude, or other general-purpose AI services that would expose your financial data to third parties.
We’ve engineered multiple safeguards against hallucinations and inaccuracies:
- Field-specific validation: Each extracted data point passes through up to 100 specialized validation checks designed for that specific field type
- Multi-model verification: Critical data undergoes confirmation from multiple specialized models rather than relying on a single source
- Confidence thresholds: Our system automatically flags low-confidence extractions for human review
- Bounded extraction scope: Unlike generative AI systems that create content, our models are constrained to identifying predefined targets
These protections are significantly enhanced by our fund master, the industry’s largest, with just over 44,000 constituents. Unlike general-purpose AI trained on internet data, our models are specialized experts in alternative investment documents—they understand the difference between a capital call notice and a distribution, recognize fund-specific terminology, and can interpret complex financial structures. This specialized training dramatically reduces the risk of hallucinations by giving our models genuine expertise in the very specific domain they’re analyzing.
Canoe uses generative AI specifically for classification and information extraction—not for making value judgments, investment advice, or strategic recommendations. This focused approach significantly reduces bias risk because our models must reference factual information directly from your documents rather than generating subjective analysis. We don’t use AI to assess fund performance, provide investment guidance, or make business recommendations—we simply extract the data that’s already there.
Not at all. Unlike companies that send data to third-party AI providers or use cloud-based models, Canoe hosts all LLM models entirely within our existing secure infrastructure. Your documents never leave our environment, are never used to train public models, and remain protected by the same SOC 2 Type II certified security controls that safeguard all Canoe operations.
Our approach respects confidentiality provisions in LP Agreements by processing documents solely for your benefit, maintaining data isolation, and enforcing strict authorized access controls. We process your data in secure, isolated environments that ensure compliance with partnership agreement terms.
Future proof your investment operations with purpose-built AI for alternatives.
Want to see Canoe in action or learn more about our technical approach?
