Skip to Main Content

Buyers Guide: Alternative Investment Data Automation Solutions

How to evaluate alts data management solutions that align with your firm’s specific needs.

Access the guide

What you can expect to learn from the guide

Evaluating AI that actually works for you

Discover how to evaluate whether an AI model is truly built for alternative investments—including training datasets, accuracy safeguards, and the security measures that protect your sensitive data.

Making your tech work seamlessly together

Learn the critical integration requirements for seamless data flow, from API capabilities to document collection automation and portfolio management system connectivity.

10 key critical questions to ask

Access the proven framework used by top-performing firms to vet automation providers—questions that reveal red flags, hidden costs, and implementation risks before you sign.

5 Trends Reshaping How Institutions Invest in Private Markets

"*" indicates required fields

Comments

This field is for validation purposes and should be left unchanged.

Email*

First Name*

Last Name*

Company Name*

Job Title*

What best describes your job function?*

Company Type*

Country / Region*

This field is hidden when viewing the form

UTM Campaign

This field is hidden when viewing the form

UTM Source

This field is hidden when viewing the form

UTM Content

This field is hidden when viewing the form

UTM Medium

This field is hidden when viewing the form

UTM Term

This field is hidden when viewing the form

gclid

Buyers Guide - Alts Data Management Solutions

"*" indicates required fields

Comments

This field is for validation purposes and should be left unchanged.

Email*

First Name*

Last Name*

Company Name*

Job Title*

What best describes your job function?*

Company Type*

Country / Region*

This field is hidden when viewing the form

UTM Campaign

This field is hidden when viewing the form

UTM Source

This field is hidden when viewing the form

UTM Content

This field is hidden when viewing the form

UTM Medium

This field is hidden when viewing the form

UTM Term

This field is hidden when viewing the form

gclid

AI Ebook Download

"*" indicates required fields

Instagram

This field is for validation purposes and should be left unchanged.

Email*

First Name*

Last Name*

Company Name*

Job Title*

What best describes your job function?*

Company Type*

Country / Region*

This field is hidden when viewing the form

UTM Campaign

This field is hidden when viewing the form

UTM Source

This field is hidden when viewing the form

UTM Content

This field is hidden when viewing the form

UTM Medium

This field is hidden when viewing the form

UTM Term

This field is hidden when viewing the form

gclid

Demo Request

"*" indicates required fields

URL

This field is for validation purposes and should be left unchanged.

This field is hidden when viewing the form

I am interested in

Email*

First Name*

Last Name*

Company Name*

What best describes your job function?*

Company Type*

Phone Number

Country / Region*

State*

Do you invest in alternatives?

AUM/AUA

Message

This field is hidden when viewing the form

I'd like to learn more about

Canoe Connect

Canoe Intelligence

Canoe Asset Data

Canoe Tax

Canoe Pro

Canoe Intelligence needs the contact information you provide to us to contact you about our products and services. You may unsubscribe from these communications at any time. For information on how to unsubscribe, as well as our privacy practices and commitment to protecting your privacy, check out our Privacy Policy.

This field is hidden when viewing the form

UTM Campaign

This field is hidden when viewing the form

UTM Source

This field is hidden when viewing the form

UTM Content

This field is hidden when viewing the form

UTM Medium

This field is hidden when viewing the form

UTM Term

This field is hidden when viewing the form

gclid

Become a Partner

"*" indicates required fields

Instagram

This field is for validation purposes and should be left unchanged.

First Name*

Last Name*

Email*

Job Title*

Company Name*

What best describes your job function?*

Country/Region*

Message

This field is hidden when viewing the form

UTM Campaign

This field is hidden when viewing the form

UTM Source

This field is hidden when viewing the form

UTM Content

This field is hidden when viewing the form

UTM Medium

This field is hidden when viewing the form

UTM Term

This field is hidden when viewing the form

gclid