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Client Referral Program

Know a firm that could run alts smarter?
Get a referral bonus.

For making the intro

A thank-you gift, instantly

Sent the moment you make the intro. No strings, no waiting on a deal to close.

If they become a client

5% of their year 1 ARR

A one-time credit applied straight to your next invoice. We track it — you don’t.

Make a Referral

How it works

1. Make the introduction

Connect us with a firm in your network that isn’t already a Canoe client. A quick email intro to your Canoe contact is all it takes.

2. Receive a thank-you gift

We send a token of appreciation the moment the intro is made — no strings attached, no outcome required.

3. Earn a referral credit

If they become a Canoe client, you receive a one-time invoice credit equal to 5% of their Year 1 ARR. We notify you automatically.

Get Started

Why clients refer us

“I’ve evaluated several products for alternatives documents and data management - Canoe is by far the best on the market.”

Tim Decliveo

Tim Decliveo

Co-Founder, CIO & Head of Technology, XO Capital

Ready to make an introduction?

Reach out to your Canoe contact or email [email protected]

Make a Referral

Buyers Guide - Alts Data Management Solutions

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