Greycourt leverages Canoe to eliminate burden of manual alts processes
LONDON, February 24, 2026 – We are honored to welcome Greycourt & Co., Inc. to the Canoe community as a new client!
Greycourt & Co., Inc. is a premier independent investment advisory firm serving ultra-high-net-worth families, family offices and their related entities. Built on more than three decades of advising complex, taxable investors, Greycourt combines institutional‑level rigor with a highly collaborative, customized service model. Renowned for its “co-sourcing” model, the firm provides institutional-grade portfolio management and research with the personalized feel of a private family office. Greycourt focuses on comprehensive portfolio design, rigorous manager selection, and high-touch operations support to preserve and grow multi-generational wealth.
By integrating Canoe Connect and Canoe Intelligence into their technology ecosystem, Greycourt is reinforcing its commitment to operational excellence and transparency for its alternative investment clients.
Through Canoe Connect, the firm will automate the ingestion of thousands of investment documents from hundreds of GP portals, ensuring that critical capital calls, distribution notices, and quarterly statements are instantly captured and organized without manual intervention.
Simultaneously, Greycourt will leverage Canoe Intelligence to apply AI-driven extraction and validation to their private market data, transforming unstructured PDF documents into clean, structured datasets that flow seamlessly into their downstream reporting and accounting platforms. By eliminating the administrative burden of manual data entry, Greycourt’s operations team can achieve greater scale while their investment professionals gain faster access to the high-fidelity insights required to make informed, after-tax allocation decisions for their clients.
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About Canoe Intelligence
Canoe Intelligence (“Canoe”) is the platform for smarter alts management. We redefine alternative investment intelligence with AI-driven software that directly addresses the core challenges of private markets. Our technology empowers institutions, LPs, and wealth managers to future-proof their alts infrastructure, modernizing systems and providing a scalable foundation for long-term growth and compliance. By automating manual data processing with AI-native precision, Canoe helps clients reduce operational costs and risks, significantly lowering overhead and mitigating errors. Ultimately, our timely, accurate, and comprehensive data enables investment teams to drive superior investment outcomes through deeper insights and more profitable allocation strategies. With Canoe, it’s all about making Alts, smarter. Learn more at www.canoeintelligence.com.
MEDIA CONTACT:
Betsy Miller Daitch
Canoe Intelligence
+1 443-690-6200
bdaitch@canoeintelligence.com
