Transform documents into decisions with Canoe.
Canoe converts unstructured alts data into actionable intelligence, empowering smarter decisions with unparalleled speed and precision.
The alts automation platform.
From document retrieval to data delivery, Canoe’s purpose-built solutions tackle the most time-consuming investment processes across alts. Our clients—spanning institutional investors, asset servicers, and wealth managers—all leverage our technology to meet their unique needs, scale operations, deepen data access, and drive sustainable growth.
Document Management
Optimize your end-to-end back office workflows, starting with Canoe’s technology-driven document management methodology.
Collect
Automate document retrieval from email inboxes and 500+ GP portals.
Track
Catch missing or late documents instantly with real-time dashboards, triggering alerts and custom workflows.
Organize
Categorize and rename PDFs as they are ingested, and store them in our cloud or upload to your own DMS via our API.
Data Management
Canoe doesn’t just manage alts data—it empowers investors to move faster and with more clarity, thanks to ML models trained by investors of all stripes, large and small.
Extract
Don’t build from scratch. Harness our proprietary shared intelligence of industry-specific knowledge to identify and normalize key data with unprecedented accuracy.
Validate
Trust your data. Hundreds of automated rules ensure reliability, while intelligently flagging areas needing expert review—dramatically reducing manual checks.
Deliver
Fuel your entire workflow. Seamlessly integrate clean, standardized data with your downstream systems via API or custom formats, empowering faster, more informed decisions across your firm.
DOCUMENTS PROCESSED ANNUALLY
transforming raw data into actionable intelligence across the alts landscape
CONNECTIONS
streamlining document collection and enhancing visibility for seamless workflows
LP POSITIONS OPTIMIZED
empowering precise decision-making and portfolio-wide insights for our diverse client base
Manual processes are anchoring you to the past. Transform alts complexity into a strategic advantage.
Frequently Asked Questions
Canoe extracts comprehensive alternative investment data—from basic financials to detailed operating metrics and transaction attribution. We capture everything from valuations and capital calls to sector exposures and geographic breakdowns at both fund and portfolio company levels. The best way to verify we’d suit your needs would be to hop on a call.
Canoe handles virtually every alternative investment document type—from capital calls to quarterly reports. We’ve processed 300M+ documents and extracted 25M+ data points across 42,000+ funds. Let us know if you’d like to see our list of documents that have been optimized for extraction.
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.