See Canoe live: How leading alts teams stopped drowning in manual data work
Canoe is hosting a series of live product tours this spring, built around the real workflows consuming your team’s time. Reserve your spot.
The Problem Hasn’t Changed. The Scale Has.
Alternatives allocations are growing. The operational infrastructure supporting them, in most cases, is not.
Teams managing 20 fund commitments could get by with spreadsheets, inbox monitoring, and manual portal logins. At 100 or 200 commitments, that approach collapses. Reports run late. Data errors compound. And the people who should be focused on analysis or client service are spending their days doing document retrieval.
Canoe was built to change that. Across 500+ clients and 44,000+ funds, our platform automates document collection across 3,000+ GP portals and email inboxes, extracts data from 2,500+ fields with 99%+ accuracy, and delivers it to whatever systems you rely on, with full transparency at every step.
Live Sessions for Your Workflows
Each product tour runs approximately 45 minutes and is tailored to the specific operational challenges of its audience, with live demonstrations and open Q&A. Find your session below.
For Wealth Managers
Inside Canoe: A Live Introduction for Wealth Managers
May 7, 2026 | 3PM GMT+1 | 10AM EST
Every new manager relationship adds another portal, another document type, another manual process pulling time away from advisors and clients. This session walks through how Canoe breaks that cycle: automated document retrieval, standardized extraction, and seamless delivery into the systems your advisors already use.
Hosted by Kelley Megale and Fred Cammerzell.
For Family Offices
Inside Canoe: A Live Introduction for Family Offices
May 14, 2026 | 3PM GMT+1 | 10AM EST
Family office portfolios have grown more complex. The tools managing them often haven’t kept pace. This session is designed for single and multi-family offices looking to streamline how they collect, extract, and manage alts data, with a focus on the transparency and control that lean teams need to operate with confidence.
Hosted by Christian Mussard and Fred Cammerzell.
For Institutional Investors
Inside Canoe: A Live Introduction for Institutional Investors
June 2, 2026 | 3PM GMT+1 | 10AM EST
For endowments, foundations, pensions, and OCIOs managing large-scale alts programs, the operational lift at quarter-end is enormous. This session covers how Canoe automates the full workflow, from document retrieval to data extraction to downstream delivery, with complete audit trails at every step. You’ll also hear from our client, HighVista Strategies, on how they transformed their alts operations with Canoe.
Hosted by Richard Bainbridge and Fred Cammerzell.
What You’ll Walk Away With
Regardless of which session you attend, you’ll leave with a clear understanding of how Canoe handles the workflows consuming your team’s time today. That includes automated document retrieval across thousands of GP portals and email inboxes, AI-powered extraction across the industry’s deepest field library, configurable data delivery into whatever systems you rely on, and real-time visibility into every step of the process. No black boxes.
These sessions are built for teams at every stage of evaluation, whether you’re early in exploring your options or actively comparing solutions.
Prefer a Private Demo?
Can’t make the live sessions? Reach out to schedule a private demo tailored to your team’s specific workflows.
