85%
less time spent
on manual admin
Transformed how we operate. Automates doc collection and organization. Connects documents to the right workflows & people.
Canoe Asset Data
See exactly what's inside every fund you own.
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Holdings extracted from your actual documents. Canoe pulls asset-level data directly from your GP reports, including ownership percentages, operating metrics, and investor-specific transactions. Your data, not third-party estimates.
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Full portfolio visibility, finally. View every underlying holding across all your private funds in one structured, centralized place. Identify cross-fund concentrations and exposure risks before your next board meeting.
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Analysis-ready, every day. Clean, enriched data delivered via API or flat file to your reporting and analytics systems. No manual prep, no reformatting required.
Join 500+ investors & advisors streamlining alts management.
90%
of data processes
automated
We anticipate eliminating reporting errors, improving our time to analytics, and enabling us to service a greater number of clients.
50%
faster document
collection
We’ve dramatically reduced operational inefficiencies and empowered our team with more time to support our Partner Advisors.
Attain asset-level clarity.
Leveraging the same robust document management processes that fueled Canoe’s widespread industry adoption, Canoe Asset Data reaches deeper into your underlying holdings, extracting asset-level intelligence across GP documents.
Asset-level insights directly from your GPs.
Steer your portfolio with a 360° view
Answer exposure questions in minutes instead of days, and adhere to diversification mandates with newfound precision and confidence.
Drive operational excellence
Access a detailed map of static and transactional attributes. Understand the nuances of operational metrics with confidence, building scalable, stable processes.
Optimize your investment strategies
Understand your GPs with deeper insight, and fine-tune your strategies to guide your way towards improved returns.
Asset Data: The compass for smarter decisions.
Canoe Asset Data builds on our proven track record of pinpoint accuracy and timeliness in alts data. Forged in collaboration with industry leaders, this solution was shaped by the very minds that use it daily.
Our 2024 design partnerships with key stakeholders ensured that Asset Data addresses the real-world needs of alternative investment professionals.
By extracting, standardizing, and delivering asset-level intelligence direct from GPs, we equip you to navigate operational and investment decisions with unwavering confidence.
Ready to explore? Check out our on-demand Asset Data webinar, featuring insights from our design partner, Prime Buchholz.
Asset Data: Where client insight meets Canoe innovation.
Trusted by thousands of alternative investors, allocators, wealth managers, and asset servicers.
The first time we saw a spreadsheet featuring our specific funds with the asset data in it—that was probably the ‘aha moment’ for us. And, certainly for the analyst who was doing that work, he now has so much more time.
John Schneider, Managing Partner & COO at Ohana Advisors
See beyond the fund. Uncover your true portfolio.
Gain unprecedented insight into the individual holdings shaping your alts strategy.
Frequently Asked Questions
Canoe Asset Data delivers comprehensive portfolio company insights—from basic financials to detailed operating metrics and transaction attribution. Our technology captures sector exposures, geographic breakdowns, and performance metrics at both the fund and portfolio company level.
Currently, our SLA time for data delivery is 2 days for transaction attribution, while the SLA time for data delivery is 5 days for holdings summaries and operating metrics.
Absolutely. Canoe automatically identifies and aggregates exposure across holdings, giving you a complete view of your look-through position in any portfolio company—even when it’s held by multiple managers.
