Alts automation that actually scales.
AI-first automation for the back, middle, and front-office.
Why do wealth managers choose Canoe?
With deep roots in the wealth space going back to 2013, Canoe today serves over 200 clients directly, while serving thousands of wealth managers through other relationships.
Our client operations team handles subscription documents for new LP positions for clients. They have incorporated Canoe into their regular process for adding new LPs.
Canoe enabled a 50% increase in the number of client investment positions without any additional human capital within the first 7 months of implementation.
Since implementing Canoe, we were able to produce all of our clients’ investment reports with improved accuracy and in a shorter time period than we had been able to over the previous five years with our outsourced solution.
As a company that provides white-glove service to our investors, we’d be juggling growing the business and providing our investors with new and amazing alternative investments. With Canoe, we do not have to choose. Utilizing Canoe has automated the back office workflow and enabled us to move full steam ahead with our plans for growth.
AI purpose-built for markets, not for marketing.
While others race to add chatbots and basic automation, Canoe’s industrial approach to machine learning enriches every part of our product DNA. We also have taken extensive measures to ensure our approach to AI enhances—never compromise—security and precision. Canoe is uniquely qualified to build the robust AI foundation that the alternative investments industry demands. Canoe is enterprise-grade AI, tailor-made for wealth managers and family offices.
Unrivaled expertise & scale
Processing over 1 million documents monthly delivers insight into alts nobody else can match. We’ve seen every document variation and extraction challenge—and solved it.
Automation through tech, not humans
This is genuine automation, not services disguised as tech. While others rely on humans who clock out at 5PM, our technology works 24/7/365. For true scale, choose tech.
Data transparency & control
Our industry-leading mapping model eliminates the black box problem plaguing alternatives data. Dial in your preferences and avoid headaches downstream.
Backed by the industry leaders we serve
Our investors put their money where their data is.
Unlock the full potential of your alts data.
With 500+ connected portals, we’ve slashed document retrieval time by 94%. Spend less time chasing data and more time acting on it.
With our robust database of 45K+ funds, you can extract deeper, more comprehensive intel quicker. Illuminate the data buried in your current holdings to eliminate overlooked opportunities.
Get your data your way, within minutes, any time of day or night. Canoe’s system-agnostic approach means we can adapt to your existing systems, not the other way around.
Perks of joining the largest data community in alts
Neighborhood watch
Our network creates a protective ecosystem that looks out for you. When one client receives a document others should have, our system anonymously alerts affected users—often identifying missing documents before you realize there’s an issue. This collaborative approach ensures you’re never operating alone.
Well-worn pathways to downstream systems
Skip custom integration headaches—we’ve likely built your connection already. Whether you use Addepar, Black Diamond, SEI Archway, Tamarac/Envestnet, Eshares, Backstop, Orion or dozens of others, Canoe delivers clean data through established pathways. Our system-agnostic approach ensures seamless delivery wherever you need it.
Shared intelligence that compounds daily
As most people are realizing, traditional AI is only as good as its training data. With documents processed across 550k GP commitments, Canoe’s models benefit from unrivaled depth. This training set volume creates a compounding advantage that continuously improves extraction accuracy, processing speed, and pattern recognition—delivering intelligence that grows smarter with every document.
More than pretty dashboards. Build an alts data foundation that scales.
Frequently Asked Questions
Canoe implements industry-leading security protocols at every level. We follow the NIST Cybersecurity Framework, maintain SOC 2 Type II certification, and participate in the Blackstone Portfolio Cyber Security Program. Our security infrastructure includes end-to-end encryption, private hosting of all AI models, and comprehensive access controls designed specifically for the sensitive nature of investment data.
While some providers claim “out-of-the-box” implementation, we maintain that true value-additive solutions require a more bespoke approach. That’s why our white-glove onboarding includes dedicated specialists who configure our platform to your specific needs, ensuring seamless integration with existing workflows. Canoe’s curated approach delivers faster time-to-value and significantly higher long-term client satisfaction rates.
Canoe’s automation immediately extends your team’s capabilities by eliminating manual document collection and data entry. Most clients achieve significant efficiency gains with their existing staff using our platform alone. For those seeking additional support—whether for specific tasks during busy periods, or even comprehensive outsourcing—we can match you with our network of certified Canoe Pro partners who will seamlessly complement your operations. This tiered approach ensures you maintain complete control while scaling your alternatives program in whatever way best suits your organization’s needs.
Canoe processes the full spectrum of alternative investment documents, including capital calls, distributions, financial statements, K-1s, portfolio company information, performance estimates, and subscription agreements. Our platform handles documents across private equity, hedge funds, real estate, private debt, and other alternative asset classes, delivering comprehensive coverage regardless of investment mix.