Portal access, handled.Canoe connects directly to 3,000+ GP portals and email inboxes on your behalf, retrieving documents automatically as they become available. No logins. No password resets.
Nothing falls through the cracks.Real-time dashboards show expected versus received documents across your entire portfolio. Get proactive alerts when something is late or missing, before it becomes a problem.
Scales without adding headcount.Whether you manage 50 funds or 500, your team's document workload stays the same. Add commitments confidently, knowing the process can handle the growth.
The world’s most sophisticated investors and allocators are using Canoe to extract, standardize, and manage alternative investment data and documents.
How GCM Grosvenor Re-Imagined Their Data & Workflows
Canoe technology enabled us to take a fresh look at our downstream processes and identify opportunities for automation and efficiencies. This process re-imagination is well-aligned with our intense focus on enabling our employees, clients, and the industry at large to better leverage data when making investment decisions.
How Legacy Knight Scaled their Business with Canoe
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.
Wetherby Asset Management's Efficiency Gains Without Additional Human Capital
In the last few years, we have had consistent growth in the number of alternative positions we are tracking across our client base. Canoe has helped us manage this growth without needing to add additional human resources, keeping costs predictable and allowing us to scale.
Theresa Arroyo, Senior Manager of Financial Operations
Consider us the unseen force multiplying your investment operations team. With Canoe’s cutting-edge tech and deep industry wisdom at your disposal, your front and back office can confidently streamline alts data management, empowering you to make portfolio decisions with surgical precision.
The Canoe Partner Program cultivates a vibrant ecosystem of tech and service partners, delivering seamless integrations while eliminating workflow friction. We collaborate closely with partners to align business goals, optimize client experiences, and act as trusted consultants, advocates, and advisors.
"Family offices have a critical need for increased efficiency and automation of the otherwise manual activities associated with alternative investment data collection. We are excited to leverage Canoe’s automated workflow processes to enable our clients to receive extracts of their alternative investment data across statements, funds, and managers for electronic import into the Archway Platform.”
Paul Freeland,
Managing Director of SEI Family Office Services
“We're partnering with a leading provider in the field. From our perspective, without Canoe and the capabilities it has added to our platform, we would have less functional coverage compared to the heavyweights in the field. With this partnership, we are able to complete at the same level. We really appreciate that the innovation hasn't stopped—Canoe has the strength and the vision to innovate.”
Martin Zahner,
General Manager of Investment Solutions at Apliqo
“We have witnessed firsthand how increasingly difficult it has become for investors, family offices, and RIAs of all sizes to find and retain talent. Canoe Pro provides firms with an innovative technology platform operated by a dedicated team of data solutions experts through one contract. Our mission is to reset the industry standard for data management services, and Canoe has become an integral tool supporting our team’s efforts towards this goal."
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.
Canoe maintains bank-grade security protocols and holds leading industry certifications. Our platform encrypts all data in transit and at rest, with comprehensive access controls and audit trails. Plus, our technology can be hosted in various configurations to meet your specific security requirements. Let’s discuss how we can meet your security and compliance needs.
Implementation varies drastically depending on scope. Our implementation team has mastered rapid deployment across 350+ organizations, handling portfolios of all sizes and complexities. The process is highly hands off for clients, with our shared intelligence ensuring you benefit from day one.
5 Trends Reshaping How Institutions Invest in Private Markets
