Take Control of Your Data
Firms are inundated with data from hundreds of sponsors, all delivered disparately in unstructured formats. Canoe empowers clients to regain control and unlock an operational edge.
Canoe is designed to deliver lightning-fast, cost-effective, and accurate data. Canoe allows firms to reduce errors and latency associated with manual data entry.
Intelligent Document Management Center
Seamlessly collect, organize, and categorize investment documents
Use an intuitive dashboard to identify and filter late and missing documents
Stay on top of all your investment documents with proactive email alerts
Canoe organizes and processes:
- Capital Account Statements
- Capital Call Notices
- Distribution Notices
- Subscription Documents
- Performance Emails
- Fact Sheets
- Investor Letters
- Investment Memos
Streamlined Data Extraction Engine
Our machine-learning technology automatically extracts unstructured data from investment docs.
Ensure data accuracy with validation rules developed and vetted by experienced investors.
Feed extracted data into accounting, reporting, and other third-party platforms.
Leverage insightful exception reporting alerts to identify and reconcile erroneous data.
Simplified Investment Tracking
View verified investment activity and portfolio asset allocation
Easily understand complex ownership hierarchies
Perform foundational balance sheet analysis
Tech & Security
Data security and innovation are a part of our DNA. We build best-in-class protocols to deliver an optimal and secure experience for our clients.
AWS Cloud Hosted System
Scalable distributed computing engine
Disaster recovery for business continuity
Secure data storage and transfer
Enhanced security protocols
Robust Permission Control
Client controlled permissions
Historical activity record via audit trail
We work with any firm or individual collecting and processing documents, including:
Single Family Offices
Multi Family Offices