Get up and running in 14 days or less. Contact Us for pricing details.

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
  • K-1's
  • Subscription Documents
  • Performance Emails
  • Fact Sheets
  • Investor Letters
  • Investment Memos

Streamlined Data Extraction Engine

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.

We work with any firm or individual collecting and processing documents, including:

 

Single Family Offices

Multi Family Offices

UHNW Individuals

Endowments

Foundations

Pensions

Service Providers

Investment Consultants

Wealth Managers

RIAs

Administrators

Accounting Firms

Private Banks

Financial Institutions