The complete
alts ecosystem.
Automate your alternative investment data from ingestion to insight with the industry standard platform.
Universal Collection
Canoe ingests documents via API, Email, and automates collection from GP Portals through our Agentic AI layer.
Auto-Classification
We instantly classify your documents to trigger the correct downstream workflows and validation engines.
Intelligent Extraction
Canoe AI extracts data from your documents to power your reporting, insights, and back-office operations.
Entity Resolution
Our proprietary resolution layer masters your funds and legal vehicles to simplify data mastering and reporting.
Data Validation
Automatic flags for data points and documents that have issues, using deterministic and AI rules.
Portfolio Reporting
Get deep insights into your portfolio like never before, with cashflow management and portfolio-level metrics.
Canoe AI Integration
Summaries, Insights, and Document Chat all included to stay on top of your portfolio.
"I've analyzed the Q3 distributions. Cash flow is up 12% vs prev vintage. Would you like a PDF summary?"