Make smarter investment decisions with Canoe Asset Data
Automated asset-level data extraction, standardization and delivery so you can make investment decisions with more clarity and confidence.
Asset-level insights directly from your GPs
Manage your portfolio more holistically
Obtain the missing link in your portfolio exposure and risk analysis with comprehensive summaries for each asset-level investment across all of your private investment funds.
Achieve operational excellence
Access static and transactional attributes for a nuanced understanding of operational metrics, ensuring operational excellence while building scalable and stable processes.
Optimize your investment strategies
Navigate investment-specific allocations at the asset level with clarity and precision, ultimately allowing you to optimize investment strategies and decisions for improved returns.
Asset Data, Explained
Canoe Asset Data builds on Canoe’s track-record of alts data accuracy, completion, and timeliness by empowering investors with more transparency and precision at the asset-level.
By extracting, standardizing, and delivering asset-level data sourced directly from their GPs, investors can make operational and investment decisions with more clarity and confidence.
Want to see how it works? Click the button below to access our on-demand Asset Data webinar featuring one of our design partners, Prime Buccholz.
Asset Data Client Spotlight: Ohana Advisors
Ohana Advisors is the trusted advisor to 16 ultra-high-net-worth families, navigating the intricate landscape of investment opportunities and financial planning with precision and care. With leadership from John Schneider, Managing Partner & COO, Ohana’s 11 employees offer tailored services designed to meet the ambitious personal and financial goals of its sophisticated clients.
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THE OPTIMIZED WORKFLOW
How does Canoe Asset Data work?
Canoe Asset Data delves deeper into the underlying holdings of alternative investments, leveraging the same robust document collection, tracking, and organization process that has fueled the industry adoption of Canoe Intelligence.
$5T+
AUA across clients
37K+
funds covered
75M+
data points extracted
15M+
documents processed
Asset Data Frequently Asked Questions
Asset Data: Canoe Asset Data delves deeper into the underlying holdings of alternative investments, leveraging the same robust document collection, tracking, and organization process that has fueled the industry adoption of Canoe Intelligence. To learn more about the launch of Asset Data, click here to see our press release.
Download our Asset Data brochure to take a deeper dive into how it can provide you unparalleled insights into your alts data.
Currently, our SLA time for data delivery is 2 days for transaction attribution, while the SLA time for data delivery is 5 days for holdings summaries and operating metrics.
Currently, there are 5 document types that are supported:
- Capital call and distribution notices
- Quarterly letters
- Update reports
- Supplementary schedules
- Financial statements
Document agnostic: Flexible data extraction from diverse document types.
Streamlined process oversight: Transparent management of document processing progress from start to finish.
Shared intelligence: Data efficiency through collective insights from extensive fund coverage.
Timely SLAs: Swift delivery with industry-leading service level agreements
White glove experience: Personalized, precise data validation service.
Asset matching and resolution: Ensure accuracy in entity tracking, naming, and data resolution.
Gain unrivaled transparency into your alts
Reliably extract and deliver detailed information across your individual assets or holdings, ensuring scalability, precision, and faster decision-making ability.