Alts tech built for family offices
Automate your alts document and data management workflows with Canoe.
Why leading family offices choose Canoe
Real time document collection and tracking
Automatically collect and track all of your post investment documents with full visibility into your account statements, transaction notices, K1's, and more.
Control your data with full transparency
Canoe isn't a black box product - you and your team maintain total control of your unique and valuable data and gain total visibility into your commitments.
Power downstream systems & workflows
Push your clean, reliable data into any downstream system or cashflow workstream with total transparency into your data.
Our breadth of experience working with family offices
Incubated within a single family office
Canoe was founded in 2013 within a single family office, Portage Partners, to alleviate some of the most common pain points around document collection and data extraction. Fast forward to today, over 75 leading family offices are leaning on Canoe to automate their post-investment document and data management.
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Raised over $25M led by F-Prime Capital
“Canoe has significantly improved the way firms manage alternative investment data. Not only has it greatly increased efficiency, but it has also improved the accuracy and completeness of alternative investment data. Canoe is ideally positioned to address the need for investment infrastructure and become an industry standard.” - David Jegen, Managing Partner at F-Prime Capital.
Trusted by the world's largest and most sophisticated family offices
With over 75 family offices leveraging Canoe, we are uniquely positioned to partner with you to solve complex problems with automation while safeguarding your data with our multi-layered data security infrastructure.
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An extension of your investment operations team
The investment operations team is to ensure that they are making the best decisions possible for the family's portfolio. With Canoe's tech and breadth of industry experience in your corner, your operations team can have the confidence to lean on Canoe to streamline their alts data management workflows.
How Canoe works for family offices
Automated document collection and centralized storage: Quickly and securely collect documents from email inboxes, portals and store all in one convenient location.
Track documents and receive alerts: Automatically track all documents from your GPs and configure alerts to action important documents immediately.
Control workflows and leverage more data: Enable full transparency and unlock data for use across the organization; including cashflows and bank detail workflows.
Augment your team's productivity: Leverage Canoe to scale your operations staff and enable higher impact tasks.
Implementation process: The onboarding process has 5 key phases to successfully implement Canoe - initiation, discovery, development, implementation, and optimization.
Data security: We have over 275 clients that trust us with their sensitive information. With that responsibility, we have implemented 8 layers of protection to ensure the safety and privacy of that data, including access controls, authentication, compliance with security standards, and more.
For more information on both implementation and data security, please click here to learn more.
Shared intelligence: When clients use Canoe to automate their alternatives data management, they are actively contributing to (and benefiting from) shared intelligence across the industry. This collective ecosystem increase time to value during onboarding, improves accuracy and quality of data, and creates valuable insights unique only to Canoe clients.
$5T+
AUA across clients
37K+
funds covered
75M+
data points extracted
15M+
documents processed
Smarter alts management starts with Canoe
See how Canoe is helping other family offices manage their alts data at scale.