Automating alts document & data management for pensions

Achieve operational efficiency as your exposures to alternative investments increase.

Why Canoe?

Automate document and data management

Streamline your alts document collection and data extraction process while getting full transparency into your data.

Eliminate error-prone, manual workflows

Reduce the complexity of managing diverse portfolios of alternative assets by automating your processes.

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.

How does Canoe work for pensions?

Key benefits of Canoe for pensions

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 & data security

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.

Canoe ecosystem & shared intelligence
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.

TESTIMONIALS

What Our Clients are Saying

"We’ve made a concerted effort in the last two years to improve our processes through technology and automation. Canoe automates the document collection process which saves countless hours that can be used more efficiently." Manager, Investment Operations at USC Investment Office
"We’ve experienced a 20x increase in the number of funds processed by each full-time employee, with additional efficiencies expected in the future." Head of Client Account Services at Hamilton Lane
"[Canoe's API has] really made it a lot easier for us to leverage the power of Canoe but within the context of our own applications." Director, Information Systems at Prime Buchholz
"We're experiencing up to a 75% reduction in time spent on managing an even larger volume of alternative investments with the same resources compared to manual workflows leveraged prior to implementing Canoe." Director, Client Services & Operations at Align Impact

$5T+

AUA across clients

37K+

funds covered

75M+

data points extracted

15M+

documents processed

Smarter alts data management starts with Canoe

As your exposure to alternative investments increase, lean on Canoe to drive efficiency.

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