Alts tech built for RIAs
Automate your alts document and data management workflows with Canoe.
Why leading RIAs 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 RIAs
Incubated within a wealth management firm
Canoe was founded in 2013 within a 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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Trusted by the world's largest and most sophisticated investors
With over 300 investors 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.
An extension of your investment operations team
The investment operations team is to ensure that they are making the best decisions possible for the 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.
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How Canoe works for RIAs
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: Our simple, straightforward onboarding and implementation process requires limited resources for our clients thanks to our robust fund master, ultimately giving our clients a faster time-t0-value.
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.
Partners & Integrations: We have a system-agnostic approach which allows us to maintain a healthy partnerships and integrations ecosystem, which includes our robust API and Snowflake integration.
You can see our robust partnerships and integrations by clicking here.
$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 RIAs manage their alts data at scale.