Canoe Intelligence
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Canoe Intelligence automates the document collection, data extraction, and data delivery workflows for investors with exposures to alternative investments. With Canoe, you can automatically collect, track, and organize your post-investment documents matched with the capability to extract, validate, and deliver high quality data to any cashflow workstream or downstream system.
Canoe Asset Data is an advanced solution designed to automate the extraction, standardization, and delivery of asset-level data from General Partner (GP) documents. By providing comprehensive insights into individual holdings within alternative investment portfolios, it empowers investors to make informed decisions with greater clarity and confidence.
Canoe Pro is an advanced solution that combines Canoe Intelligence's leading alternative investment technology with specialized support from certified partners. This integration offers a comprehensive, white-glove approach to managing alternative investment data, enabling clients to streamline operations, expedite onboarding, and achieve rapid returns on investment. By leveraging the expertise of seasoned professionals, Canoe Pro ensures end-to-end workflow support, from offline data retrieval to issue resolution, transforming how firms handle alternative investment data.
Canoe Connect is an advanced document collection solution designed to automate the retrieval of investment documents from General Partner (GP) portals and email inboxes. By leveraging APIs and robotic process automation (RPA), it securely and efficiently gathers PDFs, spreadsheets, and other essential files, eliminating the need for manual intervention. Real-time monitoring dashboards provide users with comprehensive visibility into collected documents and outstanding items, enabling proactive identification of missing or delayed documents before they impact reporting processes. This automation allows investment professionals to focus on strategic decision-making rather than administrative tasks.
Canoe Tax is an advanced automation solution designed to streamline the management of tax documents for alternative investment professionals. By automating the collection, categorization, and extraction of data from various tax forms—including Forms 1099, 8621, ADV, and both state and federal K-1s and K-3s—Canoe Tax significantly reduces manual effort, enhances data accuracy, and accelerates tax-related workflows. This integration allows users to focus more on strategic decision-making rather than administrative tasks.
Canoe Intelligence is a cutting-edge technology platform designed to revolutionize the management of alternative investment data. By automating the collection, categorization, and extraction of critical data from over 500 general partner (GP) and administrator portals, Canoe enables investors to transform fragmented information into comprehensive insights. Leveraging a collective intelligence derived from more than 42,000 funds, the platform ensures unparalleled accuracy and depth, setting new standards in document processing and data extraction.
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What is Canoe Intelligence?
Canoe Intelligence is a financial technology company that specializes in automating data extraction and document management for the alternative investment industry. Utilizing cutting-edge machine learning and artificial intelligence, Canoe streamlines complex processes associated with document management, enabling asset managers, allocators, and service providers to convert unstructured data into accessible, structured formats. This technology enhances efficiency, reduces manual workloads, and allows clients to focus more on strategic decision-making.
