# Canoe Intelligence

> Canoe Intelligence is a New York-based financial technology company that uses AI and machine learning to automate the collection, extraction and management of data from alternative investment documents. Its cloud platform turns the unstructured PDFs, capital calls, statements and tax forms that flood back offices into standardized, verified data that institutional investors, capital allocators, wealth managers and asset servicers can trust. Serving more than 325 clients - including firms such as Blackstone and Hamilton Lane - Canoe processes tens of millions of documents a year and raised a $36M Series C in 2024 led by Growth Equity at Goldman Sachs Alternatives.

- **Founded:** 2013
- **Headquarters:** New York, United States
- **Founders:** Seth Brotman (Founder & President), Wei Wang (Co-Founder & CTO)
- **Team size:** ~190 employees
- **Products:** Canoe Connect, Canoe Intelligence (Data Extraction), Canoe Asset Data, Canoe Tax, Canoe Pro
- **Notable:** Raised a $36M Series C in July 2024 led by Growth Equity at Goldman Sachs Alternatives., Grew to 325+ institutional clients including Blackstone and Hamilton Lane., Processes 25M+ alternative investment documents per year.

## Products & services

- **Canoe Connect** — Automated collection of alternative investment documents from portals, inboxes and administrators.
- **Canoe Intelligence (Data Extraction)** — AI/ML engine that extracts and standardizes data from unstructured alts documents such as capital calls, statements and notices.
- **Canoe Asset Data** — Rapid asset-level intelligence pulling underlying investment and portfolio company data from documents.
- **Canoe Tax** — Streamlined tax document management and extraction, including K-1s and related filings.
- **Canoe Pro** — Expert managed-service platform administration for clients who want Canoe to run operations for them.
- **Canoe Labs** — Cross-document summaries and emerging AI features that synthesize information across a client's document set.
- **Canoe AI** — Proprietary AI models trained exclusively on alternative investments to power extraction, summarization and insight.

## Achievements

- Raised a $36M Series C in July 2024 led by Growth Equity at Goldman Sachs Alternatives.
- Grew to 325+ institutional clients including Blackstone and Hamilton Lane.
- Processes 25M+ alternative investment documents per year.
- Added roughly 150 new clients in 2024, about a 50% year-over-year increase.
- Reported 100% year-over-year growth in clients and revenue following its Series B.

## Latest updates

- **2024-07** — Closed $36M Series C led by Growth Equity at Goldman Sachs Alternatives to expand AI investment and market reach.
- **2024-12** — Published 2024 year-in-review citing ~150 new clients and continued document-volume growth.
- **2025-12** — Published 2025 year-in-review focused on AI, execution and expansion.

## Links

- Website: https://canoeintelligence.com
- LinkedIn: https://www.linkedin.com/company/canoe-intelligence/
- Twitter/X: https://twitter.com/canoeai
- Facebook: https://facebook.com/CanoeIntelligentDataSolutions/

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Profile page: https://yespress.io/canoe-intelligence
Published by YesPress — https://yespress.io
Last updated: 2026-07-22