Investment Firm SwanCap Selects Canoe Intelligence to Scale Alternative Investments Documents, Data Processes

Canoe Intelligence, the financial technology company powering alternative investment intelligence, announces a new client engagement with Munich-based SwanCap Partners GmbH, an independent investment boutique managing over €4 billion in AuM.

SwanCap is leveraging Canoe “to automate and manage its document collection and data management processes, specifically for its capital calls, distributions, and account statements.”

SwanCap has implemented two of Canoe’s solutions for alternative investments:

  • Canoe Connect: To automatically collect alternative investment documents from portals and email inboxes using API connectivity and deliver the aggregated documents to Canoe Intelligence (described below).
  • Canoe Intelligence: To categorize, extract, and validate relevant private market investment data, to ultimately deliver clean, actionable insights to clients’ downstream systems.

Canoe’s technology will “be instrumental in the transformation of SwanCap’s operational processes.”

Canoe’s seamless integration with SwanCap’s downstream systems “will also ensure the right data is delivered to the right places and in a timely manner, eliminating additional manual steps in SwanCap’s workflow.”

SwanCap is the latest addition “to Canoe’s growing roster of European clients. Today, the firm works with over 200 family offices and institutional investors in North America, Europe, and Asia.”

This news follows the announcement of Canoe’s continued expansion “in Europe with the recent opening of its London office following a record 2022 and Series B funding round led by F-Prime Capital with participation from Eight Roads.”

Toby Bailey, Vice President of Sales, EMEA at Canoe Intelligence, said:

“We are thrilled to welcome SwanCap on board as another prominent European client. At Canoe, we are proud that our technology is helping them scale their operational processes, reinforce their competitiveness and serve their clients more effectively. Since 2021, we’ve seen continued growth and have been onboarding new clients, including innovative investment managers like SwanCap, to streamline vital alternatives document and data workflows, which clearly demonstrates strong demand for our technology as we aim to further expand across Europe.”

As noted in the update, Canoe Intelligence claims that it “redefines alternative investment data processes for hundreds of leading institutional investors, capital allocators, asset servicing firms, and wealth managers.”

By combining industry expertise with the most sophisticated data capture technologies, Canoe’s technology automates “the highly-frustrating, time-consuming, and costly manual workflows related to alternative investment document and data management, extraction, and delivery.”

With Canoe, clients can “refocus capital and human resources on business performance and growth, increase efficiency, and gain deeper access to their data.”

Canoe’s AI-driven platform was “developed in 2013 for Portage Partners LLC, a private investment firm.”


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