Canoe Intelligence
PrivateLast Round
Series C
Jul 9, 2024
Est. Valuation
$104.09M
Total Funding Raised
$72.8M
Momentum
Top 10%
of companies Caplight tracks
Company Overview
Canoe Intelligence is a financial technology company that provides an AI-driven data management software solution to optimize investment document management and automate data extraction for institutional investors, capital allocators, and wealth managers.
Sector
FinTech
Verticals
Wealth Management, Financial Data, Document Management, Data Integration, Vertical SaaS
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Canoe Intelligence Comparables
Compare Canoe Intelligence with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Chronograph | 86% | |
| 73 Strings | 86% | |
| Arch | 85% | |
Canoe Intelligence Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series C | Jul 9, 2024 | ||||
| Series B | Feb 8, 2023 | ||||
| Series A Extension | Sep 9, 2021 | ||||
| Series A | Feb 5, 2020 | ||||
| Seed | Dec 1, 2017 |
Key People
Founding team and executive leadership
Canoe Intelligence Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Composition Capital | Series B |
| Hamilton Lane | Series A, Series A Extension |
| F-Prime Capital | Series C, Series B |
| Eight Roads Ventures | Series C, Series B |
| Nasdaq Ventures | Series A |
| The Carlyle Group | Series A Extension |
| Goldman Sachs Growth Equity | Series C |
Market signals
Structured signals derived from secondary market and firmographic data.
- Apr 16, 2026
Won 'Most Innovative Use of Generative AI' award.
- Apr 16, 2026
Won an award at the PWM Wealth Tech Awards 2026.
Canoe Intelligence Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Canoe Intelligence's valuation, stock price, and market status.