Canopy brings your practice together, delivering on the efficiency and data intelligence demanded by PE investors.
Scalability
Canopy provides the scalable foundation PE firms need to bring every client, workflow and document into one platform. No more piecing together legacy systems after every acquisition. Canopy makes it easy to add new teams, set up processes, and manage more clients.
Efficiency
Canopy eliminates manual, repetitive tasks by automating workflows, reminders, invoicing and document requests. Everyone operates from a streamlined system where information is always up to date, tasks are clearly assigned, and processes are standardized.
Data Intelligence
Canopy delivers firm-wide visibility with real-time dashboards, custom reporting, and actionable insights at every level. Get access to metrics waiting on spreadsheets or end of month reports. With Canopy you can see exactly what’s working and what’s not.
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“Canopy really encompassed everything that we were looking to have on one umbrella and one platform. For us, it brought all information into one spot. Canopy eliminated about a third of the time that we would spend chasing our tail.”
Nathan G. / Small Business
Canopy’s automated workflows transform how your firm manages client work, deadlines, and capacity.
Canopy makes it easy to deliver consistently exceptional client experiences across your portfolio, whether you choose to present a unified brand or maintain individual firm identities.
Enterprise-grade security, configurable user roles, and audit trails ensure control without compromise.
