Solutions

Focus on investment judgment, not document processing

Focus on investment judgment, not document processing

Strengthen investment conviction with AI-native intelligence that handles data groundwork, delivers complete and organized inputs, and supports defensible recommendations

When deal execution bottlenecks cost you opportunities

Competitive real estate markets demand fast, defensible decisions. But teams face the reality of institutional workflows:

  • Gathering comps for underwriting: slow, manual, prone to error
  • Building financial models: days of work under pressure
  • Preparing decision materials: ensuring every assumption is traceable
  • Institutional knowledge lost with every team change

The bottleneck is the manual work between opportunity and decision. While your team assembles data, competitors move ahead.

This isn't a capacity problem. It's an expertise problem.

Your team shouldn't spend time on data assembly when they could be evaluating opportunities, strengthening decisions, and creating portfolio value.

From deal documents to investment decisions

GoCanopy eliminates deal groundwork so investment teams focus on what matters: evaluating opportunities, strengthening conviction, and delivering defensible recommendations. AI handles the data groundwork, from comp surfacing through due diligence preparation to decision materials. It turns scattered data into institutional knowledge that compounds with every opportunity.

Value across the investment workflow

Upload broker packages, offering memorandums, or financial statements. AI extracts assumptions, surfaces relevant precedents from your deal history, and structures information for analysis. Teams save 70% of time on data prep and reinvest it in deeper analysis, with every assumption linked to source.


Every number is traceable to its original document. Every comparable is sourced from institutional memory. Every assumption is defensible under scrutiny. Teams prepare investment recommendations, from interim updates to final decision materials, backed by complete intelligence rather than fragmented spreadsheets. Whether they proceed or pass, every decision is grounded in traceable analysis.


Senior analysts leave. Associates move to new roles. But deal expertise persists. Comparable analyses, market assumptions, and investment precedents remain searchable and accessible. New team members access institutional knowledge from day one, not month three.

Works with your existing flow

Augments Excel models and underwriting processes your team already uses

No overhaul required.
AI integrates seamlessly with existing workflows

Complete data privacy:
your deal materials remain within your firm's environment

Enterprise-grade security:
data isolation, access controls, encryption at rest and in transit

Built for
institutional standards from day one

Results from institutional teams

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From data extraction to
strategic analysis

71.2%
Investment teams reinvest over 70% of their time in market analysis and deal structuring instead of data extraction.

Institutional knowledge
across portfolio types

Now used across logistics, hotel, and multi-asset teams. Precedents from one asset class inform decisions across the portfolio.

Stronger conviction in
competitive decisions

"GoCanopy delivers instant, consultant-grade analysis with verifiable sources that hold up under IC scrutiny."
Ben Segelman
European Head of Logistics and Data Centre Real Estate | Brookfield

Built for
how investment teams work

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Empower your team with defensible, connected intelligence

See how investment teams free time for strategic thinking, strengthen conviction through traceable analysis, and deliver decisions that stand up to scrutiny

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