

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
From data extraction to
strategic analysis
Institutional knowledge
across portfolio types
Stronger conviction in
competitive decisions
European Head of Logistics and Data Centre Real Estate | Brookfield
Built for
how investment teams work


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

