Easily set up and manage SPVs
for co-investments of all sizes

Thousands of investors and syndicate leads choose Canopy to quickly set up co-investment opportunities and provide their LPs a modern investing experience.
Features

Everything you need in one platform

Manage Investor Relationships
Import your LP contacts and easily manage your network using our built-in tagging system.
Then, conveniently share relevant deals with Canopy's optimized email templates.
Full Service Adminstration
Canopy handles administrative tasks such as generation of investment documents, collection of
e-signatures, and consolidation of funds.
Prospectuses & Deal Rooms
Canopy’s digital deal room provides your LPs with a transparent investment experience across all deals.
Reporting & Dashboards
Keep track of your portfolio’s performance. On top of that, share important updates with your LPs simply through Canopy’s in-app announcements and automated emails.
Manage Investor Relationships
Import your LP contacts and easily manage your network using our built-in tagging systems. Then, conveniently share relevant deals with Canopy's optimized email templates.
Full Service Adminstration
Effortlessly close deals with Canopy’s automated task system, handling administrative tasks such as generation of investment documents, collection of e-signatures, and consolidation of funds.
Prospectuses & Deal Rooms
Accelerate deal setup with Canopy’s digital deal rooms. Our prospectus provides your LPs with a transparent investment experience across all deals.
Reporting & Dashboards
Keep track of your portfolio’s performance. On top of that, simply share important updates with your LPs through Canopy’s in-app announcements and automated emails.

Our mission

Canopy is a fintech company on a mission to democratize access to private investments. We believe early access to world-changing projects should not be limited to the ultra-wealthy.
By automating the process of private investment with a technology-first approach; we are building towards a future where investing in alternative assets is simple and streamlined for both managers and individual investors alike.
Simplify & Streamline Investments

Choose a platform that can close as fast as you move

1
Set up an opportunity
Quickly share round details and key intel with your LP network through the Canopy fundraising prospectus.
2
Gauge LP interest
Easily track the level of interest from your LPs in one dashboard and monitor your funding progress to completion.
3
LPs sign and wire
Sit back as your LPs sign and send/transfer funds. Canopy handles the administrative work of collecting e-signatures and funding from participating LPs.
4
Reporting
Analyze your portfolio’s performance from Canopy’s real time dashboards and share updates with your LPs at any time.
Canopy SPV Services

Getting started in venture capital has never been easier

Let Canopy take care of it! Our fully automated platform handles the administration for your investment vehicles, so you can focus on what matters — sourcing opportunities and building your network.
Syndicate & Co-Investments
Easily set up and manage SPVs for co-investments of all sizes
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Onboarding features
Entity formation
Option to bring in your own existing management entity
Banking
Banking services are provided by First Republic Bank, a Member FDIC, or another banking partner.
Dedicated customer success team to answer your questions
LP Services
Fully electronic LP onboarding process
In-app closing process with e-signing and 1-click funding
Live support through in-app chat
Dedicated investor portal with portfolio insights
Deal services
Shareable deal page
Legal document templates
Deal progress tracker
Auto-calculate management & carry fees
Option to customize terms for each investor
KYC/AML verifications
End-to-end SPV creation and management
Transparently manage the subscription process with LPs
Post-close services
Digital storage of investment documents
Electronic ledger to track LP commitments, contributed capital, and distributions
Ability to send in-app announcements and
email notifications to LPs
K-1 filings
Tax return preparation and filing services are provided by a third-party service provider
GAAP accounting reports
Close details
Testimonials

See what our SPV customers
have to say

“The ability to manage hundreds of LPs and multiple deals in parallel with one dashboard is extremely empowering. It beats using other platforms which are painfully manual and require customer support every step of the way.”
Dave Lu
Managing Partner at Hyphen Capital
“Canopy's CRM features enable me to manage my LP network at scale. With features like pre-populated email templates, custom tagging for LPs, and 1-click importing, coordinating my LPs has never been easier!”
Paige Doherty
Founding Partner at Behind Genius Ventures
"With Canopy, fund managers can not only increase their overall income, but also deliver better access and returns for their LPs, enhancing LP retention."
Steve Schlenker
Co-Founder and Managing Director, DN Capital
“It should not go unmentioned how nice it is to have a deal go so well like this 😊. Feeling grateful for Canopy!”
Wil Chockley
Partner at 75 & Sunny

FAQs

What is the legal structure of a Canopy SPV?
Does Canopy support international LPs?
Can I share carry with Canopy’s SPVs?
What tax filings will Canopy prepare?
Invest in the future

Ready to get started?

Canopy is currently being offered to select customers based on expected deal activity and accreditation status. This set will soon expand - as we continue, we hope to serve all investors by providing the infrastructure for every private investment.
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