The Canoe Way

Our mission is to unlock efficiencies in alternative investment processes by introducing purpose-built automation into the workflows of institutional investors, asset servicers, capital allocators and wealth managers.

We Keep Paddling

In 2013, Canoe was incubated within a private investment firm, Portage Partners, and evolved into the firm’s operating backbone. To this day, Portage does not employ any middle or back office professionals, and instead relies solely on Canoe. In 2017, Canoe spun out and began offering its scalable solution to managing complex alternative investment documents and data in 2018. Since the beginning, we’ve maintained a focused, client-first approach to building and enhancing our technology and will continue to do so.

Jason Eiswerth

CEO

Jason Eiswerth is CEO of Canoe Intelligence, the financial technology company powering more than 220 investment firms with alternative investment document and data management solutions. With more than 20 years of senior management experience, Jason is an accomplished technology leader and entrepreneur with a proven track record of accelerating business growth. Most recently, he served as Managing Director and Head of Private Investments at Nima Capital, a large single-family office focusing on alternatives. As a hands-on leader at TheMarkets.com, Jason managed sales, business development and operations for the company from inception through its ultimate acquisition by Capital IQ. He also incubated, developed and led MeritMark through its sale to WallStreetOnDemand. Jason began his career at Goldman Sachs and Lehman Brothers in capital markets and institutional fixed income. He is passionate about mentoring and building companies, and advises multiple early stage and middle-market businesses. Jason graduated from Lafayette College with a Dual Degree in Economics and English Literature.

Seth Brotman

PRESIDENT

Seth started his career focused on alternative investments research and analysis working for multi-billion dollar allocators and family offices. His responsibilities included creating investment criteria, developing a robust pipeline of prospective investments, and constructing portfolios of alternative investments for institutional clients. In addition to his investing experience, Seth had a senior role at Novus Partners, a venture capital funded buy-side financial technology analytics company that grew from 15 to over 100 employees during his tenure. At Novus, Seth focused on building the client-facing investment team, product, and business development. Seth grew up in South Florida and attended University of Florida where he earned both an M.S. in Decision Information Science and a B.S. in Finance with a Minor in Economics.

Vishal Saxena

Chief Technology Officer

Vishal Saxena brings 20 years of software development and product design experience within the financial services industry. Prior to joining Canoe Intelligence, Vishal was a Managing Director in the Blackstone Technology and Innovations group. During his tenure at Blackstone, Vishal oversaw application development for several business systems and enterprise platforms and supported various business and corporate functions including but not limited to investor reporting, HR, public affairs, legal and compliance, fund accounting, and corporate finance. Prior to joining Blackstone in 2013, he led various software development teams at Capital IQ, a division of Standard & Poor’s, for five years where he was most recently Director of Data Technology. Before Capital IQ, Vishal held various software development roles at Morgan Stanley, Citigroup and Sapient. Vishal received a B.Tech. in Civil Engineering from Indian Institute of Technology, Delhi, a Master of Engineering degree with a major in Information Technology from Massachusetts Institute of Technology, Cambridge, and a Master of Science degree in Engineering from Georgia Institute of Technology, Atlanta. Vishal recently joined the board of Reach the World, a non-profit organization making the benefits of world travel accessible to classrooms.

Mike Muniz

Chief Revenue Officer

Mike has over ten years experience at institutional consulting and financial technology companies. Mike started his career at Cambridge Associates, advising endowments, foundations, pensions, and family offices on asset allocation and manager selection. After Cambridge Associates, Mike spent four years at Novus Partners running the Analytics desk and focusing on analytical consulting for institutional investors, family offices, and hedge funds. Most recently, Mike led the Global Commercial efforts for Dealogic’s Connect offering until it was acquired by ION Investment Group. Mike graduated Magna Cum Laude from Duke University with a B.A. in History and Markets & Management.

Patrick McKee

HEAD OF SALES

Patrick has over 12 years experience developing and implementing successful growth strategies for fintech companies. At Canoe, Patrick is responsible for driving continued profitability and overseeing the company’s global go-to-market strategy. Previously, Patrick led cross-departmental innovation initiatives at Addepar and Advent, rolling out new products and expanding into new markets. Patrick graduated from Princeton University with an B.A. in History and received his MBA from NYU Stern School of Business.

Toby Bailey

VP OF SALES, EMEA

Toby has over 12 years of experience in sales and sales leadership roles at private markets software and data businesses. He spent 5 years at The Mergermarket Group where he helped to launch and grow their M&A platform, MergerID which was ultimately acquired by Intralinks. He was then the third hire for iLEVEL in Europe, where he contributed to establishing iLEVEL as the dominant portfolio monitoring software for private capital GPs and LPs. He was with the business through the acquisitions by both Ipreo and IHS Markit. Most recently, he opened the UK office for CEPRES where he successfully established a team and grew the client base of European institutional investors. He graduated from Swansea University with a B.A. in French and Spanish.

Tim Loughrey

HEAD OF CLIENT SUCCESS

Tim leads our Client Success Organization, responsible for the successful implementation and adoption of Canoe Intelligence across our client base. Previously, Tim was head of relationship management at the financial technology platform Addepar, after beginning his career in wealth management at BNY Mellon & Jefferies. Tim graduated from The University of Colorado with a Bachelor of Science degree in Finance.

Aman Soni

VP OF DATA STRATEGY

Aman is responsible for innovating and delivering Canoe’s suite of transformational data products for the private market investment landscape. A knowledgeable specialist with direct exposure to institutional sales, bank operations, and private markets, Aman joined Canoe following a 7-year tenure at J.P. Morgan Chase in London. Throughout his time at J.P. Morgan, Aman worked as a Vice President within Platform Sales focused on EMEA asset owners before transitioning to the Digital Innovation group, where he was responsible for shaping fintech strategy, evaluating partnerships and strategic investments, and executing on innovation within the broader bank. In 2019, he founded The Soni Scholarship with the aim to empower children with access to higher education and today remains the Chairman of Trustees. Aman graduated from the University of Nottingham, where he achieved a First Class with Honors BSc in Economics.

Matt Wilkinson

VP OF ENGINEERING

Matt has 20+ years of experience developing software and building/leading product development teams in the financial services and media industries. Prior to joining Canoe, he was a Director of Software Engineering at Comscore where he led teams responsible for platforms and services enabling the delivery of television audience measurement data to customers. Before Comscore, Matt grew and led multiple product development teams for 12 years at Capital IQ, a division of Standard & Poor’s, where he joined as a software engineer. Matt graduated from the University of Pennsylvania with a Bachelor of Science in Engineering degree for Computer Science.

Michelle Wilson

VP OF PRODUCT

Michelle Wilson is the Vice President of Product at Canoe Intelligence. In this role, she is responsible for shaping product strategy and driving the execution of key initiatives to achieve the product vision. In addition to leading the product team in the design and development of new features, she also collaborates with other teams across the organization on various topics such as project scoping, client onboarding and product feedback.

Prior to joining Canoe, Michelle was a Vice President at BlackRock, where she focused on general partner (GP) product strategy for eFront, the firm's technology product suite for alternative investment management and reporting. She also played a key role in developing a robust mobile application strategy for the firm.

Before BlackRock, Michelle was a Vice President at Blackstone. During her almost 8-year tenure there, she led product management and design for the firm's proprietary fund accounting, valuations and investor portal applications. She spearheaded several important technology initiatives including the development and delivery of a proprietary document management and business workflow tool for the firm's fund-of-funds business.

She began her product management career at S&P Capital IQ, where she designed and helped build several key components of the company's financial intelligence and data analytics platform.

Michelle received a B.S. in Chemical Engineering from the Massachusetts Institute of Technology (MIT), and a Master of Engineering (M.Eng) in Engineering Management from Cornell University.

Josh Whitcraft

VP OF COMMERCIAL STRATEGY AND OPERATIONS

Josh Whitcraft joins Canoe as Vice President, Commercial Strategy and Operations. Josh is responsible for ensuring Canoe teams are supporting clients through their learning, buying, and value realization of the Canoe platform. Josh collaborates closely with R&D teams on market and client requirements and with client success teams on accelerating client outcomes. As a result, Canoe is well-positioned to target, partner, and enable clients who are most likely to succeed with the solution.

Josh brings more than a decade of experience in wealth management, enterprise software, and financial technology. Prior to Canoe, Josh was a Director of Go-to-Market for Vista Consulting Group, the dedicated value creation team of Vista Equity Partners, where he partnered with executives from a dozen enterprise software portfolio companies on defining market strategy, optimizing the client lifecycle, and growing net retention. Prior to Vista, Josh was a FinTech entrepreneur with Addepar, where he built and led sales and services teams, scaling revenue 10x, clients 6x, and employees 5x. He started his career at Goldman Sachs as a financial analyst.

Josh loves being a husband and a father. He’s an endurance athlete, Irish citizen, long-time Manhattanite, recent Texan, and supports two local Austin initiatives: Waterloo Greenway and Laguna Gloria.

Northwestern University - BA
Columbia Business School - MBA
Columbia University School of International & Public Affairs - MA

Betsy Daitch

VP OF MARKETING

An award-winning marketing executive with over a decade of experience, Betsy is responsible for building Canoe’s brand presence and devising and executing the company’s marketing strategy. Most recently, she ran her own consulting business, Betsy Daitch Marketing Advisors, of which Canoe was a client for over four years. As a consultant, Betsy specialized in developing and implementing business-enhancing strategies, marketing materials, and breakthrough marketing campaigns for financial services firms. Prior to that, she gained financial services marketing experience through tenures as Global Director of Marketing at Visible Alpha, Senior Marketing Manager, Investment Management at S&P Global Intelligence, and Marketing Associate at LPL Financial. Betsy graduated from Goucher College with a Bachelor of Arts in Management Studies and Art History and from Kaplan University with a Master of Science in Accounting and Finance.

Brian Sadler

VP OF ENGINEERING

With nearly 20 years of software engineering experience, Brian is a problem-solver focused on making strategic decisions and bringing them to life through technical expertise. He is responsible for engineering Canoe’s enterprise architecture to ensure scalability. Most recently, he spent 9 years at Braven as Chief Technology Officer and VP of Engineering, transitioning its early-stage architecture to a well-designed and unified code base. As a Principal Software Engineer at S&P Capital IQ, Brian led a global team of engineers with a focus on constructive culture, agile development, and system maintainability. He started his career as a software engineer at Comverse after graduating from Boston University with a Bachelor’s Degree in Computer Science and Mathematics.

Kevin Winter

VP OF INFORMATION SECURITY

An expert infrastructure and information security professional with over twenty years of experience in IT functions across multiple industries, Kevin is responsible for overseeing cybersecurity and compliance as it relates to both Canoe as a company and its platform. Prior to Canoe, Kevin spent time at a SaaS FinTech company as Head of Security, Crane Currency as Director of Information Security and Infrastructure, at Thermo Fisher Scientific across senior IT roles, and at EMC as a Staff System Administrator. He started his career at Heilind Electronics as a Lead Help Desk Technician after serving in the US Coast Guard for four years. Kevin graduated from The Ohio State University with a B.A. in English and Pre-Medicine. He also completed an MBA in Information Technology and an undergraduate certificate in programming from the University of Massachusetts Lowell.

Taylor Wamsley

VP OF FINANCE

An operational leader with over ten years of experience leading finance, operations, fundraising, and M&A across software, private equity, and investment banking roles, Taylor is responsible for Canoe’s finance function. Most recently, he held roles as COO at Cold Start Ventures and VP of Operations at Seismic Software. Prior to that, Taylor worked for JMI Equity for four years as a Private Equity Senior Associate and Operations Director. He started his career as an Investment Banking Analyst at Merrill Lynch, focusing on software, internet, and technology companies. Taylor graduated from USC Marshall School of Business with studies in Finance & Strategic Management, Business, and Economics.