Purpose-Built Technology By Industry Experts For Industry Experts
Hundreds of institutional investors, asset servicers, capital allocators, and wealth managers leverage Canoe Intelligence to automate their most time-consuming manual alternative investment processes, gain deeper access to their data, and scale their firms for sustainable growth.
Institutional Investors
Why Canoe
- ✓ Operational Scale
- ✓ Business Optimization
- ✓ Data Access
- ✓ Data Timeliness
- ✓ Data Accuracy
“We believe innovation is central to our growth and found that Canoe Intelligence provided an optimal way to scale the data entry processes associated with our clients’ portfolios. By implementing Canoe’s technology, we are able to capture more data, perform more detailed portfolio analysis, and prepare for future growth.”
– Thomas Giannetti, Partner & CFO at Lexington Partners
Why Canoe
- ✓ Platform Integration
- ✓ Operational Scale
- ✓ Business Optimization
- ✓ Data Access
- ✓ Data Timeliness
- ✓ Data Accuracy
“Hamilton Lane remains committed to using technology innovations to enhance how it manages and consumes data. As both an investor and user of Canoe’s technology, we believe Canoe is a strong partner to enhance our mission of delivering results and solutions to our clients.”
– Griffith Norville, Managing Director, Strategic Technology at Hamilton Lane
Why Canoe
- ✓ Data Timeliness
- ✓ Data Accuracy
- ✓ Data Access
- ✓ Operating Leverage
“Canoe’s system will help track and organize all our clients’ documents. Transitioning from the time-consuming task of manually reviewing and sorting everything to Canoe’s intelligent system will be a huge win for our clients.”
– Mike Ethridge, COO, Canterbury Consulting
Asset Servicers
Why Canoe
- ✓ Operational Scale
- ✓ Data Accuracy
- ✓ Cost Efficiency
- ✓ Data Timeliness
“We’re excited to roll out this new service with Canoe Intelligence for a long-standing industry bottleneck. Manual entry has plagued our clients for years with no solution in sight. Using the latest breakthroughs in technology and augmented by an experienced staff at Accusource, we’re aiming to eliminate manual entry!”
– Ryan Kerry, CEO of Accusource
Capital Allocators
Why Canoe
- ✓ Data Timeliness
- ✓ Data Accuracy
- ✓ Resource Allocation
- ✓ Cost Efficiency
“Our aim is to deliver superior retirement benefits to our employees through sound financial stewardship and exceptional customer service. Since we’ve implemented Canoe, we’ve eliminated the manual data entry associated with reporting on our alternative investments, and experienced efficiency gains in unlocking data from unstructured reports and making more informed decisions for our fund.”
– Investment Manager at $85B Public Pension Fund
Wealth Managers
Why Canoe
- ✓ Economic & Operational Scale
- ✓ Optimize Human Capital Allocation
- ✓ System-Agnostic Data Integration
- ✓ Data Accuracy
- ✓ Data Control
“By collaborating with Canoe Intelligence, our operations team is now armed with a straight through processing tool for managing the data associated with our clients’ alternative investments. With Canoe Intelligence in our toolbox, we expect to become more efficient and accurate, and our team will be able to devote even more time to delivering the exceptional client service for which we are known.”
– Danielle Roseman, Managing Director and Co-Head of Operations
Why Canoe
- ✓ Economic & Operational Scale
- ✓ Workflow Automation
- ✓ Data Accuracy
- ✓ Data Control
“We are constantly looking for new ways to add value for our clients. With Canoe, virtually all manual data entry associated with our alternative and private investments is eliminated. In this way, we’re able to focus on delivering the best quality of service and investment ideas for clients.”
– Mike Weaver, Investment Associate of Promus Capital