We are thrilled to announce that Cambridge Associates (CA), a global leader in institutional investing, has expanded its partnership with Canoe to streamline document management and scale operational efficiencies across central operations and all investment teams. After nearly two years of leveraging Canoe’s technology within their Private Client Practice, CA has seen firsthand the impact of automation and timely access to critical investment data. With this expansion, CA is doubling down on their commitment to innovation and operational excellence. As Dmitri Shadrin, Chief Operating Officer at Cambridge Associates, shared: “Canoe’s automation capabilities and rapid data accessibility have empowered our teams to operate at greater scale and efficiency, enabling us to better serve our clients’ evolving needs. We look forward to leveraging their technology firm-wide to drive even greater impact.” Read more:?https://lnkd.in/eMVXxQZr #AltsSmarter
Canoe Intelligence
金融服务
New York，NY 8,795 位关注者
Guiding the industry forward with smarter alts management
关于我们
Canoe has reimagined the future of alternative investments with cloud-based, machine-learning technology for document collection, data extraction, and data science initiatives. We transform complex documents into actionable intelligence within seconds and empower allocators with tools to unlock new efficiencies for their businesses. 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. 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.
- 网站
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https://www.canoeintelligence.com
Canoe Intelligence的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- New York，NY
- 类型
- 私人持股
- 创立
- 2017
- 领域
- Alternative Investments、AI、Machine-Learning、Data Extraction、Document Management、Institutional Investors、Family Office、Endowments & Foundations、Pension Fund、Wealth Manager、Fund of Funds、Investment Consultant、OCIO、RIA、Fund Administrator、Data Intelligence、Valuations and Transactions、Intelligent Data Solution和Canoe
地点
Canoe Intelligence员工
动态
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We're thrilled to see GM Advisory Group leveraging the power of Canoe and Addepar in their tech stack to deliver exceptional client services. Read more in Addepar's latest case study here: https://lnkd.in/epX8fhKw #AltsSmarter
GM Advisory Group, now part of Wealthspire Advisors, sought Addepar for a scalable solution that could handle increasing complexity, provide a competitive edge and help deliver the white-glove service they offer clients. Read on to find out more. https://bit.ly/3CzfcjG
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In response to the recent US election, Wall Street's M&A landscape is expected to transform. To achieve success under the new normal, investors need to be ready to adapt or risk getting left behind. Today, we published an in-depth analysis exploring how anticipated Trump-era policies could trigger an unprecedented wave of deal-making, revealing critical challenges for institutional investors navigating complex regulatory shifts. Uncover the strategies that will define success in this new investment environment in our insights piece here: https://lnkd.in/gQ3-_KEE
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The alternative investment landscape is evolving faster than ever. In our latest insights piece "A Frog's Demise," Andy Phillips, Canoe's General Manager of Canoe Connect, explores how the rise of GP portals has quietly revolutionized data operations. Is your firm keeping pace with this shift? Learn how you may have been at risk for hidden data challenges by reading our blog here: https://lnkd.in/gPiHKsSF #AltsSmarter
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To navigate the complexities of today's wealth management landscape, it’s important to stay informed. In our latest industry roundup, we provide key insights into the evolving dynamics of private markets, the latest technological advancements in asset management, and emerging trends shaping family offices. Explore articles focused on these key areas: Private Markets Recovery and Challenges - McKinsey & Company: https://lnkd.in/e6tfH3ZZ - Preqin: https://lnkd.in/e5wrt9Sz? - Alter Domus: https://lnkd.in/eu5VA-k4 Technological Transformations for Institutional Investors - WatersTechnology.com: https://lnkd.in/eM69_Fca - Deloitte: https://lnkd.in/duQNWyp - Bipsync: https://lnkd.in/eccTvttW Family Offices: Influence and Investment Strategies - CNBC: https://lnkd.in/eY4uHPVq and https://lnkd.in/eY4uHPVq We hope that these articles will help you confidently navigate the challenges and opportunities that lie ahead. #AltsSmarter #CanoeIndustryRoundup
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The secondaries market is booming, with $114B in transaction volume in 2023 and the potential to reach $500B in the next decade. Canoe wants to help firms seize this opportunity by providing the resources they need to succeed. What have we learned so far? Read our latest insights on how to unlock the true potential of private equity secondaries: https://lnkd.in/eex9mZwB
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Catch Canoe at Charles Schwab IMPACT 2024 in San Francisco! We'll be in town from Tuesday, November 19th, through Thursday, November 21st! Meet our team, Michael Purcell, Connor Doran, Kelley Megale, and Tony Emma, at booth 526, to learn how we can simplify your alternative investment management. Register for the conference here: https://lnkd.in/dQvQ4k6. #AltsSmarter #SchwabIMPACT
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Private and public markets are converging, driven by powerful advances in data management and key regulatory changes. Aman Soni, our VP of Data Strategy, recently shared his insights on how Canoe's AI technology is revolutionizing private market data in this insightful piece by Anna Reitman. Read the full article to learn how technology is reshaping private market transparency and accessibility: https://lnkd.in/gpbdzHp4. #AltsSmarter
Private market assets are seeing sharp increases across a diversity of products, asset classes and providers, with potential for securities finance to be part of the growth cycle. Fundamental to tapping into that however is data. We speak with Aman Soni, vice president of Data Strategy at Canoe Intelligence, about how private and public markets are moving to parity on the back of technological advances and regulatory trends. Anna Reitman More on #finadium: https://lnkd.in/gpbdzHp4
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Want to learn how AI can revolutionize your family office operations and investment strategies? Canoe is sponsoring the Armanino Family Office Mavericks Masterclass tomorrow, Nov 12th at the Porsche Experience Center in LA! Our family office expert, Peter Clancey, will be sharing valuable insights during Canoe's Innovation Spotlight at 1:30 PM. Don't miss out - join the waitlist here: https://lnkd.in/eUqWAhCb
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Our very own Kyle Hamel sat down with Built In to talk about his experiences here at Canoe Intelligence - about learning and about culture. Kyle has been a great addition to our People team and we're thrilled to have him! https://lnkd.in/ePBzVGui
At Canoe, Employees Evolve Alongside an Ever-Changing Industry | Built In NYC
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