Canoe Intelligence signs Prime Buchholz as new client

Canoe Intelligence, a financial technology company providing alternative investment operations for institutional investors, allocators and asset servicing firms, has signed a deal with Prime Buchholz, an independent alternative investment advisory firm.

Canoe will automatically convert manager reports received by Prime Buchholz into reader-friendly datasets, streamlining a labour-intensive process and helping to import data into workflows and reporting analytics systems such as Investment Metrics.

Headquartered in Portsmouth, NH, Prime Buchholz advises on USD53 billion in assets vital to educational institutions, health care organisations, public and private foundations, cultural and faith-based organisations, retirement plan sponsors, and private wealth.

“Our technology is system-agnostic, enabling organisations of all sizes and structures to benefit from more automated alternative investment reporting workflows, and turning their unstructured data into accessible and actionable intelligence,” says Seth Brotman, CEO of Canoe Intelligence.

This news follows Canoe’s recent announcement of its series A funding with participation from Nasdaq Ventures, Hamilton Lane and other industry leaders.