Canoe Intelligence

On July 9th, we announced the completion of our latest funding round. We're honored to have the support of new and existing investors behind us as we venture into the next stage of our business. Our Series C round was led by new investor, Growth Equity at Goldman Sachs Alternatives, with participation from our Series B investors, F-Prime Capital and Eight Roads. Canoe investor Hamilton Lane also has been a big part of our journey, serving as one of our strongest advocates in the market, and we're thankful to have the team's continued support as we cross this latest milestone. To learn more about our latest round of funding, please visit: https://hubs.li/Q02Jjd530 #AltsSmarter

With BlackRock acquiring Preqin and LSEG partnering with Dow Jones, the data landscape is undergoing a seismic shift. Canoe is proud to be mentioned as a key player in this growing space in Max Bowie's latest WatersTechnology column, "The IMD Wrap: It's the data, Cupid!". Want to learn more about the consolidation and verticalization trends shaping the data industry? Dive into Max's insightful piece here: https://hubs.li/Q02JmG6f0

We’re back with another round-up of insights from the #CanoePartnerProgram! In June, our partners were cranking out thought leadership. They shared proprietary research on productivity, analysis of private equity versus public equity over the past 20 years, and effective strategies for technology selection and implementation. These pieces offer insightful perspectives on really relevant topics impacting the alternative investment industry. Click below for more: Alter Domus: https://lnkd.in/eHEDJs3E Hamilton Lane: https://lnkd.in/dudm4bXy SEI: https://lnkd.in/e8g6uU6q Simple: https://lnkd.in/dS-7UHbf #AltsSmarter

Today, in partnership with SEI, we're announcing an enhanced integration to power the future of alternatives data management. Through this expansion, we will automate the transmission of private equity and hedge fund valuations, as well as private equity call and distribution data, to improve operational efficiency for family offices using the SEI Archway Platform. “As family offices and wealth managers increase their allocations to alternatives, they need technology that paints a more detailed, accurate picture and provides greater control over investment document workflows. We’re excited for this evolution of our strategic partnership with SEI as we work together to power the future of wealth by making alternative asset data more efficient and actionable." - Michael Muniz, Chief Revenue Officer at Canoe Intelligence For more details on this enhanced integration, read the official press release: https://hubs.li/Q02HxJvN0 #AltsSmarter

Senior leaders from J.P. Morgan and Canoe just wrapped up a remarkable 3-day intensive on-site in India! Our Senior Director of Key Accounts, Aaron Simon, visited J.P. Morgan's India Center of Excellence in Bangalore to discuss the J.P. Morgan-Canoe Partnership, major milestones, and ways to accelerate adoption and value realization. It was a unique opportunity to see how numerous core users utilize Canoe for their key workflows and explore exciting new partnership opportunities together. We're honored to work with the J.P. Morgan team and are excited to continue collaborating to unlock the full potential of our partnership. Can't wait to see what's next!

Some more award news this week: We are thrilled to announce that Canoe has been named a finalist in 4 categories across the Private Equity Wire US Awards 2024 and the Hedgeweek US Awards 2024! Show your support by voting for Canoe in the following categories: Private Equity Wire US Awards - Data Management Solution of the Year Link to vote: https://hubs.li/Q02HYlYr0 Hedgeweek US Awards - AI Technology Provider of the Year - Cloud Services Provider of the Year - Data Management Solution of the Year Link to vote: https://hubs.li/Q02HYM-z0 For more about the awards and our nomination, visit: https://hubs.li/Q02HYnmc0 #AltsSmarter

Exciting news! Canoe has been selected as a finalist for "European FundsTech Provider of the Year: Investments" at the prestigious Funds Europe Awards 2024! Funds Europe’s annual awards recognize excellence across asset management firms, asset servicing providers, and technology vendors. Read more about Canoe and the nomination here: https://hubs.li/Q02HM_9k0

Exciting news! Canoe has been selected as a finalist for "European FundsTech Provider of the Year: Investments" at the prestigious Funds Europe Awards 2024! Funds Europe’s annual awards recognize excellence across asset management firms, asset servicing providers, and technology vendors. Read more about Canoe and the nomination here: https://hubs.li/Q02HM_9k0

Connected by mutual client, BBR Partners, Canoe and OSYTE [O-Sight] are delivering integrated alternatives management solutions. Canoe brings in the alts data and Osyte helps clients make informed investment decisions across the whole portfolio (public & private markets) with that data. The partnership offers an easy implementation and onboarding process for clients, with each party delivering top-quality services related to their core competencies. “The partnership between Canoe and Osyte will help clients seamlessly leverage Canoe’s award-winning alts data management solutions with Osyte’s one-of-a-kind multi-asset portfolio management and liquidity management at scale solutions for alternatives and private asset commitments. The value of our partnership was immediately evident to mutual clients, like BBR Partners, and we’re excited to scale the delivery of that value to more institutions invested in alts.” - Charles Anselm, CFA – CEO & Co-Founder of Osyte. For more details on this new partnership, please visit: https://hubs.li/Q02HxD7J0 #AltsSmarter #CanoePartnerProgram

In a follow-up to TSWM – The Summit for Wealth Management London 2024, Amy M. interviews Canoe's Oliver Wedlake, Senior Director of Wealth Management EMEA. The insightful discussion on "Unlocking Efficiencies in Alternative Investment Data through Advanced Technology" dives into the challenges the wealth management sector faces in embracing technology and leveraging alternative investment data. Oli highlights how automated workflows and artificial intelligence are revolutionizing data management and garnering valuable insights. Watch now: https://hubs.li/Q02Htrqj0 #AltsSmarter