Cambridge Associates Broadens Use of Canoe Across Central Operations and All Investment Teams
November 21, 2024 – NEW YORK, NY – Canoe Intelligence (“Canoe”), the financial technology company powering smarter alts management, today announced that Cambridge Associates (CA), a global leader in institutional investing, is expanding its use of Canoe’s solutions to support its central operations and all investment teams. This firm-wide adoption follows nearly two years of successful use within CA’s Private Client Practice, where Canoe’s technology has significantly enhanced document management workflows and operational efficiency.
With Canoe’s technology, Cambridge Associates will continue to utilize Canoe Connect and Canoe Intelligence to automate the collection, organization, and processing of documents across a range of complex investment portfolios. By eliminating the need for repetitive tasks and simplifying access to critical information, Canoe enables CA’s teams to seamlessly manage and respond to the broad array of data needs required by their clients. This expansion reflects the global investment firm’s commitment to driving scalable, efficient operations and enhancing the timeliness and precision of its investment processes.
“After seeing firsthand how Canoe Intelligence has improved document management in our Private Client Practice, we are excited to expand Canoe’s usage across all our investment teams,” said Dmitri Shadrin, Chief Operating Officer at Cambridge Associates. “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.”
“Cambridge Associates has been a valued partner and we are thrilled to see the relationship grow,” said Mike Muniz, Chief Revenue Officer at Canoe Intelligence. “This expansion reflects our mutual commitment to innovation and operational excellence. By broadening their use of Canoe across investment teams and central operations, Cambridge is well-positioned to manage increasing data demands efficiently and deliver unparalleled service to their clients. We’re honored to support Cambridge’s continued success and excited to explore additional strategic opportunities together.”
This expansion follows a series of significant milestones for Canoe, including our recent partnerships with other leading investment firms and continuous advancements in AI-driven data management technology.
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About Canoe Intelligence
Canoe Intelligence (“Canoe”) is a financial technology company dedicated to advancing alternative investment intelligence for institutional investors, capital allocators, wealth managers, and asset servicing firms. Canoe empowers clients with technology, data, and insights to manage alternative assets more efficiently, accurately, and confidently. With a commitment to innovation and excellence, Canoe is redefining the future of alternative investment data management.
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Betsy Miller Daitch
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