Canoe and Prime Buchholz Bridge the Gap Between Alts Data Automation and Portfolio Company Analytics
New Canoe Pro Tech solution transforms how investment teams monitor and analyze private market exposures
NEW YORK, March 17, 2025 – Canoe Intelligence (“Canoe”), the financial technology company powering alternative investment intelligence, today announced the launch of Canoe Pro Tech: Asset Data PrimePlus in partnership with Prime Buchholz LLC, a leading investment advisory and OCIO firm serving approximately 250 clients. This solution marks the latest addition to Canoe’s recently launched Canoe Pro Tech suite, which delivers integrated technology solutions from proven partners to enhance alternative investment data workflows.
The technology partnership transforms how investment teams analyze private market portfolios by combining Canoe’s industry-leading document collection and data extraction capabilities with Prime Buchholz’s PrimePlus® analytics platform. A fully managed integration ensures documents and data flow directly from Canoe to PrimePlus®, where the data is reconciled and enriched, and then transformed into sophisticated visualizations backed by Prime Buchholz investment expertise.
This strategic integration enables institutional investors, family offices, wealth managers, and other investors to automatically convert unstructured portfolio company data into actionable intelligence, dramatically reducing the time required for exposure analysis and portfolio monitoring.
“We consistently hear from clients about the challenge of tracking exposure data across their growing number of portfolio companies,” explains Tim Loughrey, Head of Client Success at Canoe Intelligence. “For many teams, this manual aggregation process has become a significant operational bottleneck. We’re excited that now, using Pro Tech: PrimePlus, investment teams can automate the most laborious steps in this process—the gathering and structuring of raw data—and instead jump straight into analysis.”
Key capabilities of the partnered solution include:
- Total portfolio exposure analysis across sectors, industries, and regions
- Fund-specific insights with detailed portfolio company tracking
- Cross-fund exposure monitoring and risk assessment
- Integrated source document access and custom reporting
- Automated data validation and enrichment
In addition to PrimePlus® analytics, Prime Buchholz’s experienced team will provide comprehensive implementation support and own the ongoing management of data transfers for the partnered solution.
“What previously took investment teams many hours or even days to compile can now be accomplished in minutes,” said Dan Ricci, Head of Information Systems at Prime Buchholz. “By combining Canoe’s data automation with PrimePlus® analytics, we’re helping clients make faster, more informed investment decisions while dramatically reducing operational burden.”
Canoe Pro Tech: Asset Data PrimePlus makes its official industry debut at Future Proof Citywide 2025 this week. The solution joins Canoe’s expanding suite of Pro Tech offerings, which includes partnerships with Amplify and Exchanglodge. The launch continues Canoe’s momentum in advancing operational excellence through platform expansion, building on the company’s rapid growth after reaching over 400 clients, and a Series C led by Goldman Sachs in 2024. The solution is available immediately to Canoe clients.
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About Canoe Intelligence
Canoe Intelligence redefines alternative investment intelligence through AI-driven, cloud-based software that automates and streamlines alternative investment workflows. With over $8T in assets under automation and more than 400 clients, Canoe empowers institutions, LPs, and wealth managers to transform their alternatives data operations. Learn more: www.canoeintelligence.com
About Prime Buchholz
Prime Buchholz LLC is a leading investment advisor and OCIO provider serving over 250 institutional clients across endowments, foundations, healthcare organizations, pension funds, and family offices. The firm’s proprietary PrimePlus® technology platform delivers sophisticated portfolio analytics and reporting solutions across asset classes, inclusive of alternative investments. Learn more: www.primebuchholz.com
Canoe Partner Program
In addition to bringing Canoe Pro and Canoe Pro Tech to market, the Canoe Partner Program fosters broad-based collaborations and innovation within the alternative investment ecosystem. This initiative aims to bring together both service providers and technology providers to promote partnerships, knowledge sharing, and the development of innovative solutions for the alternative investment industry. Learn more: www.canoeintelligence.com/partner-program
MEDIA CONTACT:
Betsy Miller Daitch
+1 443-690-6200
bdaitch@canoeintelligence.com
