Canoe Intelligence Launches Canoe Pro Tech, Expanding Platform Capabilities with New Technology Partnership Category
Exchangelodge and Amplify to debut Canoe-integrated technology solutions that enhance alternative investment workflows
NEW YORK, February 26, 2025 – Canoe Intelligence (“Canoe”), the financial technology company powering smarter alts management, today announced the launch of Canoe Pro Tech, a new category of technology partnerships that extends the company’s platform capabilities. This launch features two inaugural solutions: Exchangelodge’s data governance platform and Amplify’s API integration suite.
Canoe Pro Tech will enable partners to deliver complementary technology solutions that are natively integrated with Canoe’s platform. This launch builds upon the success of the existing Canoe Pro program, which continues to deliver significant operational value by providing clients with managed services that extend their teams. Both initiatives share a common goal: addressing specific operational challenges within alts data management while ensuring seamless user experiences. Together, they offer a comprehensive solution suite that augments how clients leverage Canoe—whether through integrated technology partnerships, managed services, or both.
“The workflows required to manage alts have become increasingly complex, with institutions often managing hundreds of fund commitments across multiple asset classes,” notes Kim Raymonde, Director of Integrations & Partner Solutions at Canoe Intelligence, “Through Canoe Pro Tech, we’re empowering our clients with integrated solutions that transform how they work with alternatives data—from automated workflow management to sophisticated analytics and seamless system connectivity.”
James Haluszczak, CEO of Exchangelodge adds, “The alternatives industry has historically struggled with fragmented technology and opaque data flows. Canoe Pro Tech represents a forward-thinking approach to solving these challenges through seamless integration. Exchangelodge’s technology seamlessly integrates with Canoe, leveraging AI to govern data and enable efficient, rule-based decision-making—without the need for expensive headcount. Exchangelodge is proud to join this initiative in delivering solutions that not only simplify workflows, but also enhance data accuracy and operational efficiency for Canoe users. Together, we’re driving innovation that brings unprecedented transparency and automation to alternative investments.”
The inaugural Canoe Pro Tech solutions address critical challenges across the alternatives data management lifecycle:
Data Validation & Enrichment Canoe Pro Tech: Exchangelodge transforms how firms validate and enrich their alternatives data. This partnered solution delivers configurable data exchange workflows that ensure data quality and completeness, powered by an advanced, AI-driven calculation engine for automated validation and reconciliation. Teams can monitor all operational workflows using a unified dashboard while maintaining a complete field-level audit trail. The platform’s direct connectivity to downstream accounting and reporting systems enables seamless data distribution throughout the organization’s ecosystem.
Document Management Automation Canoe Pro Tech: Amplify API Platform eliminates manual document handling through sophisticated system integration. This solution automates document transfers between Canoe and leading document storage platforms including Box, Microsoft SharePoint, and Google Drive while supporting customized naming conventions and folder structures. The platform is built on Microsoft Azure Cloud infrastructure and ensures secure connectivity without local document storage while providing comprehensive exception handling and reconciliation checks. Users maintain complete visibility into their document workflows through automated tagging and status tracking while dramatically reducing operational overhead.
“We are excited to expand our partnership with Canoe to include the design and development of technology solutions purpose-built to drive automation, consistency, and operational efficiency,” says Ryan Loughran, Founder & CEO of Amplify. He adds, ”Amplify’s API Platform introduces a tech-forward solution designed to automate the manual workflows associated with document storage and organization. By integrating Canoe’s industry-leading platform with Amplify’s proprietary technology solutions, clients maximize the strategic value of their investment in an industry-best platform.”
The Exchangelodge and Amplify Pro Tech solutions are available immediately to Canoe clients through a streamlined contracting and implementation processes.
A third Canoe Pro Tech solution, developed in collaboration with Prime Buchholz LLC, will launch publicly at the Future Proof Citywide conference in March 2025. Canoe Pro Tech: Asset Data PrimePlus will transform portfolio company data from Canoe Asset Data into actionable intelligence through a managed integration with the PrimePlus® analytics platform. This Canoe Pro Tech solution provides investment teams with seamless access to detailed private exposure data across their portfolio(s), funds, and individual portfolio companies, enabling analysis by sector, region, property type, and other key attributes.
These partnerships strengthen Canoe’s already-robust tech ecosystem of 500 system integrations to upstream and downstream systems. Building on Canoe’s rapid growth to over 400 clients and processing of more than one million documents monthly, Canoe’s Pro Tech solutions are delivering results through successful beta programs and early commercial deployments.
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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 Exchangelodge
Exchangelodge is a data governance platform built for the alternative investment industry. Through AI-driven workflows and sophisticated data validation, Exchangelodge helps firms transform raw data into actionable intelligence while maintaining rigorous governance standards. The platform enables clients to streamline operations, reduce risk, and make more informed investment decisions. Learn more: www.exchangelodge.com
About Amplify Advisory Solutions
Amplify serves its clients as an independent operating partner dedicated to managing their data. The firm’s mission is to help clients create value through technology by restructuring access to operations, technology, and solutions expertise. Learn more: www.ampadv.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 now 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
