Press & Announcements

Pilot House Selects Canoe Intelligence to Scale Its Alternative Investment Documents and Data Processes

NEW YORK, September 29, 2021 Canoe Intelligence (“Canoe”), a financial technology company redefining data management processes for alternative investors and allocators, today announced a new client engagement with Pilot House Associates LLC (“Pilot House”), a single-family office providing a range of investment, philanthropic, administrative and property management services.

Based in Boston, Massachusetts, Pilot House manages assets in a fund-of-funds type structure, primarily focused on alternative investments. Pilot House is implementing Canoe’s technology to automate and scale its alternative investment processes associated with document collection and data extraction for hundreds of individual funds across dozens of managers.

“Leveraging technology to solve for some of our most manual and time-consuming workflows has been a challenge, and particularly so for alternative investments,” said April Robinson, VP of Investment Operations at Pilot House. “Our partnership with Canoe will streamline our existing workflows, identify and create new efficiencies, and most importantly, provide our operations team with a scalable solution that will keep pace with the steady rise in investment activity.”

“We’re excited to partner with growing family offices like Pilot House who are taking the steps needed to scale their alternative document and data processes with automated technology,” said Mike Purcell, Director of Sales and Business Development at Canoe Intelligence.


About Canoe Intelligence
Canoe Intelligence redefines alternative investment data processes for hundreds of leading institutional investors, capital allocators, asset servicing firms, and wealth managers. By combining industry expertise with the most sophisticated data capture technologies, Canoe’s technology automates the highly frustrating, time-consuming, and costly manual workflows related to alternative investment document and data management, extraction, and delivery. With Canoe, clients can refocus capital and human resources on business performance and growth, increase efficiency, and gain deeper access to their data. Canoe’s AI-driven platform was developed in 2013 for Portage Partners LLC, a private investment firm. Learn more:

About Pilot House
Pilot House is a single-family office based in Boston, Massachusetts.

Alex Hamer
Forefront Communications for Canoe Intelligence
212-320-8981 x712