Upcoming Webinar - Canoe

Skip to Main Content

Trends. 3 new ways to automate middle-office, treasury, compliance, etc. Streamlining GP-LP communication.
AI strategy. Using AI to classify docs and extract data. Leveraging AI while boosting security and cutting risk.
Emerging tech. How firms use Canoe to automate tax data management. New features to streamline work.

Watch webinar

What’s covered

Latest updates. New capabilities for asset data, treasury, fraud detection, tax doc management, compliance, etc. (16:25)
Optimizing data. Boosting accuracy and quality control. Leveraging RAG, prompt versioning, human review, etc. (37:30)
Future of AI. AI workflows that really work. Anomaly detection, visual data extraction, doc translation, and more. (47:55)
Mapping multiple doc types. Standardizing broad data models, multiple doc types, etc. Automating mapping. (51:40)

watch now

Canoe Intelligence Webinar

Speakers

Jason Eiswerth

CEO

Jason has 30+ years of experience building, scaling, and leading tech driven business. He specializes in helping firms streamline alts management and grow.

Mike Muniz

Mike Muniz

CRO

Michael has worked 12+ years in alts strategy & revenue management. He has in-depth industry knowledge of investment management, private equity, and more.

Noel Calhoun

Noel Calhoun

CTO

Noel has 8+ years of experience leading technology and strategy teams. He focuses on alts management, machine learning, data analysis, and revenue growth.

Betsy Daitch

Betsy Daitch

VP of Marketing

Betsy has 15+ years of experience in business development and marketing for financial firms. She brings deep expertise in content development and research for alts teams.

Reduce manual alts
admin tasks by 75%

See how AI is eliminating manual administration work and unlocking growth.

Reduce manual alts admin tasks by 75%

Buyers Guide - Alts Data Management Solutions

"*" indicates required fields

Comments

This field is for validation purposes and should be left unchanged.

First Name*

Last Name*

Email*

Company Name*

Job Title*

What best describes your job function?*

Company Type*

Country / Region*

This field is hidden when viewing the form

UTM Campaign

This field is hidden when viewing the form

UTM Source

This field is hidden when viewing the form

UTM Content

This field is hidden when viewing the form

UTM Medium

This field is hidden when viewing the form

UTM Term

This field is hidden when viewing the form

gclid

This field is hidden when viewing the form

Country / Region

5 Trends Reshaping How Institutions Invest in Private Markets

"*" indicates required fields

LinkedIn

This field is for validation purposes and should be left unchanged.

First Name*

Last Name*

Email*

Company Name*

Job Title*

What best describes your job function?*

Company Type*

This field is hidden when viewing the form

Country / Region*

This field is hidden when viewing the form

UTM Campaign

This field is hidden when viewing the form

UTM Source

This field is hidden when viewing the form

UTM Content

This field is hidden when viewing the form

UTM Medium

This field is hidden when viewing the form

UTM Term

This field is hidden when viewing the form

gclid

AI Ebook Download

"*" indicates required fields

Email

This field is for validation purposes and should be left unchanged.

Email*

First Name*

Last Name*

Company Name*

Job Title*

What best describes your job function?*

Company Type*

Country / Region*

This field is hidden when viewing the form

UTM Campaign

This field is hidden when viewing the form

UTM Source

This field is hidden when viewing the form

UTM Content

This field is hidden when viewing the form

UTM Medium

This field is hidden when viewing the form

UTM Term

This field is hidden when viewing the form

gclid

Asset Data Brochure

"*" indicates required fields

Email

This field is for validation purposes and should be left unchanged.

First Name*

Last Name*

Email*

Company Name*

Company Type**

Your Job Function*

This field is hidden when viewing the form

Country / Region*

This field is hidden when viewing the form

UTM Campaign

This field is hidden when viewing the form

UTM Source

This field is hidden when viewing the form

UTM Content

This field is hidden when viewing the form

UTM Medium

This field is hidden when viewing the form

UTM Term

This field is hidden when viewing the form

gclid

Demo Request

"*" indicates required fields

LinkedIn

This field is for validation purposes and should be left unchanged.

This field is hidden when viewing the form

I am interested in

Email*

First Name*

Last Name*

Company Name*

What best describes your job function?*

Company Type*

Phone Number

Country / Region*

State*

Do you invest in alternatives?

AUM/AUA

Message

This field is hidden when viewing the form

I'd like to learn more about

Canoe Connect

Canoe Intelligence

Canoe Asset Data

Canoe Tax

Canoe Pro

Canoe Intelligence needs the contact information you provide to us to contact you about our products and services. You may unsubscribe from these communications at any time. For information on how to unsubscribe, as well as our privacy practices and commitment to protecting your privacy, check out our Privacy Policy.

This field is hidden when viewing the form

UTM Campaign

This field is hidden when viewing the form

UTM Source

This field is hidden when viewing the form

UTM Content

This field is hidden when viewing the form

UTM Medium

This field is hidden when viewing the form

UTM Term

This field is hidden when viewing the form

gclid

Become a Partner

"*" indicates required fields

Instagram

This field is for validation purposes and should be left unchanged.

First Name*

Last Name*

Email*

Job Title*

Company Name*

What best describes your job function?*

Country/Region*

Message

This field is hidden when viewing the form

UTM Campaign

This field is hidden when viewing the form

UTM Source

This field is hidden when viewing the form

UTM Content

This field is hidden when viewing the form

UTM Medium

This field is hidden when viewing the form

UTM Term

This field is hidden when viewing the form

gclid

This field is hidden when viewing the form

Country / Region

Canoe Intelligence Brochure

"*" indicates required fields

Phone

This field is for validation purposes and should be left unchanged.

First Name*

Last Name*

Email*

Company Name*

Company Type*

Your Job Function*

This field is hidden when viewing the form

Country / Region*

This field is hidden when viewing the form

UTM Campaign

This field is hidden when viewing the form

UTM Source

This field is hidden when viewing the form

UTM Content

This field is hidden when viewing the form

UTM Medium

This field is hidden when viewing the form

UTM Term

This field is hidden when viewing the form

gclid

Canoe Pro Brochure

"*" indicates required fields

Comments

This field is for validation purposes and should be left unchanged.

First Name*

Last Name*

Email*

Company Name*

What best describes your job function?*

Company Type*

Country / Region*

This field is hidden when viewing the form

UTM Campaign

This field is hidden when viewing the form

UTM Source

This field is hidden when viewing the form

UTM Content

This field is hidden when viewing the form

UTM Medium

This field is hidden when viewing the form

UTM Term

This field is hidden when viewing the form

gclid

Canoe for Family Offices Brochure

"*" indicates required fields

LinkedIn

This field is for validation purposes and should be left unchanged.

First Name*

Last Name*

Email*

Company Name*

What best describes your job function?*

Company Type*

Country / Region*

This field is hidden when viewing the form

UTM Campaign

This field is hidden when viewing the form

UTM Source

This field is hidden when viewing the form

UTM Content

This field is hidden when viewing the form

UTM Medium

This field is hidden when viewing the form

UTM Term

This field is hidden when viewing the form

gclid

Canoe for Pensions Brochure

"*" indicates required fields

Company

This field is for validation purposes and should be left unchanged.

First Name*

Last Name*

Email*

Company Name*

What best describes your job function?*

Company Type*

Country / Region*

This field is hidden when viewing the form

UTM Campaign

This field is hidden when viewing the form

UTM Source

This field is hidden when viewing the form

UTM Content

This field is hidden when viewing the form

UTM Medium

This field is hidden when viewing the form

UTM Term

This field is hidden when viewing the form

gclid

Canoe for Wealth Managers Brochure

"*" indicates required fields

LinkedIn

This field is for validation purposes and should be left unchanged.

First Name*

Last Name*

Email*

Company Name*

What best describes your job function?*

Company Type*

Country / Region*

This field is hidden when viewing the form

UTM Campaign

This field is hidden when viewing the form

UTM Source

This field is hidden when viewing the form

UTM Content

This field is hidden when viewing the form

UTM Medium

This field is hidden when viewing the form

UTM Term

This field is hidden when viewing the form

gclid

Canoe Connect Brochure

"*" indicates required fields

Name

This field is for validation purposes and should be left unchanged.

First Name*

Last Name*

Email*

Company Name*

Company Type*

What best describes your job function?*

This field is hidden when viewing the form

Country / Region*

This field is hidden when viewing the form

UTM Campaign

This field is hidden when viewing the form

UTM Source

This field is hidden when viewing the form

UTM Content

This field is hidden when viewing the form

UTM Term

This field is hidden when viewing the form

UTM Medium

This field is hidden when viewing the form

UTM Term

This field is hidden when viewing the form

gclid