Canoe Intelligence and Prime Buchholz expand their partnership
19 November 2025 US
Image: SandVDesign/stock.adobe.com
Canoe Intelligence and Prime Buchholz have announced a major expansion of their partnership into a private markets intelligence solution, a move they say gives alternative investors rapid insight into their portfolios
By connecting the capabilities across document collection, validation, and analytics, the firms highlight that the partnership eliminates the manual handoffs that typically slow alternatives workflows.
The offering builds on Prime Buchholz's multi-year use of Canoe's platform to automate document collection and data processing for its institutional clients.
Zack Helgeson, head of product at Canoe Intelligence, says: “By linking Canoe's automated collection and our AI extraction with Prime Buchholz's data validation, and PrimePlus analytics, what previously took an investment team days or weeks is now effortless and available on demand — with complete audit trails from source documents to final insights.
“This combination of transparency, speed, and institutional-grade accuracy will transform how investment teams work.”
Dan Ricci, head of information systems at Prime Buchholz, comments: “It’s really the connection between platforms that scales investor outcomes. Building on Canoe’s automation, our team layers in multi-tier validation and enrichment logic before client data hits PrimePlus.
“Together, our analysts are handling significantly more funds than before, and clients get portfolio company data in a couple days versus the industry standard of two plus weeks.”
By connecting the capabilities across document collection, validation, and analytics, the firms highlight that the partnership eliminates the manual handoffs that typically slow alternatives workflows.
The offering builds on Prime Buchholz's multi-year use of Canoe's platform to automate document collection and data processing for its institutional clients.
Zack Helgeson, head of product at Canoe Intelligence, says: “By linking Canoe's automated collection and our AI extraction with Prime Buchholz's data validation, and PrimePlus analytics, what previously took an investment team days or weeks is now effortless and available on demand — with complete audit trails from source documents to final insights.
“This combination of transparency, speed, and institutional-grade accuracy will transform how investment teams work.”
Dan Ricci, head of information systems at Prime Buchholz, comments: “It’s really the connection between platforms that scales investor outcomes. Building on Canoe’s automation, our team layers in multi-tier validation and enrichment logic before client data hits PrimePlus.
“Together, our analysts are handling significantly more funds than before, and clients get portfolio company data in a couple days versus the industry standard of two plus weeks.”
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