Automating the journey from document to insight.
Canoe provides the automated data foundation.
PrimePlus delivers enrichment and analytics.
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Fully integrated offering.
As an early client of Canoe, Prime Buchholz depended on Canoe's document gathering and data automation to service their 250+ institutional clients. Now refined across hundreds of end clients, the Canoe x PrimePlus integrated offering is available to the broader alts ecosystem as a battle-tested pathway to private analytics and exposures.
Private Analytics
Performance Analysis
Canoe connected data enables IRRs, multiples, and PME metrics over time. PrimePlus supported full implementation required for accuracy.
Transaction Detail
Track manager documents documents alongside cashflow history.
Portfolio Overview
Canoe connected data enables IRRs, multiples, and PME metrics over time.
PrimePlus supported full implementation required for accuracy.
Cash Flow Analysis
Connect connected data enables easy tracking of capital activity and market values over time. PrimePlus supports full data implementation. Documents are interoperable from Canoe.
Fund Level Analytics
Every Canoe fund allocation is supported in PrimePlus with consistent visuals, valuation data, detailed capital activity data, and related document links.
Private Exposures
Exposure Analysis
Track aggregate exposures across underlying portfolio companies.
Coverage Lookthrough
Understand relative manager market value across key areas.
Fund Level Portfolio Company Exposure
Canoe connected data enables IRRs, multiples, and PME metrics over time. PrimePlus supported full implementation required for accuracy.
Portfolio Company Level Analytics
Analyze company exposure across GPs and track valuation trends.
Documents to decisions, zero admin.
Faster Answers
Navigate to key intel in seconds, solving what would otherwise take days of manual effort
From quarterly fire drills to always-on intelligence
Hidden risks revealed
Surface concentrations, gaps, and correlations across your entire portfolio
From fund-level blindness to asset-level clarity
Transparency at scale
Reveal data completeness and pinpoint managers who are not fully reporting
Handle 5x the funds with the same headcount
Data & Platform Enrichment
PrimePlus owns the client Canoe tenant from a data perspective. Client only needs to manage allocations (creation and closing) and investment hierarchy.
PrimePlus logic engine implemented for exception handling, multi-entity allocation management, custom mappings, and client specific requirements.
Allocation data is complete and validated prior to delivery to PrimePlus.
PrimePlus analytics natively connected to Canoe. Client able to access validated data from PrimePlus.
Seamless data journey.
A fully managed transparency & analytics add-on for alts investors who want to unlock private data exposures & analytics with a unified solution.
Data automation
Canoe collects documents and extracts data from manager portals using Canoe AI, applying 100+ data validation checks and structuring the dataset pre-export.
Managed Integration
PrimePlus applies further data validation & enrichment, provides platform administration, and manages the technical integration—cutting operational burden to zero for clients.
Visualized With PrimePlus
Cleaned, structured data feeds directly into PrimePlus dashboards, with direct API access to trace back to documents and data sources in the client’s Canoe environment.
Stop drowning in spreadsheets.
Unlock clarity with Canoe x PrimePlus.
FAQ
PrimePlus® connects fund data and allocation details to calculate exposure across funds, segments, and the total portfolio, providing a fully integrated view of investments.
PrimePlus® provides detailed insights into data availability and identifies reporting gaps, showing clients exactly where discrepancies exist and why. This ensures a clear understanding of portfolio exposures and data completeness.
The services-tech hybrid nature of this offering means that after setup, Canoe clients will interact with PrimePlus® without needing to manage the integration, perform data validation, or otherwise jump between platforms for any reason.
Clients typically experience measurable time savings and improved transparency within the first month of implementation, depending on portfolio size and complexity.
Yes, the system is designed to manage diverse portfolios, including private assets held directly such as real estate, private businesses, and coinvestments, providing tailored dashboards and groupings for client-specific needs.
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