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Canoe
AI platform for alternative investments
- 101-200 employees
- Fintech
- B2B
- Artificial Intelligence
- Investing
- SaaS
- Capital Markets
- 307 Canal Street New York, NY
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Company mission
To unlock efficiencies in alternative investment processes by introducing purpose-built automation into the workflows of institutional investors, asset servicers, capital allocators and wealth managers.
Otta's take
Theo Margolius
COO of Otta
The internet presents itself as a seemingly infinite source of crucial information, particularly when it comes to financial information to inform smart investment. However, the sheer amount of data available makes it incredibly difficult to mine, aggregate and analyze in a way that is fast and efficient enough to be useful.
Canoe leverages AI technology to automate the analysis of investment data, including document collection, data extraction, categorization and validation. The technology is provided in the form of cloud-based tools, API packages and integrated portals, ultimately aiming to present a unified system in which investors can tackle the inefficiencies of manual investment data analysis.
It's undeniable that other automated data analysis services are available, but the unified nature of Canoe makes it stand out as a solution with a lot of potential. The company is currently focused on accelerating expansion into European markets, growing its team, and further optimisation and development of its product offerings.
Benefits
- Intracompany committees
- Team based strategic planning
- Group brainstorming sessions
- Health/Dental/Vision Benefits
- Life Insurance
- Wellness Programs
- Commuter Benefits
- Company Outings
- Happy Hours (Club Canoe) are hosted once a month, and impromptu happy hours are sprinkled in between!
- Education reimbursement
- Onsite and virtual training courses
- Attendance at job related conferences and seminars
- Monthly Lunch and Learns
- Cross functional training encouraged
- Promote from within
- Customized development tracks
- 401(K)
- Company Equity
- Performance Bonus
- Unlimited PTO
- Paid Holidays
Company values
- Client First - Listen, and deliver client-centric solutions
- Be An Owner - Take initiative, improve situations, drive positive outcomes
- Excellence - Always set the highest standard for yourself and others
- Win Together - 1 + 1 = 3
Funding (1 round)
Feb 2023
$25m
SERIES B
$25m
Total funding
This company has top investors
Founders
Jason Eiswerth
(CEO)Extensive experience in financial services and business development. Held various Board positions and served as Managing Director at firms such as Nima Capital.
Jobs (3)
Marketing
Finance, Legal & Compliance
