Nov 18, 2025
Back to all posts.About PrimePlus®
PrimePlus® is a proprietary analytics and reporting platform developed by Prime Buchholz to support institutional investors in navigating complex, multi-asset class portfolios. Key features include private markets cash flow tracking, portfolio company exposure analysis, commitment pacing tools, and customizable reporting dashboards. ESG and DEI data overlays are also available.
Canoe Intelligence is a financial technology company offering AI-driven document automation and data extraction tools for alternative investors and service providers. Canoe’s platform is used to collect, organize, and structure private markets documents and data, helping firms reduce manual workload and improve operational accuracy across investment workflows.
Portsmouth, NH – Prime Buchholz LLC has expanded its private markets data workflow by integrating Canoe Intelligence’s document automation platform with PrimePlus®, the firm’s proprietary analytics system.
This enhanced integration is designed to help institutional clients manage private investment data more efficiently. It allows documents from fund managers to be automatically collected, checked for accuracy, and delivered directly into PrimePlus®, where clients can access portfolio performance metrics, company-level exposures, and more—all in one place and without relying on time-consuming manual processes.
“This development is part of our broader effort to reduce friction in the investment workflow and deliver timely, accurate data to our clients,” said Dan Ricci, Head of Information Systems at Prime Buchholz. “By integrating Canoe’s automation with our internal validation processes and analytics engine, we’re able to support greater transparency and operational efficiency—without compromising data quality.”
The unified system reflects a multi-year collaboration between the two firms. Prime Buchholz has long utilized Canoe to streamline document collection and data structuring. The enhanced integration adds an enrichment and quality control layer before data enters PrimePlus®, giving clients access to more complete and reliable private markets intelligence.
The integration aims to meet growing institutional demand for connected systems that bring together upstream data ingestion with downstream analysis. Prime Buchholz continues to evolve PrimePlus® in response to client feedback and the increasing complexity of portfolio oversight across alternative assets.