How Canoe Intelligence Uses AI to Eliminate Private Fund Data Chaos

In this episode, Stan Altshuller sits down with Michael Muniz, Co-founder and Chief Strategy Officer of Canoe Intelligence, to discuss how AI is reshaping private fund data management. Together, they unpack the real-world challenges asset allocators and institutional investors face when dealing with scattered PDFs, manual data entry, and fragmented post-investment workflows - and how Canoe’s automation engine solves these bottlenecks at scale.

You’ll hear how one global bank reduced a 500-person operations team to just 25, why many AI initiatives in finance fail, and what true end-to-end automation looks like for alternative investments. If you’re ready to move from document chaos to data clarity, this conversation shows how AI can unlock transparency, productivity, and alpha in the private markets.

Key Moments: 

01:12 "Fintech Leaders Solving Big Problems"

04:55 "From Fintech to Founding Canoe"

09:29 Streamlining Institutional Asset Servicing

12:35 "Enhanced Efficiency Through Automation"

13:37 "Technology, Leverage, and AI Evolution"

19:13 "Democratizing Private Capital Markets"

21:31 "Future of Data Transparency"

About the guest: 

Michael Muniz is the Chief Strategy Officer and a co-founder of Canoe Intelligence. For the first seven years, Michael served as Chief Revenue Officer, where he built out Canoe’s commercial engine and forged key relationships with clients, prospects, and partners. Under his guidance, Canoe has transformed the post-investment operational workflows for investors in private and alternative funds, making data access and transparency as seamless as checking a Fidelity account. Through his leadership, Michael continues to shape Canoe’s mission to streamline operations for college endowments, family offices, funds of funds, insurance companies, and many other institutional investors.

Connect Michael : https://www.linkedin.com/in/michael-muniz-94174214/

About the host : 

Stan Altshuller is a leading figure at the intersection of fintech and artificial intelligence. As an investor, founder, and advisor, he has collaborated with some of the world’s top hedge funds, asset managers, and data companies, helping them leverage technology for smarter decision-making and growth. Stan hosts the Momentum podcast, where each week he shares practical AI strategies designed to help financial professionals cut through the noise, beat data overload, and build intelligent, data-driven workflows. With a passion for exploring what’s next in finance, Stan empowers his audience to stay ahead of the curve by turning ideas into actionable results.

Connect Stan : 

LinkedIn Profile: https://www.linkedin.com/in/stanalt/

Website www.acadia.im