Canoe
Katharine Sheppard has a diverse work experience that spans several companies and roles. Katharine is currently working at Canoe as a Client Success Manager, a position they have held since January 2022. Prior to this, they were a Senior Client Success Associate at Canoe from May 2021 to January 2022. Katharine also worked as a Client Success Associate at Canoe from September 2019 to May 2021.
Before joining Canoe, Katharine gained experience at Progeny 3, Inc. where they worked as an Investment Operations Assistant from August 2018 to September 2019. In this role, they were responsible for managing the reporting of the investment portfolio using various software platforms and assisting with evaluations of potential new investment opportunities.
Additionally, Katharine had internship experiences at Progeny 3 INC during their academic years. Katharine worked as a Winter Intern from December 2016 to January 2017, a Summer Intern from May 2016 to August 2016, and another Summer Internship from May 2015 to August 2015.
Katharine Sheppard achieved a Bachelor's degree in History and Politics & International Affairs from Wake Forest University from 2014 to 2018.
Canoe
Canoe Intelligence is a first-of-its-kind technology that allows allocators to unlock their data. Canoe reimagines operational workflows and enables clients to transform their processes in order to eliminate manual data entry. By combining industry expertise with the most sophisticated data capture technologies, Canoe automates the digitization of PDF reporting documents into actionable data and intelligence for institutional investors, allocators, and asset servicing firms. With Canoe, clients refocus capital and human resources on business performance and growth. Canoe’s AI-driven platform was developed in 2013 for Portage Partners LLC, a private investment firm, and is relied upon by hundreds of institutional investors, service providers, family offices, and allocators.