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Josh Whitcraft · Austin, Texas, United States.
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Profile updated Nov 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
About
Josh Whitcraft is Chief of Staff at Canoe Intelligence, coordinating teams around client learning, buying and adoption of the platform. His earlier work includes go-to-market leadership at Vista Consulting Group and sales and services roles at Addepar. He began his career as a Goldman Sachs financial analyst. His reported education includes Northwestern University and graduate studies at Columbia Business School and Columbia's School of International and Public Affairs.
Experience
Office of the CEOCurrent
Canoe Intelligence · New York, NY
Oct 2024 – Present
Canoe Intelligence reimagines alternative investment data processes for hundreds of leading institutional investors, capital allocators, asset servicing firms and wealth managers. By combining industry expertise with the most sophisticated data capture technologies, Canoe’s technology automates the highly-frustrating, time-consuming, and costly manual workflows related to alternative investment document and data management, extraction and delivery. With Canoe, clients can refocus capital and human resources on business performance and growth, increase efficiency, and gain deeper access to their data.
Director, Go-to-Market Consulting
Vista Equity Partners · Austin, Texas
2019 – 2021
Subject Matter Expertise: - TAM & Account Targeting - Market & Customer Segmentation - Services & Success Engagement Models - Organization Design & Compensation - Customer Journey & GTM Strategic Roadmap - Customer Health & Risk Management - Solution Adoption & Customer Value Realization - Revenue Retention & Account Growth - Operating Leading Metrics & Board Reporting
Education
- Columbia Business School — Master of Business Administration
- Columbia | SIPA — Master of International Affairs
Skills
Financial ModelingStrategyEntrepreneurshipInvestment ManagementProject ManagementGo-to-market StrategyHedge FundsInvestment BankingValuationFinancial StructuringData AnalysisPortfolio ManagementPrivate EquityEconomicsQuantitative AnalyticsMergers & AcquisitionsFinanceInvestmentsCapital MarketsBusiness DevelopmentForecastingBusiness ManagementFinancial AnalysisRecruitingEmerging MarketsProject PlanningMarket ResearchBusiness StrategyPerformance ManagementManagementThought LeadershipLeadershipCross-functional Team LeadershipTeam LeadershipPerformance ReviewsHigh Performance TeamsStatements of Work (SOW)Business Performance ManagementNetworkingStart-ups