The Coterie 1.6

The Coterie ❘ Freeware ❘
iOS
out of 7 votes

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Welcome to The Coterie: Your all-in-one private fund management tool.

The Coterie offers industry-leading private fund reporting for individual investors, providing a smarter and more efficient method for managing your funds.

<ul>
<li>ALL YOUR FUND INVESTMENTS, ONE APP: View performance, access K-1s, pay capital calls, and more, all in one place.</li>
<li>SEAMLESS INTEGRATION ACROSS PLATFORMS: Enjoy integration with platforms like Carta, AngelList, Standish, and others, eliminating the need for multiple portals and endless PDFs.</li>
</ul>

CLEAR AND COMPREHENSIVE INSIGHTS:
<ol>
<li>Fund performance: Gain insights into your investments through high-level metrics and detailed financial summaries.</li>
<li>Look-through: Explore your exposure to portfolio companies across funds.</li>
</ol>

STREAMLINED CAPITAL CALLS: Simplify the process by paying capital calls through our app without the need for manual wires with your bank. Earn competitive interest with The Coterie Cash account at the same time.

PRIVATE FUND AND COMPANY INVESTING: Access top-tier fund and private company investments through The Coterie.

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