Elevating private fund management

End-to-end investment management for GPs and LPs
Sample LP dashboard of fund reporting metrics

Supporting LPs of the world’s best funds

For GPs
A single place to manage your LPs
Manage the LPs investment lifecycle from merchandising to distribution
Merchandising
Subscription  docs
Capital calls
Reporting
Data rooms are a thing of the past. Create digital PPMs, customize marketing highlights, and invite investors to new fundraises.
Save on legal fees and review times with simple and optimized digital completion of your fund’s sub docs. Fund admins and counsel can collaboratively review and approve subscriptions using The Coterie Ops Portal. We also support KYC/AML and Accredited Investor verification. Complete, correct and countersign all with The Coterie.
Manual payment reconciliation is a thing of the past. Automate issuance and soon, reconcile your capital calls. Get paid faster with autopay on your LPs’ The Coterie app.
Say goodbye to PDFs and web portals from the 1990s. Report performance to LPs through a beautiful, modern experience on both mobile and web.  LPs can still access PDFs like capital account statements and tax documents with The Coterie's digital locker.
For LPs
Never log into a portal again
A single place to pay capital calls and see performance across all of your private fund investments, regardless of portal
Portfolio reporting
Fund reporting
Capital calls
Digital locker
Analyze performance and plan for future capital calls across all your funds, all in one place. Connect any venture or private equity fund investment to The Coterie, no matter how you invested.
Dive into the details of your investments. See your full capital account and fund portfolio companies. We digitize your schedule of investments and calculate your exposure to each company, so you can track who’s making an impact on your funds.
No more PDF downloads, manual wire inputs, and phone calls. View and pay all of your capital calls on The Coterie using a single tap. Autopay lets you fund capital calls automatically from your account.
Stop hunting down PDFs during tax season. Fund documents like year-end K-1s are all available in The Coterie digital locker. Send them to your accountant with a single tap.
Garry Tan
Founder,
Initialized Capital

"Using The Coterie's tool was a massive relief for me and for our IR and legal teams. This is a no brainer."

Jen Kha
Investor Relations, a16z

"The process with The Coterie was so streamlined, that was amazing!"

Get a demo today
For GPs
Meet with our team to learn more about how The Coterie can help your fund’s operations, administration, and legal teams save time and money.
Schedule a demo
For LPs
Sign up today and start managing your fund investments.
Sign up
Products
For LPsFor GPs
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The information provided above was prepared by The Coterie.Me, Inc. regarding products and services to be offered by The Coterie.Me, Inc. Information relating to, or visual depictions of, fund managers are for illustrative purposes only. None of the information is intended as a recommendation to purchase any fund interest and/or security. References to “The Coterie”, “our” and “we” throughout this website refer to The Coterie.Me, Inc., unless otherwise specified. Certain tools referenced herein are under development and not yet available.  Information related to, or visual depictions of, those tools are for illustrative purposes only.  There is no guarantee that these tools will become available. For more information, please contact us.