Your private investments, solved.

Sick of logging into web portals to download PDFs for capital calls and manually setting up wires?

Is it hard to track what privates you’ve invested in and how much they’re worth?

Scrambling to gather your K1s to send to your CPA?

We're going to make your life better.

Overview

Sick of logging into web portals to download PDFs for capital calls and manually setting up wires?

Is it hard to track what privates you’ve invested in and how much they’re worth?

Scrambling to gather your K1s to send to your CPA?

We're going to make your life better :)

Manage your capital calls

View and pay all of your capital calls from any fund in one place. You can pay directly from The Coterie or from an external account. We support investments both as an individual or through an entity.

Manage your capital calls

Track your performance

See your consolidated and individual private investment performance and capital account statements in one place.

Track your performance

See your consolidated and individual private investment performance and capital account statements in one place.

See your company exposure

See which companies you have direct exposure to through the funds you’ve invested in. You can see NAV by company, what percent of your portfolio it comprises, and any changes quarter by quarter.

Organize your digital documents

Access all your Capital Account Statements, Capital Calls, and Tax Documents in one hub. We also make it easy to share docs for multiple investments with a CPA.

See your company exposure

See which companies you have direct exposure to through the funds you’ve invested in. You can see NAV by company, what percent of your portfolio it comprises, and any changes quarter by quarter.

Organize your digital documents

Access all your Capital Account Statements, Capital Calls, and Tax Documents in one hub. We also make it easy to share docs for multiple investments with a CPA.

Investment access

Expand your private investment portfolio with access to world class managers.

Testimonials

“I never did anything with fund data... This is amazing.”

GP at multi-billion dollar venture firm

“The world desperately needs
this product.”

MD at bulge bracket bank

“You’re sitting
on gold.”

$18B family office managing director

Pricing

Frequently asked questions

How do I sign up?

The Coterie is currently in private beta. Click here to join our waitlist and learn more.

What types of funds do you support?

We currently support venture capital and private equity limited partnerships and LLCs. Please contact us to request support for a new asset class or fund type.

How do capital calls work with The Coterie?

You’ll receive a notification when new capital calls are issued. You can pay capital calls easily on our app or set up autopay from an external account. No more tedious wires and phone calls with your bank.

Where can I learn more about The Coterie?

We’re a new fintech company that builds financial products for high income people in tech and finance. We've raised almost $50m in capital from Andreessen Horowitz, Initialized Capital and others, and are a team of 14 that left Apple, Google, and Facebook to work on this.

How does it work?

The Coterie works directly with private funds to provide timely, accurate, and understandable information to LPs on our platform. We make it easy to understand performance, make capital calls, and access fund documents.

What kind of fund information is available?

The Coterie offers detailed fund-level performance data and a look-through to your ownership of underlying fund portfolio companies. We also aggregate portfolio company exposure across your private funds.

Do I need an iPhone?

Yes, The Coterie is currently only available for iPhone users.

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. The capital call management tools referenced herein are under development and not yet available. Information relating to, or visual depictions of, the capital call management tools are for illustrative purposes only. There is no guarantee that these capital call management tools will become available. For more information, please contact us.