The Coterie

Welcome to The Coterie: Your all-in-one private fund management tool
The Coterie offers industry-leading private fund reporting for individual investors. Discover a smarter, more efficient way to manage your funds.
ALL YOUR FUND INVESTMENTS, ONE APP
View performance, access K-1s, pay capital calls, and more, all in one place.
SEAMLESS INTEGRATION ACROSS PLATFORMS
Whether your funds are with Carta, AngelList, Standish, or another provider, say goodbye to the hassle of multiple portals and endless PDFs.
CLEAR AND COMPREHENSIVE INSIGHTS
- Fund performance: Understand your investments with high-level metrics and detailed financial summaries.
- Look through: Discover your exposure to portfolio companies across funds.
STREAMLINED CAPITAL CALLS
No more initiating manual wires with your bank. Easily pay capital calls through our app while earning competitive interest with The Coterie Cash account.
PRIVATE FUND AND COMPANY INVESTING
Access top-tier fund and private company investments through The Coterie.