The Coterie 17+
The Coterie
-
- Free
iPhone Screenshots
Description
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.
What’s New
Version 1.19
Bug fixes and performance improvements
Ratings and Reviews
Finally, They Got Something Right
Well, it’s about time someone made an app that doesn’t make me want to hurl my phone across the room. No more wrestling with PDFs or stumbling through clunky portals — and, surprisingly, it’s not hideous to look at. I half-expected their customer support to be a disaster, but shocker, they actually respond like they care. I guess miracles do happen.
Great experience
Easily takes care of all my capital call needs. Love the support features where I can message them whenever I want! Super efficient and pretty app.
It’s about time
This is the product I’ve been waiting for for years.
App Privacy
The developer, The Coterie, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Data Linked to You
The following data may be collected and linked to your identity:
- Financial Info
- Location
- Contact Info
- Identifiers
- Usage Data
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- User Content
- Search History
- Diagnostics
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Information
- Seller
- COTERIE.ME, INC., THE
- Size
- 47.8 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 17.0 or later.
- Languages
-
English
- Age Rating
- 17+
- Copyright
- © The Coterie 2024
- Price
- Free