The Coterie is a software platform that provides end-to-end investment solutions for private fund general partners (GPs) and limited partners (LPs). The Coterie enables GPs to manage their private funds throughout the entire lifecycle, from investor subscription and onboarding to distributions. The platform supports essential fund operations such as fund merchandising, subscription documents, capital calls, and performance reporting.
For LPs, The Coterie offers a unified platform to manage their investments across multiple private funds. This allows LPs to pay capital calls and access performance data in one place, streamlining a process that is often fragmented and time-consuming with legacy fund portals. More details about the LP experience are available in their blog post.
How was The Coterie started?
The Coterie was founded by Ethan Agarwal, Jeson Patel, and Chris Boies, all experienced entrepreneurs who previously founded and sold companies. Their backgrounds span fintech, software engineering, and legal services, which informed their approach to solving operational challenges in private fund management. The team started The Coterie after recognizing first-hand the need for efficient solutions in the private investment space. More about their story can be found on their About page.
Who uses The Coterie?
The Coterie’s customers include private fund GPs seeking to streamline fund operations and LPs looking for a consolidated interface to manage their private fund investments. Notable users include Garry Tan and Jen Kha, demonstrating traction with investors and fund managers operating at scale.
What makes The Coterie different?
The Coterie distinguishes itself by supporting both GPs and LPs with a modern, unified software platform that replaces multiple disconnected tools and manual workflows. Their end-to-end solution covers everything from onboarding and documentation to ongoing reporting and capital flows, aiming to increase efficiency and transparency in the private funds ecosystem.
Company Details
- Industry: Software Development
- Company Type: Privately Held
- Headquarters: Palo Alto, CA, United States
- Employee Count: 11-50
- Funding: Raised $50M led by Andreessen Horowitz, with participation from investors such as Garry Tan, Gokul Rajaram, Mar Hershenson, and Stanley Tang.
Use PromptLoop to Uncover Company Data
Looking for more company insights like this? PromptLoop helps you go deeper, providing unique data points and analysis on companies like The Coterie and many others. Automate your research and find the information that matters most. Discover how PromptLoop can accelerate your market intelligence. Get A Free Demo to learn more.