The Coterie 17+

Name: The Coterie
Rating: 5 (7 reviews)
Author: The Coterie

The Coterie

- 5,0 • Оценок: 7

- Бесплатно

Снимки экрана (iPhone)

Описание

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.

11 июл. 2024 г.

Версия 1.10.1

Stay on top of your capital calls with autopay.

5,0 из 5

Оценок: 7

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.

Разработчик The Coterie указал, что в соответствии с политикой конфиденциальности приложения данные могут обрабатываться так, как описано ниже. Подробные сведения доступны в политике конфиденциальности разработчика.