Case study
Family office
A single family office with dozens of international private fund investments
The problem
Tracking and paying capital calls across private funds along with understanding fund performance and portfolio company exposure. The family office only has one member on staff to perform these tasks.
Our solution
The Coterie LP Platform: The Coterie’s platform for LPs perfectly fit our family office client’s needs.
• Capital calls are issued and payable directly from The Coterie mobile and web apps
• Performance is reported centrally along with individual portfolio company exposure calculations
LPs in the fund are able to access all of these products across mobile and web, saving the customer’s IR, legal, and finance team hundreds of hours.
>20
Individual fund investments tracked
>10
Capital call payments made in first quarter of service
Products
For LPsFor GPs
Case studies
Large VC firmFamily office
LoginLinkedInContact us
Terms of ServicePrivacy Policy
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. Certain tools referenced herein are under development and not yet available.  Information related to, or visual depictions of, those tools are for illustrative purposes only.  There is no guarantee that these tools will become available. For more information, please contact us.