Case study
Large venture capital firm
Learn about how The Coterie empowered one of the world's leading venture capital firms with >$10B in assets under management and dozens of funds.
The problem
Scaling sub docs, capital calls, and performance reporting to a friends and family fund with hundreds of individual LPs, and improving capital calls and performance reporting for employees with carry.
Our solution
Friends & Family The Coterie developed a comprehensive solution to handle our customer’s friends & family fund at scale. This included:
• Feeder fund structure
• Digital sub doc completion
• Fund administration and customer support
• Automated capital call management
• Best-in-class performance reporting
Employee Solution: We launched The Coterie platform to the funds’ dozens of internal employees with carry. This included:
• Comprehensive fund reporting and exposure (including carry)
• Automated capital call payments
The Coterie has replaced the fund’s investor portal for employees who have joined the platform.
Individual LPs and GPs added to The Coterie platform by Large VC firm