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.
>500
Individual LPs and GPs added to The Coterie platform by Large VC firm
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For LPsFor GPs
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Large VC firmFamily office
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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.