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.
Individual fund investments tracked
Capital call payments made in first quarter of service