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The Coterie

The Coterie

by The Coterie

7 ratings
5 reviews
With Ads
💼 Business
💰 Finance

Archived App (Last seen on 28 Jul 2025)

This is an archived listing of the app previously available on the App Store.

Although the app is no longer distributed by Apple, you can still view its description, screenshots, version history, ratings, and metadata for reference.

Details

  • Released
  • Updated
  • September 11, 2023
  • July 9, 2025

Developer

The Coterie
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⭐5
Reviews↘︎
❓8 answered
FAQ↘︎
📦w/o updates
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About

Manage all your private fund investments in one place. Track performance, access tax documents, and handle capital calls seamlessly. Integrates with various fund providers for a unified view of your portfolio.

✓Unified fund investment view
✓Performance tracking
✓K-1 document access
✓Capital call payments
✓Cross-platform integration
✓Portfolio company exposure
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What's New in The Coterie

1.24

July 9, 2025

Bug fixes and performance improvements

User reviews

Most RecentHighest RatedLowest Rated

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.
CrissCrossJumpJumpJumpCrissCrossJumpJumpJump

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.
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canadiancowcanadiancow

Stunning and Intuitive

Wow, this app is GORGEOUS! Not just easy on the eyes, but navigation is a cakewalk too. Made my first fund investment without breaking a sweat. Kudos to the design team!
ThebestguyinthewholeworldThebestguyinthewholeworld

No Nonsense, Just Results

So, here’s the deal: You get a sleek design, no more portal juggling, easy capital call payments, and sweet, SWEET customer service. Need I say more?
mistermachinemistermachine

It’s about time

This is the product I’ve been waiting for for years.
StrongrunnerinchicagoStrongrunnerinchicago

FAQ

What is The Coterie?

The Coterie is a private fund management tool designed for individual investors. It allows users to view fund performance, access tax documents like K-1s, and manage capital calls all within a single application.

Does The Coterie have ads?

Yes, The Coterie contains advertisements. As an ad-supported application, these ads help fund the services provided to users.

What devices does The Coterie support?

Currently, The Coterie is available for iPhone devices. Support for other platforms may be added in future updates.

How secure is The Coterie for managing financial data?

The Coterie is designed as a private fund management tool, implying a focus on security for sensitive financial information. Specific security protocols are not detailed in the provided description.

Can I pay capital calls through The Coterie?

Yes, The Coterie allows users to easily pay capital calls directly through the app. It also offers the option to earn competitive interest with The Coterie Cash account.

What kind of insights does The Coterie provide?

The Coterie offers clear and comprehensive insights into fund performance, including high-level metrics and detailed financial summaries. It also helps users discover their exposure to portfolio companies across different funds.

How often is The Coterie updated?

The Coterie was last updated on 2025-07-09 with version 1.24. This indicates a relatively recent update, suggesting ongoing development and maintenance.

What is the age rating for The Coterie?

The Coterie has an age rating of 17+, indicating it is intended for mature users due to the nature of financial management and investment topics.