# The Coterie > Private fund management tool for investors to track performance and manage capital calls. (iPhone/iPad app by The Coterie.) - Source: https://appshunter.io/ios/app/the-coterie/id1580627660 (this page in markdown: same URL + `.md`) - Developer: [The Coterie](https://appshunter.io/developer/1580627662) - Category: Finance, Business - Price: Free - Rating: 5.00/5 from 7 App Store ratings · 5 written reviews indexed - Age rating: 17+ - Requires: iOS 17.0 · 42 MB - Languages: American English - Released: 2023-09-11 - Data updated: 2026-06-10 - Monetization: ad-supported - User reviews in markdown: https://appshunter.io/ios/app/the-coterie/id1580627660/reviews.md ## What is The Coterie? Welcome to The Coterie: Your all-in-one private fund management tool The Coterie offers industry-leading private fund reporting for individual investors. Discover a smarter, more efficient way to manage your funds. ALL YOUR FUND INVESTMENTS, ONE APP View performance, access K-1s, pay capital calls, and more, all in one place. SEAMLESS INTEGRATION ACROSS PLATFORMS Whether your funds are with Carta, AngelList, Standish, or another provider, say goodbye to the hassle of multiple portals and endless PDFs. CLEAR AND COMPREHENSIVE INSIGHTS - Fund performance: Understand your investments with high-level metrics and detailed financial summaries. - Look through: Discover your exposure to portfolio companies across funds. STREAMLINED CAPITAL CALLS No more initiating manual wires with your bank. Easily pay capital calls through our app while earning competitive interest with The Coterie Cash account. PRIVATE FUND AND COMPANY INVESTING Access top-tier fund and private company investments through The Coterie. ## Key features - Unified fund investment view - Performance tracking - K-1 document access - Capital call payments - Cross-platform integration - Portfolio company exposure ## Recent user reviews (5 of 5) All indexed reviews: https://appshunter.io/ios/app/the-coterie/id1580627660/reviews.md ### 5/5 — Great experience *2023-09-22* 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. ### 5/5 — Finally, They Got Something Right *2023-09-18* 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. ### 5/5 — Stunning and Intuitive *2023-09-18* 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! ### 5/5 — No Nonsense, Just Results *2023-09-12* 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? ### 5/5 — It’s about time *2023-09-12* This is the product I’ve been waiting for for years. ## Frequently asked questions about The Coterie ### 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. ## Version history (last 5 releases) ### 1.24 — 2025-07-09 Bug fixes and performance improvements ### 1.22 — 2025-04-18 Bug fixes and performance improvements. ### 1.21 — 2025-02-24 Bug fixes and performance improvements ### 1.19 — 2025-01-24 Bug fixes and performance improvements ### 1.18 — 2024-12-20 Paying capital calls is now even easier with our improved experience, featuring faster payments, simpler autopay management, and a redefined banking experience. --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-10.*