The Coterie

The Coterie is a software company based in Palo Alto, California, with 16 employees. The Coterie offers software solutions tailored for both General Partners (GPs) and Limited Partners (LPs) in private funds. For GPs, the platform streamlines fund management, covering functionalities from subscription through distribution, including fund merchandising, subscription documents, capital calls, and performance reporting. LPs benefit from a centralized platform to manage their capital calls and monitor performance across their private fund investments, regardless of the individual fund portals they use. The Coterie was founded by Ethan Agarwal, Jeson Patel, and Chris Boies, all entrepreneurs with experience in building and selling companies. Driven by their firsthand experience, they developed The Coterie to address the specific needs of the private fund industry. The company has secured $50 million in funding, led by Andreessen Horowitz, with investments from prominent figures such as Garry Tan, Gokul Rajaram, Mar Hershenson, and Stanley Tang. For more information, visit coteriepress.com/home. Loans are made by Coterie Finance LLC. Investment advisory services are provided through The Coterie Management Co LLC.