The Coterie (Financial Software) Overview
- Year Founded
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2021
- Status
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Acquired/Merged
- Employees
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16
- Latest Deal Type
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M&A
The Coterie (Financial Software) General Information
Description
Operator of a lending and investment platform intended to provide financial products. The company's platform offers financial products that cover the entire financial life cycle, from lending to investments to estate planning to secondary lending, a pre-IPO company investing, estate planning and mortgage based on assets instead of income, enabling clients to manage their funds and investments.
Contact Information
Website
www.thecoterie.coCorporate Office
- 77 Geary Street
- Floor 5
- San Francisco, CA 94108
- United States
Corporate Office
- 77 Geary Street
- Floor 5
- San Francisco, CA 94108
- United States
The Coterie (Financial Software) Valuation & Funding
| Deal Type | Date | Amount | Raised to Date | Post-Val | Status | Stage |
|---|---|---|---|---|---|---|
| 4. Merger/Acquisition | 23-Jul-2025 | Completed | Generating Revenue | |||
| 3. Early Stage VC (Series A) | 24-Oct-2022 | Completed | Generating Revenue | |||
| 2. Early Stage VC (Series A) | 01-Dec-2021 | $5.9M | $40.9M | Completed | Startup | |
| 1. Seed Round | 05-Apr-2021 | $35M | $35M | Completed | Startup |
The Coterie (Financial Software) Cap Table
| Stock | # of Shares Authorized |
Par Value | Dividend Rate (%) | Original Issue Price |
Liquidation | Liquidation Pref. Multiple |
Conversion Price | % Owned |
|---|---|---|---|---|---|---|---|---|
| Series A | ||||||||
| Seed-2 | ||||||||
| Seed-1 | 4,891,365 | $0.000010 | 8% | $6.99 | $6.99 | 1x | $6.99 | 26.14% |
The Coterie (Financial Software) Related Research & Analysis
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The Coterie (Financial Software) Signals
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Majestic Referring Domains
The Coterie (Financial Software) Former Investors (10)
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds |
|---|---|---|---|---|
| Andreessen Horowitz | Venture Capital | Minority | ||
| Angel (individual) | Minority | |||
| Angel (individual) | Minority | |||
| Gradient Ventures | Venture Capital | Minority | ||
| Initialized Capital | Venture Capital | Minority |
The Coterie (Financial Software) FAQs
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When was The Coterie (Financial Software) founded?
The Coterie (Financial Software) was founded in 2021.
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Where is The Coterie (Financial Software) headquartered?
The Coterie (Financial Software) is headquartered in San Francisco, CA.
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What is the size of The Coterie (Financial Software)?
The Coterie (Financial Software) has 16 total employees.
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What industry is The Coterie (Financial Software) in?
The Coterie (Financial Software)’s primary industry is Financial Software.
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Is The Coterie (Financial Software) a private or public company?
The Coterie (Financial Software) is a Private company.
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What is The Coterie (Financial Software)’s current revenue?
The current revenue for The Coterie (Financial Software) is .
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How much funding has The Coterie (Financial Software) raised over time?
The Coterie (Financial Software) has raised $80.9M.
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Who are The Coterie (Financial Software)’s investors?
Andreessen Horowitz, , , Gradient Ventures, and Initialized Capital are 5 of 10 investors who have invested in The Coterie (Financial Software).
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When was The Coterie (Financial Software) acquired?
The Coterie (Financial Software) was acquired on 23-Jul-2025.
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Who acquired The Coterie (Financial Software)?
The Coterie (Financial Software) was acquired by Allocate.
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