# The Coterie: Software, Palo Alto, United States

> The Coterie: Elevating private fund management Based in Palo Alto, United States. Founded 2021. What Millionrounds holds on them, and what we have not seen.

Source: https://millionrounds.com/startup/the-coterie (Millionrounds; every figure on the page links to its filing or article)

United States · [Software startup](https://millionrounds.com/companies)

# The Coterie

Elevating private fund management

Funding reported Last round: Series A

Software Palo Alto, United States

Company summary

- **Founded:** 2021 5 years old
- **Team:** 11 11 to 50 people
- **Funding reported:** $50M in dollars
- **Last round:** Series A Oct 2022

How sure we are

- ✓ **Listed** We know it exists and what it does
- 2 **Funding reported** A company dataset reports a raise
- 3 **Observed** A filing or a dated announcement confirms a round

No round for The Coterie has been confirmed by a filing or an announcement yet, so nothing here counts toward an investor's record. [How we decide](https://millionrounds.com/methodology)

## What company datasets say The Coterie raised

Funding, as reported

Reported in all **$50M** in dollars

Rounds **3**

Last round **Series A**

Last round date **Oct 2022**

Investors listed **10**

## Founders and team

From The Coterie's own website: 1 founder, 24 on the team.

**Samir Kaji** Co-Founder, CEO & President

- **Matt Dunn** Chief Revenue Officer
- **Arthur Diochon** Head of Investment Research
- **Charlotte Malloch** Head of Feeder Operations
- **Jeremy Caron** Head of Engineering
- **Jon Gaudette** Head of AI
- **Owen Niland** Head of Fund Solutions
- **Tracy Gallagher** Head of Investment Strategy
- **Alejandro Gutierrez** Client Service Associate
- **Erik Hansen** Senior Counsel
- **Trust Allocate** Private Asset Manager Relationships
- **Alex Julian** Team
- **Aubrey Oesterle** Team
- **Austen McGregor** Team
- **Bobby Jordan** Team
- **Cooper Parks** Team
- **David Taylor** Team
- **Jeff Ridolfi** Team
- **Jeremy Diem** Team

And 6 more on the team.

## On a portfolio page

Investors who name them

- [Gradient](https://millionrounds.com/fund/gradient-ventures)

Each firm lists The Coterie on its own website. That is the firm's claim, a weaker thing than a round we watched, but a named source.

## Software in United States

Startups like it

- [**Pickleball Inc.** Dallas](https://millionrounds.com/startup/pickleball-inc)
- [**Coinbase Token Manager** San Francisco · founded 2013](https://millionrounds.com/startup/coinbase-token-manager)
- [**ConductorOne** Portland · founded 2020](https://millionrounds.com/startup/conductorone)
- [**DataPelago** Sunnyvale · founded 2021](https://millionrounds.com/startup/datapelago)
- [**Deeptune** New York · founded 2022](https://millionrounds.com/startup/deeptune)
- [**VentureKite** Miami · founded 2021](https://millionrounds.com/startup/venturekite)
- [**Datavolo** Peoria · founded 2023](https://millionrounds.com/startup/datavolo)
- [**HALO** Lewisville · founded 2019](https://millionrounds.com/startup/halo-2)

## Is this your company?

Add your raise, your deck and your story, and put The Coterie in front of investors. Or tell us what we have wrong.

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