Crafting a fund management tool that stands out in a bland industry.

Coterie

Client
Coterie
Deliverables
Ideation
Product Strategy
Product Design
Webflow Development

Our work includes anchoring design at The Coterie, a fund management tool for some of Silicon Valley’s most famed venture capital firms. Fund management software is full of bland, drab, spreadsheet-esque experiences. Our goal was for the product to reflect both the high caliber clientele of investors using the product and the massive amount of funds flowing through the product. This led the transformation of a powerful and complicated tool into a premium and easy-to-use multi-modal experience. Our work included an iOS and web client-facing app, as well as a web-based B2B fund administration platform. The Coterie’s design is regularly the focus of attention in demos and meetings with high profile tech and finance executives.

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