Investor · 1 deal
Sydney, NSW
Every published round Coterie Capital took part in, and every parcel of existing shares it bought off another holder. Deals we hold but haven't published yet are not counted.
| Company | Stage | Announced | Amount | Role | Alongside | Sources |
|---|---|---|---|---|---|---|
| Integrated Portfolio Solutions | Unnamed stage | 28 Feb 2022 | - | Participant | Coterie Capital, Australian FinTech |
Companies Coterie Capital has backed in a published round, and companies whose existing shares it bought off another holder.
| Company | What it does | First invested | Rounds | Led |
|---|---|---|---|---|
| Integrated Portfolio Solutions | 28 Feb 2022 | 1 | 0 |
Fund closes reported for Coterie Capital, as distinct from the investments it has made.
Companies Coterie Capital has backed that another company then bought. An exit for the holding, not a deal Coterie Capital did.
| Company | Bought by | Kind | Announced | Price |
|---|---|---|---|---|
| Integrated Portfolio Solutions | DASH Technology Group | Acquisition | 5 Sep 2024 | - |
| Name | Role | Sources |
|---|---|---|
| Christopher Cheung | CTO | Coterie Capital |
| Daniel Pi | Managing Director · Founder | Coterie Capital (31 Mar 2026), Coterie Capital (1 Aug 2023), Coterie Capital team page |
| Daniel Pi | Managing Director | Coterie Capital, Australian FinTech, Coterie Capital team page |
Stories naming Coterie Capital. Where several outlets covered the same round, they are bundled under whichever ran the fullest account.
Coterie Capital announces CoterieLabs, an AI consultancy co-founded by Daniel Pi and Christopher Cheung, offering AI opportunity assessments and pilots for private equity-backed businesses, initially focused on four Australian-relevant sectors.
Coterie Capital advised RedEarth Energy Storage on a reverse takeover with Health and Plant Protein Group, which has acquired over 90% of RedEarth's shares in a deal implying a combined value near $40m.
Also RenewEconomy
Payments platform PaySure has obtained a $30m warehouse facility to fund its real estate growth, with Coterie Capital advising on the deal and an unnamed Australian credit fund backing it.
Coterie Capital says it has cashed out its Huskee stake after the cup maker's sale to Five V-backed BioPak, with bosses at all three companies calling the deal a sustainability win.
Coterie Capital announces an investment in wealth platform Integrated Portfolio Solutions through a dedicated fund set up with Mantis Funds, with Coterie joining the IPS board.
Also Australian FinTech
The publisher announces it has invested in an unnamed wealth management platform, noting the business now administers ten billion dollars in funds. No company name, amount, or other investors are given.
Coterie Capital announces Travello raised $10 million in a Series B and acted as exclusive financial advisor; funds will support growth, product development and team expansion.
Also Startup Daily
Announcement that Mantis Funds is teaming with Isola Capital, Fullerton Fund Management sub-advising, to give Australian wealth clients access to a global private-markets fund-of-funds through a domestic feeder vehicle.