Coterie Capital

Coterie Capital is a corporate advisory firm based in Sydney, Australia, established in 2020 by Daniel Pi. The firm specialises in providing strategic advice to entrepreneurs, growth companies, and family offices across Australia and Asia. Their core services encompass capital raising, mergers and acquisitions (M&A), and broader strategic counsel. Coterie Capital differentiates itself through a flexible and solutions-agnostic approach to capital structures, offering bespoke solutions that can include equity, debt, or a combination thereof to best suit a client's specific requirements.

The company prides itself on its proprietary relationships and extensive network, valuing enduring connections over transactional terms. Every client engagement is led by a senior coverage professional, ensuring deep domain expertise and a proven track record are applied directly to each project, rather than being handed off to junior staff. This commitment to senior client coverage throughout the engagement is a key aspect of their service delivery.

Coterie Capital's expertise spans a diverse range of industries and sectors. These include technology, defence and space, FinTech and financial services, PropTech, fast-moving consumer goods (FMCG), clean energy, circular economy, carbon markets, industrials, AgTech, and real estate, among others. Their broad industry knowledge allows them to advise on complex transactions across various market segments and stages, from early-stage venture capital to late-stage acquisitions.

Beyond traditional corporate advisory, Coterie Capital has expanded its offerings with the launch of CoterieLabs, a strategic AI and data transformation consultancy. Co-founded by Daniel Pi and Christopher Cheung, CoterieLabs helps private equity-backed businesses identify and execute genuine operational improvements through artificial intelligence. They employ a proprietary 'Five Bearings' framework to map operational dimensions and pinpoint high-value AI opportunities.

Notable achievements for Coterie Capital include advising on five deals since its inception, demonstrating its active role in the Australian financial landscape. This includes acting as the exclusive financial adviser to PaySure (formerly ListSure) on a A$30 million securitisation warehouse facility in 2025 and advising RedEarth on a significant deal in the same year. Daniel Pi, as Managing Director and Founder, brings over 20 years of professional and investment management experience across the Asia-Pacific region, having previously held senior roles at Ellerston Capital, Deutsche Bank, and KPMG.