Covercy
Investment Management Products
  • Investor Portal
    Investor Portal

    Real-time fund performance tracking

  • Financial Operations
    Financial Operations

    Centralized bookkeeping and reporting

  • Distributions
    Distributions

    Automated capital distributions

  • Fundraising
    Fundraising

    Deal pipeline management

  • Fund AdministrationNew

    NAV and fund accounting services

Payment Solutions
  • US Banking
    US Banking

    FDIC-insured accounts & payments

  • International Payments
    International Payments

    Cross-border capital management

  • Covercy Prime
    Covercy Prime

    Off-plan sales platform for UAE

Integration Partners
  • Rent Manager
    Rent Manager

    Property income and expense sync

  • Thread Bank
    Thread Bank

    FDIC‑insured business banking

  • Investor Portal
    Investor Portal

    Real-time fund performance tracking

  • Financial Operations
    Financial Operations

    Centralized bookkeeping and reporting

  • Distributions
    Distributions

    Automated capital distributions

  • Fundraising
    Fundraising

    Deal pipeline management

  • Fund AdministrationNew

    NAV and fund accounting services

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Investor Management
  • Investment Management Software

    Capital tracking and reporting

  • Investor Communications

    Automated capital calls and updates

  • Investor Portal

    24/7 investor access

  • Investor Reporting

    Custom performance reports

Capital Raising
  • Capital Calls

    Automated fund collection

  • Deal Sourcing

    Track commitments and documents

  • Deal Flow Management

    Pipeline from soft to committed

  • Capital Stack Management

    Equity and debt visualization

  • Deal Marketing With InvestNow

    Branded deal page launch

Distribution Payments
  • Real Estate Syndication

    Automated subscription and compliance

  • GP/LP Structure

    Define splits and automate distributions

  • Profit Distribution Payments

    Domestic and cross-border payouts

  • Automated Distribution Waterfall

    Configure and automate waterfalls

  • Simple Pro Rata Distribution

    One-click proportional distributions

CRE Banking
  • Fund Administration

    Outsourced bookkeeping and NAV

  • Paid-In Capital

    Real-time contribution tracking

  • Uncalled Capital (Dry Powder) Management

    Monitor and forecast liquidity

  • CapEx Management

    Budget and vendor payment management

  • Investment Management Software

    Capital tracking and reporting

  • Investor Communications

    Automated capital calls and updates

  • Investor Portal

    24/7 investor access

  • Investor Reporting

    Custom performance reports

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Discover
Articles & Insights

Expert insights, guides, and best practices

About

Our story, mission, and team

Help Center

FAQs, tutorials, and support docs

Covercy Pay

Payment solutions for real estate

Contact

Get in touch with our team

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Pricing
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Investor PortalFinancial OperationsDistributionsFundraisingFund Administration
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Not your standard
investment management platform.

One click to fundraise. One click to distribute. One click to grow.

Book a Demo
Covercy investor portal dashboard with real-time performance metrics
Investment management solutions by Covercy
Covercy fundraising workspace with investor updates
Investment management solutions by Covercy
Covercy financial operations dashboard overview
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The Covercy Platform

Everything you need to scale your real estate firm — all in one place.

Investor Portal

Covercy’s intuitive investor portal solution gives your LPs a one-stop dashboard to see real-time investment performance, view & download important documents like K-1s and agreements, and contribute to your exciting new opportunities in just one click.

See all investor portal features
Investment management solutions by Covercy

Fundraising

From attracting new investors with engaging deal pages to making it quick and easy for LPs to invest in just a few clicks, Covercy gives GPs a powerful fundraising control center that handles it all from start to finish.

See all fundraising features
Fundraising control center overview

Distributions

Only Covercy makes distribution payments this simple. Thanks to customizable waterfall models fully integrated with Excel, you can make one-click distributions, track and reconcile all payments down to the cent, and instantly integrate transaction data with third-party accounting systems. All from a single platform.

Learn more about distributions
Distribution waterfall configuration in Covercy

Payments

Tailored for real estate transactions, Covercy facilitates the rapid movement of large sums needed to close deals, make distribution payments, or accept capital contributions, offering services like electronic verification and real-time tracking. Our focus on the real estate sector ensures that funds are transferred swiftly and securely, crucial for timely deal closures.

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Real estate payment platform interface

Financial Operations

Covercy’s financial operations (FinOps) framework automates back-office tasks by automating payments, connecting bank accounts, and integrating accounting and property management tools — all in one powerful investment management platform. Integrated data means maximizing your time, effort, and ultimately, revenue.

Experience the FinOps engine
Covercy financial operations dashboard

The Covercy Difference

Covercy goes beyond traditional investment management functionality by introducing a smart and intuitive feature set designed to accelerate growth for real estate firms.

Unmatched Transparency

The Covercy platform is designed with transparency in mind. With data centralization as the primary focus, Covercy integrates accounting, banking, and property management tools into one always-updated and always-accurate investment management dashboard for GPs and investors.

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Covercy investor and GP dashboard showcasing unified data

Investment Management, Simplified

With so many variables to manage — investors, payments, properties, funds, the list goes on — software should be the simplest part of your day. The Covercy platform gives both GPs and investors a clean user interface, easily digestible dashboards, and streamlined data workflows for a smooth and friction-free experience every time you log in.

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Covercy interface highlighting an intuitive investor experience

One Platform for Infinite Scale

The Covercy platform empowers GPs to focus on the areas that matter most for growth. By taking time-consuming, error-prone administrative tasks off your plate, you’ll have more time to nurture relationships, close deals, develop creative strategies, and drive long-term success for your firm.

Learn more
Covercy growth enablement illustration with expanding buildings

What Our Clients Say

Covercy reviews sourced by G2

Integrations

Covercy makes it easy to integrate the data, workflows, and finance that drive your operations and more.

Explore Integrations
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Investment management like you’ve never seen it before.

Get Started with Covercy Today
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Product

Investor PortalFundraisingDistributionsPaymentsFinancial OperationsCovercy Prime

Solutions

Distribution PaymentsPerformance ReportingInvestment Database ManagementInvestor PortalFundraising Pipeline ManagementCross Border PaymentsFund Administration

Resources

Articles & InsightsHelp CenterContact SalesFeaturesEventsCommercial Real Estate Investing

Legal

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Company

AboutContact usPartnershipCovercy Pay

Banking services:

*Covercy is a financial technology company, and is not an FDIC-insured bank. Banking services provided by Thread Bank, Member FDIC.

The Covercy Visa Debit Card is issued by Thread Bank, pursuant to a license from Visa U.S.A. Inc. and may be used everywhere Visa is accepted.

**Your deposits qualify for up to $3,000,000 in FDIC insurance coverage when Thread Bank places them at program banks in its deposit sweep program. Your deposits at each program bank become eligible for FDIC insurance up to $250,000, inclusive of any other deposits you may already hold at the bank in the same ownership capacity. You can access the terms and conditions of the sweep program at https://thread.bank/sweep-disclosure and a list of program banks at https://thread.bank/program-banks. Please contact customerservice@thread.bank with questions on the sweep program. Pass-through insurance coverage is subject to conditions.

Payment services:

Covercy Europe Limited. Registered in England No. 675000. Registered Office: 5 Elstree Gate, Elstree Way, Borehamwood, Hertforshire, WD6 1JD, UK

Covercy Technological Trading Limited. Registered in Israel No. 57797. Registered Office: 3 Ha-Yetsira St, Ramat Gan 5252141.

Payment and e-money services (Non MIFID related products) are provided by The Currency Cloud Limited. Registered with the Dutch Chamber of Commerce in the Netherlands under number 72186178. Registered office Mr. Treublaan 7, 1097 DP, Amsterdam, Netherlands. CurrencyCloud B.V. is licensed and regulated by De Nederlandsche Bank as an Electronic Money Institution (Relation Number: R142701).

For United States, Payment services for Covercy Europe Ltd (Non-MIFID related products) are provided by Visa Global Services Inc. (VGSI), a licensed money transmitter (NMLS ID 181032) in the states listed here. VGSI is licensed as a money transmitter by the New York Department of Financial Services. Mailing address: 900 Metro Center Blvd, Mailstop 1Z, Foster City, CA 94404. VGSI is also a registered Money Services Business (“MSB”) with FinCEN and a registered Foreign MSB with FINTRAC. For live customer support contact VGSI at (888) 733-0041.

Payment and e-money services (Non MIFID related products) are provided by The Currency Cloud Limited. Registered in England No. 06323311. Registered Office: 1 Sheldon Square, London, W2 6TT, United Kingdom. The Currency Cloud Limited is authorised by the Financial Conduct Authority under the Electronic Money Regulations 2011 for the issuing of electronic money (FRN: 900199)

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