Where banking meets investment management

Finally, your investors, real estate, and even payments – all in one platform

Free Investment Management

Follow a manual added link

Up to 3.64% APY
Checking Accounts

Customizable
Waterfalls

Follow a manual added link

Automated Distribution Payments

Follow a manual added link

Fundraising
with Online Payments

Follow a manual added link

Investor Portal

Book a demo
cre fundraising software - covercy

Free Investment Management

Follow a manual added link

Up to 3.64% APY
Checking Accounts

Customizable
Waterfalls

Follow a manual added link

Automated Distribution Payments

Follow a manual added link

Fundraising
with Online Payments

Follow a manual added link

Investor Portal

Commercial Real Estate Investment Management Software
You Can Trust

Join fellow leading GPs who use our banking-embedded commercial real estate investment management platform to distribute payments, fundraise with capital calls, and earn interest on deposits every day.

icn sheild

Covercy is a financial technology company.
Payment & banking services provided by our regulated partners. Learn more –>

Automated
Distribution Payments

Covercy is CRE real estate investment management software

  • Online Distribution Payments
  • Automated Pro Rata Calculation
  • Tax Withholding

Explore distributions management ⟶

Pay your investors without leaving the platform

ACH Wire SWIFT SEPA Faster Payments
distribution payments
cre investment management toolportal

Elegant
Investor Portal

  • Structured performance reports
  • Shared documents
  • Pictures & videos of assets

Explore the portal ⟶

Instant
Covercy Wallet

icn fundraising

  • Automate Capital Calls and distribution payments
  • Open secure and FDIC-insured accounts
  • Earn up to 3.64% APY on your balances
  • Access Fund/Asset/GP level accounts
instant cre banking
central cre management

Scalable
Central Management

commercial real estate investment core

  • Investor data & positions repository
  • Eliminates countless spreadsheets
  • Investor insights

Explore investors & positions management ⟶

See What People Are Saying About Our Real Estate Investment Management Software

fca orbita logo

We started with a pilot to automate distributions and centralize investor management. We’ve tripled our Covercy usage within six months. We’re never going back to manual.

profusion logo

Covercy has allowed us to streamline our investor interaction through their direct deposit distribution option, document storage, and investor portal where investors can see their investment portfolio information regarding each asset.

beachfront logo

We have over 500 investors with thousands of capital calls & distributions dating all the way to the 90s. Our entire investor management now runs on Covercy. We’re 10 times more efficient than before.

b aviv logo

Before Covercy it felt like we were an accounting firm – that all we were doing was constantly making payments and dealing with bureaucracy, leaving us no time to truly grow our assets and portfolio. It was a colossal waste of time and energy.

DTI logo

One-click-Distributions are way better than the precious time we spent on quarterly distributions. We reduced liability & LPs no longer chase us to resend the same data. Game changer!

The Leading Solution for High-Net-Worth Backed Commercial Real Estate Investment Firms

Our commercial real estate investment management software is helping more than a hundred CRE firms better manage their properties and serve their valued investors.

105

CRE Investment Firms

6,400

High Net Worth Investors

$1.5B

CRE assets

2,200

assets & funds

Solutions

Capital Distributions

Document Sharing

Performance Reporting

Investment Database Management

Investor Portal

Fundraising Pipeline Management

Cross-Border Capital Calls & Distributions

Company

About

Covercy is the first real estate platform where banking meets investment management. Save time with our automated distribution & capital call payment processing, gain your LPs’ trust with our intuitive Investor Portal, and generate interest from capital funds held in your Covercy Wallet –  all in one platform.

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Banking services:

Banking provided by Choice Financial Group; Member FDIC. Deposits are insured up to at least $250,000 per depositor, per FDIC-insured bank, per ownership category. The APYs presented here are indicative as of May 3, 2023 and fluctuate as the interest rate changes

Payment services:

  • The Currency Cloud Limited (Non MIFID related products). Registered in England No. 06323311. Registered Office: Stewardship Building 1st Floor, 12 Steward Street London E1 6FQ. The Currency Cloud Limited is authorized by the Financial Conduct Authority under the Electronic Money Regulations 2011 for the issuing of electronic money (FRN: 900199)
  • 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.
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