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Covercy

Covercy One — The all-in-one platform for CRE fund managers.

Investment Management
  • Investor Portal

    A branded, self-serve home for your investors

  • Financial Operations

    End-to-end financial operations for your firm

  • Fundraising

    From interested investor to funded in minutes

  • Distributions

    Calculate waterfalls, pay, and reconcile in clicks

  • Integrations

    Yardi, Rent Manager, NetSuite and more

Fund Administration
  • Fund Administration

    Professional fund admin, one integrated platform

  • DTCC / AIP Connectivity

    Connect your fund to the DTCC/AIP network

  • Transfer Agent

    Cap tables, subscriptions, and investor registers

  • Full NAV Administration

    Audit-ready fund accounting and NAV

  • K-1 & Tax Support

    Reconciled books that make K-1 season painless

Automated Payments & Banking
  • Covercy Pay

    Cross-border money transfers

  • US Banking

    Bank accounts for every fund and asset

  • Covercy Prime

    Payment plans and collections for property sellers

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Articles & Insights

Expert insights, guides, and best practices

About

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Help Center

Guides and answers for Covercy One

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FAQs and support docs for Covercy Pay

Contact

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Product

PlatformInvestor PortalFundraisingDistributionsPaymentsFinancial OperationsCovercy PrimeNeoThread BankRent Manager IntegrationCovercy + Rent Manager

Solutions

SolutionsInvestment Management SoftwareInvestor PortalInvestor CommunicationsInvestor ReportingPerformance ReportingCapital CallsDeal SourcingFundraising Pipeline ManagementCapital Stack ManagementDistribution PaymentsGP/LP StructureReal Estate SyndicationPro-Rata DistributionDistribution WaterfallProfit DistributionFund AdministrationFund Administration SoftwarePaid-In CapitalCapEx ManagementUncalled CapitalTransfer FundsCross Border PaymentsFund Administration ServicesTransfer Agent ServicesDTCC AIP ConnectivityK-1 Tax SupportFundraising for SyndicationsSS&C vs CovercyApex vs CovercyAlter Domus vs CovercyUltimus vs CovercyStandish vs Covercy

Resources

Articles & InsightsHelp CenterCovercy Pay HelpContact SalesRequest a DemoCommercial Real Estate InvestingPCP Flow Case StudyCRE Deal Structures Guide

Legal

International Payments - Terms of UseCovercy GP - Terms of UsePrivacy & Cookie PolicyComplaintsCovercy GP Business Deposit Account AgreementCovercy VISA Debit Cardholder AgreementRegulationElectronic Disclosure & ConsentSitemap

Company

AboutCareersContact usContact SupportSign UpPartnershipReferral ProgramCovercy PayRadcliffe

Banking services:

Covercy is a financial technology company and is not an FDIC-insured bank. Banking services provided by Thread Bank, Member FDIC. FDIC deposit insurance covers the failure of an insured bank. Certain conditions must be satisfied for pass-through deposit insurance coverage to apply. The Covercy Visa debit card is issued by Thread Bank, Member FDIC, pursuant to a license from Visa U.S.A. Inc. and may be used anywhere Visa cards are 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: 7 Menachem Begin Rd, Ramat-Gan, Israel 5268102.

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)

© 2026 Covercy. All rights reserved.

Resources & Insights

Explore our collection of guides, articles, and insights about real estate investment management.

Popular Tags

Showing 12 of 159 articles
cre investor document management
GP Operations5 min

Investor Document Management Simplified | Covercy

The right investor document management tool can make all the difference. Learn how Covercy software is making document management simple.

Covercy
Jul 15, 2023
create a k1
Compliance8 min

Create A K1 For Real Estate Investors | Covercy

Everything you need to know about how to create a K1 for your investors & how to streamline the process along the way.

Kristen Erickson
Jul 15, 2023
Distribution

Calculate and execute payment distributions and tax documents fast with new automation features. with CRE K-1 distribution software empower your investors with better data. Smart Distribution Automation Pro-rata calculations Auto-calculate […]

Covercy
Jul 15, 2023
Distribution

Waterfall models in real estate have been around for a while, but now automated waterfall distributions are changing the industry. Read how.

Tom Gil
Jul 14, 2023
Other9 min

Explore the importance of NOI & GPR for commercial real estate investing. Learn more about these metrics for better investment decisions.

Tom Gil
Jul 14, 2023
GP Operations8 min

Managing clients' investments and the time to calculate real estate distributions can be a daunting task for CRE investment managers. But Covercy has a solution!

Covercy
Jul 14, 2023
Investor Management4 min

Today more than ever, a multifamily investment software solution is needed to help GPs streamline their entry or expansion into new markets.

Covercy
Jul 11, 2023
Asset Classes3 min

Exploring retail commercial real estate opportunities? Learn what’s driving growth in this industry — and what’s needed to achieve success.

Covercy
Jul 11, 2023
Asset Classes3 min

Considering office commercial real estate opportunities? Get three tips to maximize your success with the right technology platform.

Covercy
Jul 10, 2023
GP Operations10 min

Learn Covercy's guide to the importance of investor relations in real estate investment, your role as a GP, and strategies to maintain relationships with LPs.

Tom Gil
Jul 10, 2023
Banking8 min

NACHA vs. ACH vs. Wire vs. Paper Checks. What's the best way for GPs to make quarterly distribution payments to investors?

Kristen Erickson
Jul 10, 2023
Asset Classes3 min

Commercial real estate opportunities abound for professionals willing to take a look at current processes and try new tools.

Covercy
Jul 9, 2023
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