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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

Our story, mission, and team

Help Center

Guides and answers for Covercy One

Contact

Get in touch with our team

Product Updates

The latest Covercy One features and improvements

Covercy Pay Help

FAQs and support docs for Covercy Pay

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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 CenterWhat's NewCovercy 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 164 articles
3 Trends Affecting Retail Commercial Real Estate
Asset Classes3 min

3 Trends Affecting Retail Commercial Real Estate

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
learn about the opportunities available in office commercial real estate
Asset Classes3 min

3 Tips for Office Commercial Real Estate Success

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
Banking4 min

Exploring options for commercial real estate banks? Learn what to look for — and why a technology solution is needed more than ever.

Covercy
Jul 9, 2023
Banking4 min

Tired of handling your commercial real estate banking activity manually? Bring it altogether in one platform with Covercy. Learn more here.

Covercy
Jul 8, 2023
Investor Management4 min

Learn why launching a CRE investor portal is one of the best solutions for serving investors and navigating 2023 with confidence.

Covercy
Jul 7, 2023
Investor Management2 min

New user permissions for Covercy’s real estate investment management software

Kristen Erickson
Jul 7, 2023
Press ReleaseNews1 min

Covercy, the only platform where banking meets investment management, is launching a challenger banking strategy. Read more.

Covercy
Jul 6, 2023
Capital Raising7 min

Plenty are the pitfalls of CRE Investing. We'll talk about two terms you want to understand the risks of commercial real estate. Read more.

Tom Gil
Jul 5, 2023
Investor Management5 min

Fund accounting is a time-consuming task for real estate GPs. Learn how Covercy simplifies CRE accounting, banking & investor payments.

Covercy
Jun 21, 2023
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