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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

Powered by Neo — your AI Co-GP works across every workflow.
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Pricing
Resources
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
redefining real estate - emerging asset classes in commercial real estate 2025
Other1 min

Commercial Real Estate Resources

Commercial Real Estate Resources Archive - Covercy | Real Estate Investment Management Software

Covercy
Jan 1, 2025
Gen Z woman shopping online, retail commercial real estate trends
Asset Classes3 min

Gen Z and Retail Commercial Real Estate Trends

Gen Z is shaping the latest retail commercial real estate trends. Explore how in our latest guide here.

Covercy
Nov 12, 2024
Asset Classes5 min

Life science commercial real estate includes laboratories, research facilities, and other properties dedicated to science. Learn more here.

Covercy
Nov 12, 2024
Compliance8 min

As a real estate investment firm, how do you expand your investor pool? Learn to find US accredited investor prospects with Covercy. Read more.

Kristen Erickson
Nov 12, 2024
Asset Classes4 min

Sustainable real estate is on the rise, and you need to know how to better streamline your operations so you can focus on your transaction. Learn more.

Covercy
Oct 10, 2024
Capital Raising4 min

With the influx of recent retail bankruptcies, there are many commercial real estate opportunities you need to take advantage of. Learn more.

Covercy
Oct 10, 2024
Press ReleaseNews2 min

Owning and managing commercial property can be quite a task. As a General Partner (GP), you have to find the right property, bring in investors, oversee

Kristen Erickson
Sep 17, 2024
GP Operations4 min

With renewed interest in the CRE industry, you need to find technology that will enhance your next commercial real estate transaction. Learn more.

Covercy
Aug 20, 2024
Investor Management4 min

If you're a real estate GP looking for simple instructions on how to add an investor portal to a website, you've come to the right place. Let's go.

Kristen Erickson
Aug 15, 2024
GP Operations7 min

A comprehensive resource for any GP who is interested in learning more about a real estate fund structure — including how to start one.

Kristen Erickson
Aug 13, 2024
Investor Management

Explore Syndication Pro vs. Cash Flow Portal here, and learn why it’s important to go beyond the deal at hand.

Covercy
Aug 12, 2024
Capital Raising6 min

Learn how modern GPs are making decisions between real estate syndication vs. REIT for their commercial portfolios.

Kristen Erickson
Aug 12, 2024
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closeup of a scientist looking in a microscope, life science commercial real estate

The Rise Of Life Science Commercial Real Estate

US Accredited Investors Covercy

US Accredited Investor | Covercy

Going Green While Making Green: The Rise of Sustainable Real Estate

Going Green While Making Green: The Rise of Sustainable Real Estate

How to Capitalize on Commercial Real Estate Opportunities After Retail Bankruptcies

How to Capitalize on Commercial Real Estate Opportunities After Retail Bankruptcies

rent manager integration

Introducing the Rent Manager Partnership with Covercy: a Game Changer in Real Estate

Financial district skyline with a hologram graph overtop illustrating a commercial real estate transaction

The Future of Commercial Real Estate Transactions: Leveraging Tech for a Seamless Experience

how to add an investor portal to a website

How to Add an Investor Portal to a Website

Understand the Real Estate Fund Structure - and learn how to start one

Understanding The Real Estate Fund Structure

Comparison of SyndicationPro and Cash Flow Portal dashboards

Syndication Pro Vs. Cash Flow Portal: Pricing & More

real estate syndication vs. reit

Real Estate Syndication vs. REIT