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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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Expert insights, guides, and best practices

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Guides and answers for Covercy One

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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
capital call vs distribution - key real estate terms defined
DistributionComparisons

Capital Call Vs Distribution: CRE Syndication Made Easy

Capital call vs distribution: Learn how these key financial terms differ in commercial real estate syndication.

Kristen Erickson
May 15, 2024
make a syndication distribution online
Distribution4 min

Making a Syndication Distribution: Streamlining Payments in Commercial Real Estate

Who said making a syndication distribution had to be hard? With Covercy, calculate and send distribution payments in just a few simple clicks.

Kristen Erickson
May 6, 2024
Distribution7 min

With complex deal structures available, why are GPs turning to the simplest pro rata allocation structures in 2024? Read more on the Covercy blog.

Kristen Erickson
May 2, 2024
GP Operations4 min

Learn some key ways that AI in commercial real estate can make — and already is making — an impact on firm performance.

Covercy
Apr 23, 2024
Capital Raising4 min

What is a capital stack? Get a quick rundown of this important aspect of every deal — and how to efficiently manage it.

Covercy
Apr 23, 2024
Banking5 min

Explore several banking solutions for fund administrators that help maximize value, profitability, and more. Get started here.

Covercy
Apr 2, 2024
Investor Management3 min

A commercial real estate prospectus is an important document, but how you manage them is equally as important.

Covercy
Apr 2, 2024
Distribution4 min

Simplify your tax season with Covercy, the first complete real estate K-1 distribution solution for GPs who manage multiple investors and holdings.

Kristen Erickson
Mar 12, 2024
Asset Classes7 min

Learn how niche outdoor hospitality asset classes, like luxury campgrounds and "glamping" venues, are dominating investor interest post-pandemic.

Kristen Erickson
Mar 12, 2024
Investor ManagementComparisons

Compare Juniper Square and AppFolio Investment Management on pricing, features, and support — how each prices, what they do best, and which fits your firm in 2026.

Covercy
Mar 1, 2024
Investor Management4 min

Managing commercial real estate capital expenditures and operating expenses can be overwhelming. Learn how to simplify managing these costs.

Covercy
Feb 28, 2024
Distribution4 min

GP promote is how you generate long-term revenue for your business. Why risk inaccuracy and inefficiency?

Covercy
Feb 28, 2024
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pro rata allocation - covercy

The Secret To Pro Rata Allocation Real Estate Deals

AI in Commercial Real Estate: Considerations for GPs

AI in Commercial Real Estate: Considerations for GPs

Understanding Capital Stacks in Commercial Real Estate

Understanding Capital Stacks in Commercial Real Estate

6 Banking Solutions for Fund Administrators

6 Banking Solutions for Fund Administrators

How to Improve Commercial Real Estate Prospectus Management

How to Improve Commercial Real Estate Prospectus Management

real estate k-1 distribution matching - covercy

Real Estate K-1 Distribution Software & Automation

outdoor hospitality - covercy investment management platform

Outdoor Hospitality: The Rise of Glamping

juniper square vs appfolio

Juniper Square vs. AppFolio Investment Management: Pricing, Features & Reviews (2026)

Streamlining Commercial Real Estate Capital and Operating Expenses

Streamlining Commercial Real Estate Capital and Operating Expenses

Simplify Complexity with Automated GP Promote Calculations

Simplify Complexity with Automated GP Promote Calculations