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By the end of this guide you'll have created a fundraise on one of your holdings, chosen the fundraise type that matches how you're raising capital, and added the first opportunities to your pipeline.
Note
Creating and editing fundraises is a GP task. You need access to your firm's workspace and to the holding you're raising for. If an action is unavailable, ask a workspace admin to grant you access.
Before you start
A fundraise belongs to a holding, so create the holding and its share classes first. A fundraise tracks the investors you're raising from as opportunities — pipeline records that move through stages as each investor progresses from prospect to signed. If you plan to collect payments through Covercy, you can also assign a receiving bank account, but you can add or change that later.
Choose a fundraise type
Covercy One supports three fundraise types, and the type you choose shapes the workflow and the columns you see:
- Commitment — for collecting commitments without calling capital right away. Opportunities move through the pipeline stages Potential, Soft Circled, Signed, and Lost.
- Investment — for direct investments where you'll call capital. Opportunities move through the same pipeline stages, and a capital call is set up automatically when an opportunity is signed so you can call and collect when you're ready.
- Capital call — for calling capital against investors who already have positions with uncalled commitment, rather than building a new pipeline. You select existing positions and set a call amount for each.