Getting started
Set up your workspace, invite your team, and add your holdings.
- Add your holdingsCreate a holding in Covercy One, set up its share classes, and review investor positions.
- Find your way around the GP dashboardGet oriented on the Covercy One GP dashboard — the assets-under-management summary, holdings map, contributions vs. distributions, recent activity, tasks, and unreplied emails.
- Import your existing investors and holdingsBring your existing contacts and investing entities into Covercy One in bulk from a CSV or Excel file using the import wizard.
- Invite your team to your workspaceAdd colleagues to your Covercy One workspace, resend or revoke pending invitations, and understand how invites are handled.
- Set up your firm and workspaceCreate your firm during onboarding, then complete your company profile and workspace settings in Covercy One.
- Sign in to CovercySign in to Covercy One with a magic link, your email and password, or Google, and learn how to recover access if you can't get in.