Choose who sees what. The module supports permission capabilities for full flexibility. Need to share a private K1 form with an investor? No problem. Only they will see it. Want to share a document with the whole syndicate? No problem, get it done in a click of a button.
Once shared with an investor, the document is accessible to view or download for the investor via their private and secure investor portal.
Upload in a bulk all relevant documents of the deal to one centralized location for better efficiency and control. Just received a bunch of K1’s? Upload them to Covercy in a click.
Banking provided by Choice Financial Group: Member FDIC.
*Actual formula for calculating APY: If your balance is between $120,000 and $1 million (Fed
Funds Rate – 0.2%) * 48%. If your balance is between $1million and $15 million, you would earn
(Fed Funds Rate – 0.2%) * 65%. The above APYs represent a Fed Fund Rate of 4.0% and are true as
of Nov 2, 2022.
