Share with privacy
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.
All documents in one place
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.
Stay Organized with Folders
Create folders on Covercy for internal use so you can arrange your documents and keep on top of things. You can create as many folders as you like.
Covercy is a real estate investment management software & banking platform for commercial real estate investment firms. GPs backed by high-net-worth investors use Covercy to streamline fundraising, delight investors, automate distribution payments, and more.