Document Sharing

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.

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 5.0% and are true as
of March 23, 2023.

Solutions

Capital Distributions

Document Sharing

Performance Reporting

Investment Database Management

Investor Portal

Fundraising Pipeline Management

Cross-Border Capital Calls & Distributions

Covercy is the first Banking-Embedded Investment Management Platform built for commercial real estate investment firms. Save time with our automated distribution & capital call payment processing, gain your LPs’ trust with our intuitive Investor Portal, and boost IRR with our smart APY yielding Wallet all in one platform.