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Covercy

Covercy One — Η ολοκληρωμένη πλατφόρμα για διαχειριστές κεφαλαίων CRE.

Διαχείριση Επενδύσεων
  • Πύλη Επενδυτών

    Ένας επώνυμος χώρος αυτοεξυπηρέτησης για τους επενδυτές σας

  • Χρηματοοικονομικές Λειτουργίες

    Ολοκληρωμένες χρηματοοικονομικές λειτουργίες για την εταιρεία σας

  • Άντληση Κεφαλαίων

    Από ενδιαφερόμενο επενδυτή σε χρηματοδότηση μέσα σε λίγα λεπτά

  • Διανομές

    Υπολογίστε waterfalls, πληρώστε και συμφωνήστε με λίγα κλικ

  • Διασυνδέσεις

    Yardi, Rent Manager, NetSuite και άλλα

Διαχείριση Κεφαλαίων (Fund Administration)
  • Fund Administration

    Επαγγελματική διαχείριση κεφαλαίων σε μία ενιαία πλατφόρμα

  • DTCC / AIP Συνδεσιμότητα

    Συνδέστε το fund σας στο δίκτυο DTCC/AIP

  • Transfer Agent

    Πίνακες κεφαλαιοποίησης, εγγραφές και μητρώα επενδυτών

  • K-1 & Φορολογική Υποστήριξη

    Συμφωνημένα λογιστικά βιβλία που καθιστούν την περίοδο K-1 ανώδυνη

Λογιστική Κεφαλαίων (Fund Accounting)
  • Λογιστική Κεφαλαίων

    Ένα ζωντανό καθολικό κεφαλαίου, με βιβλία που τηρεί η ομάδα μας

  • Καταστάσεις Λογαριασμού Κεφαλαίου

    Καταστάσεις σε μορφή ILPA για κάθε επενδυτή

  • NAV & Αποτίμηση

    NAV, NAV ανά μονάδα, καθώς και TVPI, DPI και IRR

  • Αμοιβές Διαχείρισης & Έξοδα

    Εκτελέσεις αμοιβών που εγκρίνετε εσείς και γραμμές εξόδων ILPA

Πληρωμές & Τραπεζικές Υπηρεσίες
  • Covercy Pay

    Διασυνοριακές μεταφορές χρημάτων

  • Τραπεζικές Υπηρεσίες ΗΠΑ

    Τραπεζικοί λογαριασμοί για κάθε fund και περιουσιακό στοιχείο

  • Covercy Prime

    Προγράμματα πληρωμών και εισπράξεις για πωλητές ακινήτων

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Σχετικά με εμάς

Η ιστορία, η αποστολή και η ομάδα μας

Κέντρο Βοήθειας

Guides and answers for Covercy One

Επικοινωνία

Επικοινωνήστε με την ομάδα μας

Ενημερώσεις Προϊόντος

Οι πιο πρόσφατες λειτουργίες και βελτιώσεις του Covercy One

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Συχνές ερωτήσεις, οδηγοί και υλικό υποστήριξης

Κλείστε Demo (ανοίγει σε νέα καρτέλα)
Μεταφορά ΧρημάτωνΣύνδεσηΚλείστε Demo (ανοίγει σε νέα καρτέλα)
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Λογότυπο Covercy
Διάκριση TrustRadius Top Rated 2025Σήμα βραβείου TrustRadius Buyer’s Choice 2026Μετάλλιο αναγνώρισης του κλάδουΣήμα συμμόρφωσης Thoropass SOC 2 Type I

Προϊόν

ΠλατφόρμαΠύλη ΕπενδυτώνΆντληση ΚεφαλαίωνΔιανομέςΔιαχείριση ΚεφαλαίωνΛογιστική ΚεφαλαίωνΠληρωμέςΧρηματοοικονομικές ΛειτουργίεςCovercy PrimeNeoThread BankΕνσωμάτωση Rent ManagerCovercy + Rent Manager

Λύσεις

ΛύσειςInvestment Management SoftwareΠύλη ΕπενδυτώνInvestor CommunicationsInvestor ReportingΑναφορές ΑπόδοσηςCapital CallsDeal SourcingΔιαχείριση Διαδικασίας Άντλησης ΚεφαλαίωνCapital Stack ManagementΠληρωμές ΔιανομώνGP/LP StructureReal Estate SyndicationPro-Rata DistributionDistribution WaterfallProfit DistributionPaid-In CapitalCapEx ManagementUncalled CapitalΜεταφορά ΚεφαλαίωνΥπηρεσίες Διαχείρισης Κεφαλαίων (Fund Administration)Υπηρεσίες Transfer AgentΣυνδεσιμότητα DTCC AIPΦορολογική Υποστήριξη K-1Άντληση Κεφαλαίων για SyndicationsSS&C έναντι CovercyApex έναντι CovercyAlter Domus έναντι CovercyUltimus έναντι CovercyStandish έναντι Covercy

Πόροι

Άρθρα & ΑναλύσειςΚέντρο ΒοήθειαςΤι νέο υπάρχειCovercy Pay HelpΕπικοινωνία με ΠωλήσειςΖητήστε επίδειξηΕπενδύσεις σε Εμπορικά ΑκίνηταΜελέτη Περίπτωσης PCP FlowΟδηγός Δομών Συναλλαγών CRE

Νομικά

Διεθνείς Πληρωμές - Όροι ΧρήσηςCovercy GP - Όροι ΧρήσηςΠολιτική Απορρήτου & CookiesΠαράποναΣύμβαση Επιχειρηματικού Λογαριασμού Καταθέσεων Covercy GPΣύμβαση Κατόχου Χρεωστικής Κάρτας Covercy VISAΡύθμισηΗλεκτρονική Γνωστοποίηση & ΣυναίνεσηΧάρτης Ιστότοπου

Εταιρεία

ΣχετικάΚαριέραΕπικοινωνήστε μαζί μαςΕπικοινωνία με την ΥποστήριξηΣύνδεσηΣυνεργασίαΠρόγραμμα ΠαραπομπώνCovercy PayRadcliffe

Τραπεζικές υπηρεσίες:

Covercy is a financial technology company and is not an FDIC-insured bank. Banking services provided by Thread Bank, Member FDIC. FDIC deposit insurance covers the failure of an insured bank. Certain conditions must be satisfied for pass-through deposit insurance coverage to apply. The Covercy Visa debit card is issued by Thread Bank, Member FDIC, pursuant to a license from Visa U.S.A. Inc. and may be used anywhere Visa cards are accepted.

Your deposits qualify for up to $3,000,000 in FDIC insurance coverage when Thread Bank places them at program banks in its deposit sweep program. Your deposits at each program bank become eligible for FDIC insurance up to $250,000, inclusive of any other deposits you may already hold at the bank in the same ownership capacity. You can access the terms and conditions of the sweep program at https://thread.bank/sweep-disclosure/ and a list of program banks at https://thread.bank/program-banks/. Please contact customerservice@thread.bank with questions on the sweep program. Pass-through insurance coverage is subject to conditions.

Υπηρεσίες πληρωμών:

Covercy Europe Limited. Registered in England No. 675000. Registered Office: 5 Elstree Gate, Elstree Way, Borehamwood, Hertforshire, WD6 1JD, UK

Covercy Technological Trading Limited. Registered in Israel No. 57797. Registered Office: 7 Menachem Begin Rd, Ramat-Gan, Israel 5268102.

Payment and e-money services (Non MIFID related products) are provided by The Currency Cloud Limited. Registered with the Dutch Chamber of Commerce in the Netherlands under number 72186178. Registered office Mr. Treublaan 7, 1097 DP, Amsterdam, Netherlands. CurrencyCloud B.V. is licensed and regulated by De Nederlandsche Bank as an Electronic Money Institution (Relation Number: R142701).

For United States, Payment services for Covercy Europe Ltd (Non-MIFID related products) are provided by Visa Global Services Inc. (VGSI), a licensed money transmitter (NMLS ID 181032) in the states listed here. VGSI is licensed as a money transmitter by the New York Department of Financial Services. Mailing address: 900 Metro Center Blvd, Mailstop 1Z, Foster City, CA 94404. VGSI is also a registered Money Services Business (“MSB”) with FinCEN and a registered Foreign MSB with FINTRAC. For live customer support contact VGSI at (888) 733-0041.

Payment and e-money services (Non MIFID related products) are provided by The Currency Cloud Limited. Registered in England No. 06323311. Registered Office: 1 Sheldon Square, London, W2 6TT, United Kingdom. The Currency Cloud Limited is authorised by the Financial Conduct Authority under the Electronic Money Regulations 2011 for the issuing of electronic money (FRN: 900199)

© 2026 Covercy. Με την επιφύλαξη παντός δικαιώματος.

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Εμφάνιση 31–60 από 81 · 30 Αυγ 2026 – 25 Ιουν 2026

  1. Αύγουστος 2026
  2. ΒελτιωμένοGP30 Αυγ 2026

    See when a brand color won't be used on your public Opportunities page — and use it anyway

    Εμφάνιση λεπτομερειώνΑπόκρυψη λεπτομερειών

    Your branding settings now tell you when a primary color is too light to be used on your public Opportunities page, instead of leaving it out without saying why. The warning gives the reason and what the page will do instead, and it updates while you are still choosing a color rather than only after you save; a color that reads clearly raises nothing. Alongside it sits an option to use the color anyway — off by default, offered only while the color is a problem, and belonging to that color alone, so a later color never inherits a decision you took about a different one. Recording that decision requires permission to edit branding.

  3. ΒελτιωμένοGP27 Αυγ 2026

    Find the contact you already have — by any address they write from

Εμφάνιση λεπτομερειών
Απόκρυψη λεπτομερειών

Contact search now matches every email address a contact holds, not only their primary one, so an investor who writes from a second address turns up instead of being added all over again — on the Contacts list and on the Contacts tab of an investing entity alike. If you do meet the duplicate-email refusal while adding a contact, the name it gives you is now a link to that contact, opening in a new tab so the form you had half filled in is still waiting when you come back. And the Portal Status on the Contacts list now reads correctly whatever you have searched, sorted or paged to — on a freshly loaded list and after inviting from a bulk selection too — so "Invited" can be taken at face value. Where the earlier duplicate check stops a second record being created for an email address you already have on file, this makes the contact holding that address easy to find and open.

  • ΒελτιωμένοGPΕπενδυτές26 Αυγ 2026

    Your verification code submits itself

    Εμφάνιση λεπτομερειώνΑπόκρυψη λεπτομερειών

    Entering a verification code no longer takes a separate click to confirm it: the code goes in as soon as it is complete, whether you typed it or pasted it. Pressing Enter submits a complete code and does nothing on an incomplete one, and it is also how you retry a code that came back rejected, without clicking back into the field first. Once a code is accepted the screen stays busy until the next page appears, so a short wait reads as progress rather than a stall. Covercy will never ask you to share your password, two-factor codes, or banking credentials by email, text, or phone.

  • ΒελτιωμένοGP26 Αυγ 2026

    Enter capital totals to the cent

    Εμφάνιση λεπτομερειώνΑπόκρυψη λεπτομερειών

    A non-unitized share class now takes its capital total to the cent, so the figure you record matches the one in your documents: Total Principal on a Debt class and Total Equity on a Common class both accept two decimal places, where they previously had to be rounded to whole currency. The rule is the same whether you add a class or edit an existing one, and a third decimal place is refused. Unitized classes are unaffected — authorized units remain whole numbers — and the totals you have already entered stay valid, with nothing to re-enter. Adding cents does not change the ownership percentage the platform derives from those totals.

  • ΒελτιωμένοGP25 Αυγ 2026

    Delete a folder and decide what happens to the documents inside it

    Εμφάνιση λεπτομερειώνΑπόκρυψη λεπτομερειών

    Deleting a folder in the Document Center now asks what should become of the documents inside it — delete them with the folder, or keep them — and the keep option names where they will land: the folder one level up, with anything nested deeper landing there too. You are told how many folders and documents are affected before you decide, and you are not asked to decide until those numbers are known. A kept document whose name would clash with a different document already in the destination arrives with the deleted folder's name in front of it, so nothing is lost or overwritten, and a document that already sits in the destination simply stays where it is. Delete is now available on any folder you created inside a holding, on exactly the same folders as Rename — a holding's root folder and system-managed folders stay undeletable.

  • ΒελτιωμένοGPΕπενδυτές23 Αυγ 2026

    Your Opportunities page wears your brand, not ours

    Εμφάνιση λεπτομερειώνΑπόκρυψη λεπτομερειών

    The public Opportunities page you link from your own site now leads with your hero image and takes its accents from your brand colours, all read from what you already saved in Branding settings — and a colour is used only where it stays legible, so an unusual brand colour gives you a branded page rather than an unreadable one. The branding assets you upload there now resolve reliably on that page, so a logo that renders in settings renders for your visitors too. The grid also sizes itself to the cards it has to show: a listing of one or two opportunities is capped at a single card size and centred, instead of leaving one small card beside empty columns. Separately, on an investor's My Investments holding cards, the Called percentage now reads as a rounded figure rather than a long decimal.

  • ΝέοGP21 Αυγ 2026

    Put your own photography across the top of your public Opportunities page

    Εμφάνιση λεπτομερειώνΑπόκρυψη λεπτομερειών

    You can now put a wide landscape picture of your own across the top of your public Opportunities page, with the new optional storefront hero image in your branding settings. It is a second, separate image from the investor sign-in hero — each keeps its own picture and its own shape guidance, and setting or clearing one never touches the other. Your Opportunities page settings now sit under their own heading so the two heroes are not mistaken for each other, and until you add a storefront hero the setting tells you the page keeps its compact header.

  • ΒελτιωμένοΕπενδυτές20 Αυγ 2026

    Your holding page in the investor portal is now a dashboard for that holding

    Εμφάνιση λεπτομερειώνΑπόκρυψη λεπτομερειών

    Opening a holding gives you the whole picture on one page: a photo hero with the holding's name and location, your Commitment, Contributed and Distributed figures beside a cash-flow glance chart, and a sidebar carrying Action Required, your fund manager's details, the ownership structure, a map and recent activity — the same panels your investor dashboard uses. That chrome stays put as you move between Overview, Portfolio, Documents, Cash Flows and Reports, so switching tabs no longer costs you the figures. Overview leads the tabs and still carries IRR, Equity Multiple and Cash on Cash alongside My Position, Deal Information and your positions. A holding with no photos skips the hero and starts at the figures, and the structure diagram keeps a quieter frame in place while still expanding to full screen.

  • ΒελτιωμένοGP20 Αυγ 2026

    Import the payments ledger you already have — one investing entity per investor

    Εμφάνιση λεπτομερειώνΑπόκρυψη λεπτομερειών

    The Investors import now applies its matching between the rows of the file you are importing, not only against the investors already in Covercy One. So a ledger-shaped export with one row per payment, where an investor's entity name repeats across dozens of rows, creates one investing entity per investor however large the file — no de-duplicating the spreadsheet first. The results reflect that: each entity is counted once under entities created, and the repeat rows are reported as matched. Two rows carrying the same name but different Entity Types still produce two entities, as you would expect.

  • ΔιορθώθηκεGP20 Αυγ 2026

    A momentary outage no longer tells you your holding was removed

    Εμφάνιση λεπτομερειώνΑπόκρυψη λεπτομερειών

    A holding page that failed to load for a moment could report that the holding had been removed and was no longer available — when it was still there and opened normally again shortly after. A page that cannot load now shows an error you can retry, with a Try Again action, so you can pick up where you were instead of wondering whether your data is gone. The removed notice is still shown for holdings that really were removed, and investing entity pages behave the same way.

  • ΒελτιωμένοGP18 Αυγ 2026

    Nothing is asked of your investors until you ask — and the ones you defer stay deferred

    Εμφάνιση λεπτομερειώνΑπόκρυψη λεπτομερειών

    Signing now creates the investor's position and nothing else: a request for money comes into existence when the money is actually due — the investor reaches the payment step, or you deliberately ask — instead of a call sitting at Not Called behind the scenes from the moment someone signs. Send Payment Request therefore works on any signed investor, not only on one who happens to already have a request waiting: it creates the request and sends the email in one action, and so does the bulk send from the list and funnel views, so a signed investor is never un-askable. On the capital-call form, the per-position Call Now, Call Later and Exclude choices now survive re-allocation — change the call amount or the calculation mode and nobody you deferred is quietly reset, or emailed because you adjusted a number. Positions still default to Call Now or Call Later depending on whether a receiving bank account is selected, but only on a row that has no choice of its own yet.

  • ΒελτιωμένοGP18 Αυγ 2026

    Adding a contact now catches an email address you already have on file

    Εμφάνιση λεπτομερειώνΑπόκρυψη λεπτομερειών

    When you add a contact by hand and its primary email already belongs to an active contact in the same entity, Covercy One now stops and names the contact that already holds the address, so you can go work with that record instead of quietly building a duplicate. You find out as soon as you click Next on the first step of the contact wizard — before you have named an investing entity, chosen its type or set a relationship — and the address is checked again when the contact is saved, so two people adding the same investor minutes apart cannot both succeed. Letter case and stray spaces are ignored; an archived contact does not reserve its address, an address another contact keeps as a secondary is still free, and a contact with no email is unaffected. Editing an existing contact is unchanged, and this is the manual add path only — importing a spreadsheet still matches on email and updates the contact you already have.

  • ΒελτιωμένοGP18 Αυγ 2026

    Open a capital call request with a click — and move it along right from its progress rail

    Εμφάνιση λεπτομερειώνΑπόκρυψη λεπτομερειών

    On a capital call's page, clicking anywhere on a funding request outside its row menu now opens that request's drawer, so there is no button to hunt for in the row, and the request's other actions are reached through the row menu the rest of Covercy One already puts them in. The drawer's progress rail now reads as a history rather than a position indicator: each stage shows the date it happened when the call has one, and a stage other than the current one acts as a shortcut that moves the request there — the same transition the Actions card offers, one click away — while a declined request's rail stays read-only. A call with no receiving bank account states the blocker on the page and carries the action that sets the account, instead of leaving you to find a Send Call you cannot use and guess why. The call's page also reads like the product's other record pages, with a breadcrumb running Holdings → the holding → Contributions → the call and the call's state readable from the page header; no batch action was lost — rename, receiving account, send and delete are all still there, though an action may sit under the header's buttons or its overflow menu.

  • ΒελτιωμένοΕπενδυτές18 Αυγ 2026

    Your opportunity cards now tell you where the deal is, what it is, and what you've committed

    Εμφάνιση λεπτομερειώνΑπόκρυψη λεπτομερειών

    An opportunity you have already committed to now shows your own commitment right on its card under Opportunities in your portal — something the sponsor's public opportunities page shows to no one, so browsing from the portal tells you more than following a link. Every card also carries the holding's location and asset type, whether the holding is a fund or a single asset, and the highlights that sponsor surfaced for that raise, so you can tell one deal from another before opening it. Because those highlights are each sponsor's own choice, two cards in the same list can legitimately carry different facts. Cards sit level with each other across a row, and a card with fewer facts stays short rather than being padded with filler.

  • ΔιορθώθηκεGPΕπενδυτές18 Αυγ 2026

    Shared opportunity pages open for everyone again — images and all

    Εμφάνιση λεπτομερειώνΑπόκρυψη λεπτομερειών

    An opportunity link you share now opens straight to the deal for the person you sent it to, even when the description includes an image. Some shared pages had been sending signed-out visitors to the sign-in screen instead, so a prospective investor following your link met a login wall you had no way of seeing. Those pages now open as intended, and an image that cannot be displayed no longer stops the page from loading. Nothing changes for you while you are signed in and editing the description.

  • ΔιορθώθηκεΕπενδυτές13 Αυγ 2026

    Hebrew in the investor portal reads the way investors expect

    Εμφάνιση λεπτομερειώνΑπόκρυψη λεπτομερειών

    Investors reading the portal in Hebrew now see one word for a holding everywhere it appears — the sidebar, page titles, table columns, filter options and empty states — instead of several words for the same thing, sometimes two of them on one screen. A position keeps its own separate word, so a holding and your position in it stay easy to tell apart. Right-to-left tables line up again as well: each column's values sit under that column's header rather than drifting to the opposite edge. The English and Spanish portals are unchanged.

  • ΒελτιωμένοGP12 Αυγ 2026

    See what your funds own and have been paid — without their assets crowding your Holdings list

    Εμφάνιση λεπτομερειώνΑπόκρυψη λεπτομερειών

    A fund's Portfolio tab now answers how much of each underlying holding the fund owns and what those positions have returned: new Class %, Deal %, and Distributed columns join Contributions and Committed. Where a single percentage would misstate the position — the fund holds more than one share class of that holding, or holds something other than common equity — the cell reads Mixed with a tooltip instead of a number. On the Holdings page, a new first filter, Hide fully fund-owned assets, is set to Yes and leaves out assets that one of your funds owns outright, because that fund's Portfolio tab now shows them in full; set it to No to see them again, and the filter appears only if you have such an asset. A fund itself is never hidden, and an asset your fund owns only part of stays listed.

  • ΔιορθώθηκεGP3 Αυγ 2026

    A bank account you add to a holding now shows on that holding's Banking tab and overview

    Εμφάνιση λεπτομερειώνΑπόκρυψη λεπτομερειών

    A bank account you add to a holding now turns up in each place you'd look for it — the main Banking page, the holding's own Banking tab, and, on the holding overview, its Bank Accounts panel. Before this fix it could appear in only one of those spots. Covercy will never ask you to share your password, two-factor codes, or banking credentials by email, text, or phone.

  • ΔιορθώθηκεGPΕπενδυτές2 Αυγ 2026

    Sign in with Google and land right where you were headed

    Εμφάνιση λεπτομερειώνΑπόκρυψη λεπτομερειών

    Signing in with Google now takes you to the screen you were headed to, instead of stalling or dropping you into the wrong place. The destination you were heading to is now preserved all the way through sign-in, so you arrive where you intended the first time. Covercy will never ask you to share your password, two-factor codes, or banking credentials by email, text, or phone.

  • ΔιορθώθηκεΕπενδυτές2 Αυγ 2026

    Repeat payments from a linked bank account go through

    Εμφάνιση λεπτομερειώνΑπόκρυψη λεπτομερειών

    If you had already paid from a bank account you linked to Covercy, paying again from that same account now works — Confirm Transfer no longer ends in a failed transfer. Repeat payments from a linked account go through reliably, and in the rare case a payment can't be completed safely, it stops with a clear message rather than moving money from the wrong account. Covercy will never ask you to share your password, two-factor codes, or banking credentials by email, text, or phone.

  • Ιούλιος 2026
  • ΒελτιωμένοΕπενδυτές30 Ιουλ 2026

    The people you add to an investing entity now get an email inviting them in

    Εμφάνιση λεπτομερειώνΑπόκρυψη λεπτομερειών

    When you add a person with an email address to one of your investing entities, they now receive an email inviting them into the investor portal, with a link to open it. The people you bring in are invited automatically, so you no longer have to reach out separately to let them know they have access. Only newly added entities trigger an invitation.

  • ΝέοGPΕπενδυτές28 Ιουλ 2026

    See performance in USD across a multi-currency portfolio

    Εμφάνιση λεπτομερειώνΑπόκρυψη λεπτομερειών

    IRR, Equity Multiple, and Cash on Cash can now be read on a USD basis, with every cash flow converted at the closing rate of its own date so currency movements are carried into the result. On the investor dashboard, the IRR and Cash on Cash overlay is now USD-normalized — it previously combined amounts held in different currencies without converting them, so a portfolio spanning currencies did not read true — and the chart marks the overlay as USD. GPs with at least one non-USD holding also get a new USD-Normalized Values control on the Investor Portal Configuration page under Settings, which sets whether their investors see the USD equivalents; it is visible by default and changes nothing for holdings already denominated in USD.

  • ΒελτιωμένοGP28 Ιουλ 2026

    Review your report one partner at a time — and jump straight to any of them

    Εμφάνιση λεπτομερειώνΑπόκρυψη λεπτομερειών

    Report Studio's LP view now shows one recipient per investing entity instead of one per subscription. A partner holding several subscriptions is a single recipient reading a single document, and the recipient count reads partners — reconciled against the subscription count, so a smaller number never reads as investors going missing. A searchable recipient list reaches anyone on the report in one step, rather than paging through everyone in between. Who receives the report is unchanged.

  • ΒελτιωμένοGPΕπενδυτές27 Ιουλ 2026

    Distribution emails show investors their own amounts

    Εμφάνιση λεπτομερειώνΑπόκρυψη λεπτομερειών

    Distribution notice and finalize emails present every amount at the investor's own basis — the Gross Amount row is the investor's gross, both in the aggregate Distribution Details section and in each per-hurdle Distribution Breakdown. Where an investor's gross and net are the same, the section shows a single Amount row. GP-facing distribution screens are unchanged, and previewing the investor email shows a GP exactly what the investor receives.

  • ΒελτιωμένοGP14 Ιουλ 2026

    See exactly what an import will create or update before anything is written

    Εμφάνιση λεπτομερειώνΑπόκρυψη λεπτομερειών

    Importing investors now runs through a four-step Import Wizard with a new Analyze & Decide step between mapping your columns and running the import. Before a single record is written, you'll see per-object counts of what's new, what will be updated, and what's flagged for review — each with drill-in to the exact file rows behind the number. You then decide independently for each object using create and update checkboxes (contacts are matched by email, investing entities by name and type), replacing the old up-front duplicate-handling choice.

  • ΝέοGP14 Ιουλ 2026

    Choose which opportunity custom fields your investors can see

    Εμφάνιση λεπτομερειώνΑπόκρυψη λεπτομερειών

    Opportunity custom fields — like a side-letter reference or a negotiated term — can now be shown to the investors they apply to, instead of staying GP-only. In Settings → Custom Fields, set an Opportunity field's visibility to Investor (LP) visible, and change that choice in place later without deleting and recreating the field. Investor-visible fields carry through to the investor's position, where they appear under Additional Details on the holding Overview; fields stay GP-only by default.

  • ΒελτιωμένοGP7 Ιουλ 2026

    Bank account balances now show up front on your holding page

    Εμφάνιση λεπτομερειώνΑπόκρυψη λεπτομερειών

    The main holding page now displays a Bank Accounts panel with balances and available amounts, so you no longer need to open the Banking tab to check them. Address information has moved to a new Details tab alongside custom fields, and you can now edit a holding's custom field values directly from that tab.

  • ΒελτιωμένοGP7 Ιουλ 2026

    Emails now sync to your CRM automatically

    Εμφάνιση λεπτομερειώνΑπόκρυψη λεπτομερειών

    Connected mailboxes sync automatically when you log in, every few minutes while you're active, and on an ongoing schedule in the background — no more manual Sync now clicks. Emails between people on your own team are also filtered out of the CRM activity feed, so it stays focused on communication with your contacts and investors.

  • ΝέοGP7 Ιουλ 2026

    Add bulk-invited investors to your pipeline in one step

    Εμφάνιση λεπτομερειώνΑπόκρυψη λεπτομερειών

    The Send Bulk Invitations dialog now has an "Add to pipeline" selector — None, Potential, or Soft Circle — so contacts you're already tracking get an Opportunity in your fundraise funnel the moment you send, not just after they respond. Sending to more than 20 recipients with a pipeline status selected asks you to confirm first. If an invited contact later lands and submits, Covercy reuses their existing opportunity instead of creating a duplicate.

  • Ιούνιος 2026
  • ΔιορθώθηκεGPΕπενδυτές25 Ιουν 2026

    Prospects can now see their finalized subscription agreement before an investing entity exists

    Εμφάνιση λεπτομερειώνΑπόκρυψη λεπτομερειών

    An investor who has not yet created an investing entity now sees their finalized subscription agreement in the investor portal's Documents tab, instead of having it stay hidden. Supporting documents you upload with "Share with investor" enabled are also shared with the prospect at the pipeline stage, and the Documents tab now shows all accessible documents on load, including those filed in subfolders.

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