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.

covercy folders

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.

investor document sharing

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.

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