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Covercy

Covercy One — The all-in-one platform for CRE fund managers.

Investment Management
  • Investor Portal

    A branded, self-serve home for your investors

  • Financial Operations

    End-to-end financial operations for your firm

  • Fundraising

    From interested investor to funded in minutes

  • Distributions

    Calculate waterfalls, pay, and reconcile in clicks

  • Integrations

    Yardi, Rent Manager, NetSuite and more

Fund Administration
  • Fund Administration

    Professional fund admin, one integrated platform

  • DTCC / AIP Connectivity

    Connect your fund to the DTCC/AIP network

  • Transfer Agent

    Cap tables, subscriptions, and investor registers

  • Full NAV Administration

    Audit-ready fund accounting and NAV

  • K-1 & Tax Support

    Reconciled books that make K-1 season painless

Automated Payments & Banking
  • Covercy Pay

    Cross-border money transfers

  • US Banking

    Bank accounts for every fund and asset

  • Covercy Prime

    Payment plans and collections for property sellers

Powered by Neo — your AI Co-GP works across every workflow.
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Pricing
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Articles & Insights

Expert insights, guides, and best practices

About

Our story, mission, and team

Help Center

FAQs, tutorials, and support docs

Contact

Get in touch with our team

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Product

PlatformInvestor PortalFundraisingDistributionsPaymentsFinancial OperationsCovercy PrimeNeoThread BankRent Manager IntegrationCovercy + Rent Manager

Solutions

SolutionsInvestment Management SoftwareInvestor PortalInvestor CommunicationsInvestor ReportingPerformance ReportingCapital CallsDeal SourcingFundraising Pipeline ManagementCapital Stack ManagementDistribution PaymentsGP/LP StructureReal Estate SyndicationPro-Rata DistributionDistribution WaterfallProfit DistributionFund AdministrationFund Administration SoftwarePaid-In CapitalCapEx ManagementUncalled CapitalTransfer FundsCross Border PaymentsFund Administration ServicesTransfer Agent ServicesDTCC AIP ConnectivityK-1 Tax SupportFundraising for SyndicationsSS&C vs CovercyApex vs CovercyAlter Domus vs CovercyUltimus vs CovercyStandish vs Covercy

Resources

Articles & InsightsHelp CenterContact SalesRequest a DemoCommercial Real Estate InvestingPCP Flow Case StudyCRE Deal Structures Guide

Legal

International Payments - Terms of UseCovercy GP - Terms of UsePrivacy & Cookie PolicyComplaintsCovercy GP Business Deposit Account AgreementCovercy VISA Debit Cardholder AgreementRegulationElectronic Disclosure & ConsentSitemap

Company

AboutCareersContact usContact SupportSign UpPartnershipReferral ProgramCovercy PayRadcliffe

Banking services:

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.

Payment services:

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. All rights reserved.

Resources & Insights

Explore our collection of guides, articles, and insights about real estate investment management.

Popular Tags

Showing 12 of 155 articles
The Covercy One platform dashboard showing portfolio overview, holdings, and performance metrics
Investor Management7 min

Covercy GP vs. Covercy One: What Changed, What Stayed, and What It Means for You

Wondering how Covercy One relates to Covercy GP? Here's what's different, what carries over, and what it means for GPs and their investors.

Doron Cohen
Jun 16, 2026
Three principles for safe AI in fund operations: inside the perimeter, no training on your data, and banking-grade controls
Compliance7 min

What GPs Should Ask Before Adopting AI That Touches Investor Data

AI features now ship in every fundraising, accounting, and portal tool GPs use. Here's how to vet them before they handle investor PII.

Kristen Erickson
Jun 3, 2026
Banking7 min

Real estate fund admin breaks at the handoffs between the GP, transfer agent, broker-dealers, tax, and DTCC. Here's how connecting the data once fixes the whole chain.

Kristen Erickson
Jun 1, 2026
Capital Raising7 min

Lenders are forcing GPs to raise 15–20% more equity per deal. Here's what tighter LTVs mean for real estate fundraising software and your operations.

Kristen Erickson
May 20, 2026
Press ReleaseNews3 min

Covercy announces the launch of Covercy One — an AI-powered operating system that replaces your entire CRE tech stack, unifying fundraising, banking, fund administration, and automation into a single platform.

Kristen Erickson
Apr 27, 2026
Press ReleaseNews10 min

We didn't retrofit AI into Covercy. We rebuilt it for the AI era. Meet Covercy One — and Neo, your AI-powered Co-GP.

Doron Cohen
Apr 10, 2026
Distribution5 min

Property management payment processing needs to be automated, integrated, and transparent. Explore solutions from Covercy here.

Kristen Erickson
Feb 1, 2026
Banking4 min

Fund accounting automation from Covercy can lead to greater operational efficiency and support scalability. Learn more here.

Kristen Erickson
Jan 15, 2026
Investor Management6 min

Covercy built the ideal software for commercial fund managers to manage risk and capture opportunities in the year ahead.

Kristen Erickson
Jan 2, 2026
Asset Classes7 min

What will shape the CRE office market? Covercy reflects on 2025 and looks to 2026.

Kristen Erickson
Dec 15, 2025
Press ReleaseNews2 min

Together, the firms deliver institutional-grade administration, operational accuracy, and data transparency to GPs and LPs across private real estate and alternative investment markets.

Kristen Erickson
Dec 2, 2025
Asset Classes5 min

Build to rent housing is becoming a viable solution for the housing demand, providing opportunities for investors seeking a diverse portfolio.

Kristen Erickson
Nov 19, 2025
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Real estate fund administration data connecting the GP, transfer agent, broker-dealers, investors, tax, and DTCC into one source of truth

Cleaning Up the Fund Admin Mess

Real Estate Fundraising Software for a Tighter LTV Market

Real Estate Fundraising Software for a Tighter LTV Market

Covercy One platform dashboard showing portfolio overview, holdings, and performance metrics

Covercy Launches Covercy One: The First AI-Powered Operating System for Commercial Real Estate Investment Management

Neo, AI-powered Co-GP by Covercy

There's No Going Back: The AI Era of Investment Management and Fund Administration Has Arrived

Property management payment processing essentials for modern real estate portfolios

Property Management Payment Processing Essentials

Fund accounting automation streamlining operations for CRE professionals

Streamline Operations With Fund Account Automation — Here's How

It's Time: Implementing Software for Commercial Fund Managers

It's Time: Implementing Software for Commercial Fund Managers

The Office Market: Navigating 2025's Challenges and 2026's Emerging Opportunities

The Office Market: Navigating 2025's Challenges and 2026's Emerging Opportunities

Covercy and NAV Fund Services Strategic Partnership

Covercy and NAV Fund Services Announce Strategic Partnership to Deliver Comprehensive Fund Administration Solutions

Build to Rent Housing: How GPs Can Benefit From and Manage This Opportunity

Build to Rent Housing: How GPs Can Benefit From and Manage This Opportunity