Branded deal pages, an investor CRM, e-signed docs, compliance and funding in one flow — and you decide what LPs do themselves vs. where you step in.
| Contact | Entity | Accreditation | Status | Share Class | Committed |
|---|---|---|---|---|---|
Rachel Bennett rachel@bennettcap.com | Bennett Capital | Not accredited | Invested | Members | $2,400,000.00 |
David Hawkins d.hawkins@hfo.com | Hawkins Family Office | Not accredited | Invested | Members | $4,300,000.00 |
Tyler Morgan tyler.morgan@gmail.com | — | Not accredited | Invested | Members | $1,850,000.00 |
Karen Mitchell karen@mitchholdings.com | Mitchell Holdings LLC | Not accredited | Invested | Members | $1,250,000.00 |
| Total | $9,800,000.00 |
The raise, end to end
Intro to wired runs as one flow — every phase hands the next its data, so nothing is re-keyed between five disconnected tools.
Track every investor soft-circle → committed in one pipeline.
ExploreA branded deal page sells the opportunity and gates the room.
ExploreNDAs and subscription docs e-signed, countersigned, and stored.
ExploreAccreditation and identity checks clear investors before they fund.
ExploreACH and wire land in a live, class-aware cap table.
ExploreFrom the first investor intro to the wire — every phase of the raise, connected and reconciled in Covercy One.
Set the audience, the NDA and accreditation gates, and per-step approvals for this fundraise. Flip the audience to public and you are running a 506(c) raise; keep it to named investors and you are in 506(b). Configure it below — it is deal setup, not a step of closing.
Investor views the opportunity details and decides whether to invest.
Require NDA
Investors must sign an NDA before viewing deal details.
Require 506(b) Self-Accreditation
Investors complete accreditation verification themselves before viewing gated deal details (also known under SEC rules as "self-certification").
Non-accredited limit0 / 35
Investor fills in their investment entity information (individual, LLC, trust, etc.).
Investor reviews and signs their subscription agreement electronically.
Runs after signing — third-party verification before commitment is approved.
Require 506(c) Third-Party Verification
Investor verified through a qualified third party in line with SEC verification requirements. Triggered after signature, before commitment is approved.
Step 3 of 3
One-click ACH debit up to $1M — Plaid-verified, no wire instructions over email.
A fundraise is either a 506(b) raise or a 506(c) raise — never both.
Publicly marketable via a shareable link. No NDA gate. Accreditation is verified by a qualified third party after the investor signs, before their commitment is approved. Investors proceed to entity details on their own. Investors proceed to signing on their own. Funding completes with one-click ACH debit up to $1M, or wire / ACH credit for any amount.
Your LPs move from invited to funded in minutes — no chasing, no back-and-forth, no eight tools to coordinate.
Schedule a demo to discuss your raise (opens in a new tab)Fundraising is not a bolt-on — the CRM, deal page, agreements, compliance, and funding share one set of investor and deal data, so a commitment carries forward from first intro to wired without anyone re-keying it.
CRM data pre-fills the subscription doc, a signed doc carries the amount into verification, and verified commitments land in the cap table — the data moves so your team does not have to.
Set the audience, NDA and accreditation gates, and per-step approvals per fundraise — run a private 506(b) raise and a public 506(c) raise in parallel on the same account.
Plaid-verified ACH up to $1M and wire or ACH credit for any amount, domestic or cross-border, settle into a live, class-aware cap table — for the first close and every capital call after.
Reg D accreditation, secure entity and tax-identity collection, and verification run inside the flow, so compliance keeps the deal moving instead of stopping it.
“We checked out the competition of similar group investment payment portals and found Covercy to be head and shoulders above the competition. Covercy is extremely flexible and accommodates the needs of our diverse group of both large and small investors.
“By bringing everything into one platform, we have transparency both to our investors and to our business organization as a whole. Being able to create reports is much simpler and easier to understand the information being shown from an investor's point of view.
Fundraising is part of Covercy One — with banking and payments built in. Add capabilities as you grow.
Starting at $566/mo
See full pricing & featuresFundraising works hand in hand with the rest of your back office.
Calculate, approve, and pay distributions to the cent, then reconcile automatically.
ExploreGive LPs a branded portal for positions, documents, reporting, and capital accounts.
ExploreThe AI layer that drafts investor updates, runs reports, and automates workflows across Covercy One.
ExploreInstitutional-grade NAV, bookkeeping, tax, and K-1s, delivered inside the same platform.
Explore
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