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Covercy
Investment Management Products
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    NAV and fund accounting services

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    Financial Operations

    Centralized bookkeeping and reporting

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    Distributions

    Automated capital distributions

  • Fundraising
    Fundraising

    Deal pipeline management

  • Fund AdministrationNew

    NAV and fund accounting services

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Fundraising

Section

  • Overview
  • Marketing & CRM
  • Investor Flow
  • Accreditation & Compliance
  • One-Click Funding
PRODUCT / FUNDRAISING

Move investors from interested to funded — in minutes, on your terms.

Decide where your LPs move on their own and where you step in. Every fundraise is yours to configure — without chasing investors across six tools to close one deal.

Schedule a DemoSee it in action
Holdings / 7 World Trade Center / Contributions / 7WTC First Raise
7WTC First Raise
ActiveInvest Oriented
Fundraise Progress
Target —Invested $9.8MRemaining —
Members
Total invested
$9.8M
OpportunitiesFunnel
ContactEntityAccreditationStatusShare ClassCommitted
Rachel Bennett
rachel@bennettcap.com
Bennett CapitalNot accredited
Invested
Members$2,400,000.00
David Hawkins
d.hawkins@hfo.com
Hawkins Family OfficeNot accredited
Invested
Members$5,200,000.00
Tyler Morgan
tyler.morgan@gmail.com
—Not accredited
Invested
Members$1,850,000.00
Karen Mitchell
karen@mitchholdings.com
Mitchell Holdings LLCNot accredited
Invested
Members$1,250,000.00
Brian Foster
bfoster@fosterequity.com
Foster Equity GroupNot accredited
Invested
Members$3,100,000.00
Total$9,800,000.00
Showing 5 of 5 rows
$29B
raised across the platform
45 days
median time to funded
68%
lift in pledge completion

Trusted by leading GPs and fund managers

Customer logos

Pick the part of your raise to dial in

Four surfaces — discovery, flow, compliance, funding — that compose into one fundraise you control.

Marketing & CRM

Branded landing pages, funnel emails, and a pipeline view — for two LPs or two thousand.

Explore
01
Branded raise page
Audience-locked. Brand-on. LP-ready.
02

Investor Flow

Configure the journey from soft circle to signed: audience, gates, and approvals.

Explore
03

Accreditation & Compliance

Run 506(b) or 506(c) raises with verification handled at the right point in the journey.

Explore
04

One-Click Funding

Plaid-verified ACH up to $1M. Wire and ACH credit for any amount, domestic or cross-border.

Explore

The fundraise, your way

Audience, gates, and approvals — set per fundraise. See how the configurator works on the Investor Flow page.

Holdings / 7 World Trade Center / Contributions / 7WTC First Raise
7WTC First Raise
ActiveInvest Oriented
Fundraise Progress
Target —Invested $9.8MRemaining —
Members
Total invested
$9.8M
OpportunitiesFunnel
ContactEntityAccreditationStatusShare ClassCommitted
Rachel Bennett
rachel@bennettcap.com
Bennett CapitalNot accredited
Invested
Members$2,400,000.00
David Hawkins
d.hawkins@hfo.com
Hawkins Family OfficeNot accredited
Invested
Members$5,200,000.00
Tyler Morgan
tyler.morgan@gmail.com
—Not accredited
Invested
Members$1,850,000.00
Karen Mitchell
karen@mitchholdings.com
Mitchell Holdings LLCNot accredited
Invested
Members$1,250,000.00
Brian Foster
bfoster@fosterequity.com
Foster Equity GroupNot accredited
Invested
Members$3,100,000.00
Total$9,800,000.00
Showing 5 of 5 rows
  • Set audience, gates, and approvals per fundraise — not per platform contract
  • Run private 506(b) and public 506(c) raises in parallel on the same account
  • Every step the LP takes flows into the same pipeline view and cap table
Configure your raise

What GPs say about their Covercy raises

“We ran a 506(c) raise and a 506(b) raise in parallel on the same platform — without our ops team having to keep two separate spreadsheets in sync. The configurator paid for itself in the first deal.”
Marcus Chen
Managing Partner, Steelyard Capital
“Investors who would normally take three weeks to wire funds were sending us $250K via ACH the same afternoon they signed. That changed how we plan our close.”
Priya Anand
Director of Investor Relations, Halcyon Residential Group
“Accreditation used to be the bottleneck — chasing tax returns, brokerage statements, then losing the investor to the friction. Covercy handles the verification flow so we focus on the deal, not the paperwork.”
David Kohn
Founder, Apex Multifamily Partners
Read more on G2 →

Tailor Covercy's investment management software for your real estate firm

Fundraising Starter

For raising your next deal

Talk to sales
  • CRM
  • Investor Portal
  • Fundraising
  • Distributions
  • Reporting
  • Funds & Capital Calls
  • Integrations
  • Valuations
  • Retail & Broker-Dealer
  • Accounting & Compliance

Standard

For managing capital you've already raised

Talk to sales
  • CRM
  • Investor Portal
  • Fundraising
  • Distributions
  • Reporting
  • Funds & Capital Calls
  • Integrations
  • Valuations
  • Retail & Broker-Dealer
  • Accounting & Compliance
Most popular

Professional

The full platform: funds, deals, payments, integrations

Talk to sales
  • CRM
  • Investor Portal
  • Fundraising
  • Distributions
  • Reporting
  • Funds & Capital Calls
  • Integrations
  • Valuations
  • Retail & Broker-Dealer
  • Accounting & Compliance

Fund Administration

Add when you need NAV, fund accounting, or retail raising

Talk to sales
  • CRM
  • Investor Portal
  • Fundraising
  • Distributions
  • Reporting
  • Funds & Capital Calls
  • Integrations
  • Valuations
  • Retail & Broker-Dealer
  • Accounting & Compliance

Run your next raise on a platform that closes the loop.

Schedule a Demo
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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: 3 Ha-Yetsira St, Ramat Gan 5252141.

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)

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