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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

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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

Guides and answers for Covercy One

Covercy Pay Help

FAQs and support docs for Covercy Pay

Contact

Get in touch with our team

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Investment Management Solutions

Explore all the ways General Partners can manage & grow their real estate firms with Covercy.

Already know what you want? Start free!

One place to manage it all— from new deals to investor distributions & everything in between.

Investor ManagementCapital RaisingDistribution PaymentsCRE Banking

Learn more about Covercy's robust investor management tools & features.

Investment Management Software

Covercy gives commercial real estate professionals the first truly end-to-end investment management software solution on the market. See all investment management features here.

Investor Portal

Build and launch an intuitive investor portal that gives your Limited Partners real-time access to all of the assets they hold with you. With Covercy's investor portal, they can instantly view portfolio performance, new deal pages, sensitive documents, and other important communication from you — from a single consolidated source of truth. Try it today.

Investor Communications

Covercy helps streamline effective investor communications for satisfied limited partners. Learn more about Covercy's investor communications features & see if Covercy is the right fit for your firm.

Investor Reporting

Covercy's built-in investor reporting tools offer comprehensive and concise insights into your portfolio performance. Create reports using automated Covercy templates & give your LPs all the information they need to feel confident and informed about their investments. Read more about investor reporting with Covercy.

investment management solutions by covercy
More About Investor Management with Covercy

Capital Raising

Everything you need to raise capital for new or existing commercial real estate projects.

Capital Calls

Covercy gives GPs the ability to truly automate capital calls by integrating FDIC-insured bank accounts and ACH debit transfers right within the investment management tool. Learn more about capital calls with Covercy here.

Deal Flow Management

Covercy empowers General Partners (GPs) with comprehensive deal flow management, streamlining commercial real estate transactions from sourcing to closing. See full deal flow management features here.

Deal Sourcing

Deal sourcing is both an art and a science. Learn how Covercy's end-to-end investment management platform facilitates deal sourcing and closing.

Capital Stack Management

Manage your real estate capital stack — debt and equity reporting, distribution waterfalls, built-in bank accounts across assets and LPs, and liquidity management — right within Covercy. Learn how.

Deal Marketing with InvestNow

Covercy gives real estate GPs and investors modern conveniences with powerful InvestNow marketing features. InvestNow serves to facilitate the investment process for accredited investors interested in working with a GP using Covercy. See it in action on our demo site.

Explore All Capital Raising Features

Distribution Payments

Distribution payments — automated, accurate, and easy — only with Covercy.

Real Estate Syndication

As the first end-to-end commercial real estate syndication platform, Covercy makes it easier for syndicators, deal sponsors, and General Partners (GPs) to keep investors happy. Learn more about commercial real estate syndication.

Automated Distribution Waterfall

Unlike most investment management software on the market, Covercy approaches distribution waterfalls by customizing the model to the GP's unique deal structure. See how Covercy's custom waterfall modeling could work for your real estate firm.

GP/LP Structure

Learn how Covercy's suite of software helps real estate syndicators manage the end-to-end intricacies of a GP LP structure.

Simple Pro Rata Distribution

Make simple pro-rata distributions with the click of a button. The Covercy platform can calculate and distribute funds from the asset's integrated bank account right to your investors' account, and recorded immediately in the investor portal. Learn more about how pro rata distribution with Covercy works.

Profit Distribution Payments

Say goodbye to wire day forever. With Covercy, all profit distributions can be made electronically via ACH debit with integrated, high-yield & FDIC-insured bank accounts. See how it works.

Explore All Distribution Features

CRE Banking

A new way to collect capital, automate distributions, and maximize investments right within your investment management platform.

Fund Administration

Covercy offers robust fund administration & financial reporting tools for real estate GPs who manage real estate funds, not just syndication projects, within their portfolio.

Paid-In Capital

Covercy offers paid-in capital banking solutions that give GPs the best of both worlds: high-yield interest rates and total liquidity. See how Covercy's GP customers are using our banking products to generate revenue off paid-in capital funds.

Uncalled Capital (Dry Powder) Management

Covercy's CRE Banking gives GPs and LPs access to FDIC-insured cash accounts with a high APY, maximizing uninvested or uncalled capital funds. Escrow accounts rarely, if ever, generate such a significant yield for GPs and LPs while cash sits waiting to be drawn. Learn more about how to maximize uncalled capital with smart banking strategies.

CapEx Management

Effective CapEx Management is critical for successful commercial real estate syndication deals, especially for longer-term commercial asset projects. Learn how Covercy's robust suite of software tools helps GPs manage, report, and organize capital expenditures.

See All CRE Banking Features

What Covercy customers are saying

"We started with a pilot to automate distributions and centralize investment management. Now, we've tripled our Covercy usage in three months. We're never going back."

Eric Benitez

Eric Benitez

Principal, FCA Orbita Group

FCA Orbita Group

Explore investment management solutions by asset class

Distressed PropertyMultifamilyOffice SpaceBuild-to-Rent
Manufactured HousingWarehousing & StorageStudent HousingMixed Use
Real Estate FundsAlternative InvestmentsLand Development
SEE ALL ASSET CLASSES WE SERVE

Covercy is trusted by:

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

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

Not sure which is right for you?

Book a demo and we'll help you decide.

Try it FreeRequest a Demo (opens in a new tab)
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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 CenterCovercy Pay HelpContact 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)

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