Covercy
Investment Management Products
  • Investor Portal
    Investor Portal

    Real-time fund performance tracking

  • Financial Operations
    Financial Operations

    Centralized bookkeeping and reporting

  • Distributions
    Distributions

    Automated capital distributions

  • Fundraising
    Fundraising

    Deal pipeline management

  • Fund AdministrationNew

    NAV and fund accounting services

Payment Solutions
  • US Banking
    US Banking

    FDIC-insured accounts & payments

  • International Payments
    International Payments

    Cross-border capital management

  • Covercy Prime
    Covercy Prime

    Off-plan sales platform for UAE

Integration Partners
  • Rent Manager
    Rent Manager

    Property income and expense sync

  • Thread Bank
    Thread Bank

    FDIC‑insured business banking

  • Investor Portal
    Investor Portal

    Real-time fund performance tracking

  • Financial Operations
    Financial Operations

    Centralized bookkeeping and reporting

  • Distributions
    Distributions

    Automated capital distributions

  • Fundraising
    Fundraising

    Deal pipeline management

  • Fund AdministrationNew

    NAV and fund accounting services

Book a demo
Investor Management
  • Investment Management Software

    Capital tracking and reporting

  • Investor Communications

    Automated capital calls and updates

  • Investor Portal

    24/7 investor access

  • Investor Reporting

    Custom performance reports

Capital Raising
  • Capital Calls

    Automated fund collection

  • Deal Sourcing

    Track commitments and documents

  • Deal Flow Management

    Pipeline from soft to committed

  • Capital Stack Management

    Equity and debt visualization

  • Deal Marketing With InvestNow

    Branded deal page launch

Distribution Payments
  • Real Estate Syndication

    Automated subscription and compliance

  • GP/LP Structure

    Define splits and automate distributions

  • Profit Distribution Payments

    Domestic and cross-border payouts

  • Automated Distribution Waterfall

    Configure and automate waterfalls

  • Simple Pro Rata Distribution

    One-click proportional distributions

CRE Banking
  • Fund Administration

    Outsourced bookkeeping and NAV

  • Paid-In Capital

    Real-time contribution tracking

  • Uncalled Capital (Dry Powder) Management

    Monitor and forecast liquidity

  • CapEx Management

    Budget and vendor payment management

  • Investment Management Software

    Capital tracking and reporting

  • Investor Communications

    Automated capital calls and updates

  • Investor Portal

    24/7 investor access

  • Investor Reporting

    Custom performance reports

Book a demo
Discover
Articles & Insights

Expert insights, guides, and best practices

About

Our story, mission, and team

Help Center

FAQs, tutorials, and support docs

Covercy Pay

Payment solutions for real estate

Contact

Get in touch with our team

Book a Demo
Pricing
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Investor PortalFinancial OperationsDistributionsFundraisingFund Administration
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Pricing sections

Solutions

  • Create a BundleNew

Products

  • Investment Management
  • Payments & Banking
  • International Payments

Payments & Banking Pricing

Automate US payments, boost yields, and expand treasury operations.

Smart Payments

Automates investment management payments

2 Included Accounts

$0/ month

Talk to sales
  • Up to $3M FDIC‑Insured Bank Accounts
  • 10 Monthly ACH Payments (Included)
  • Wire Payments
  • Next Day ACH
  • QuickBooks Bank Sync
  • Connect External Bank Accounts (Weekly Updates)
  • Multi‑Factor Payment Approvals
  • 3 Virtual Debit Cards
  • 1 Physical Debit Card

Additional Costs

  • Additional Account:$20
  • Additional ACH:$2

Core

Essential banking with daily updates

10 Included Accounts

$79/ month

Earn 1.73% APY

Talk to sales
  • Includes all features from Smart Payments
  • 20 Monthly ACH Payments (Included)
  • QuickBooks Bank Sync
  • 20 Virtual Debit Cards
  • 20 Physical Debit Cards
  • Connect External Bank Accounts

Additional Costs

  • Additional Account:$15
  • Additional ACH:$1.50

Advanced

Reduced fees and same-day ACH

20 Included Accounts

$239/ month

Earn 2.31% APY

Talk to sales
  • Includes all features from Core
  • 120 Monthly ACH Payments (Included)
  • 20 Physical Debit Cards
  • Connect External Bank Accounts
  • Same-Day ACH
  • Daily Updates for External Accounts

Additional Costs

  • Additional Account:$5
  • Additional ACH:$1

Premium Banking

Best for customers with >$2M cash balance

80 Included Accounts

$799/ month

Earn 2.59% APY

Talk to sales
  • Includes all features from Advanced
  • Unlimited ACH Payments
  • Debit Cards (Virtual & Physical)

Additional Costs

  • Additional Account:$2

Smart Payments

Automates investment management payments

2 Included Accounts

$0/ month

Talk to sales
  • Up to $3M FDIC‑Insured Bank Accounts
  • 10 Monthly ACH Payments (Included)
  • Wire Payments
  • Next Day ACH
  • QuickBooks Bank Sync
  • Connect External Bank Accounts (Weekly Updates)
  • Multi‑Factor Payment Approvals
  • 3 Virtual Debit Cards
  • 1 Physical Debit Card

Additional Costs

  • Additional Account:$20
  • Additional ACH:$2

Core

Essential banking with daily updates

10 Included Accounts

$79/ month

Earn 1.73% APY

Talk to sales
  • Includes all features from Smart Payments
  • 20 Monthly ACH Payments (Included)
  • QuickBooks Bank Sync
  • 20 Virtual Debit Cards
  • 20 Physical Debit Cards
  • Connect External Bank Accounts

Additional Costs

  • Additional Account:$15
  • Additional ACH:$1.50

Advanced

Reduced fees and same-day ACH

20 Included Accounts

$239/ month

Earn 2.31% APY

Talk to sales
  • Includes all features from Core
  • 120 Monthly ACH Payments (Included)
  • 20 Physical Debit Cards
  • Connect External Bank Accounts
  • Same-Day ACH
  • Daily Updates for External Accounts

Additional Costs

  • Additional Account:$5
  • Additional ACH:$1

Premium Banking

Best for customers with >$2M cash balance

80 Included Accounts

$799/ month

Earn 2.59% APY

Talk to sales
  • Includes all features from Advanced
  • Unlimited ACH Payments
  • Debit Cards (Virtual & Physical)

Additional Costs

  • Additional Account:$2
Swipe to see all tiers
FeaturesSmart PaymentsCoreAdvancedPremium Banking

Included Accounts

Pre-configured bank accounts included with your subscription at no additional charge

2 Accounts10 Accounts20 Accounts80 Accounts

Earn APY

Earn competitive annual percentage yields on idle cash balances, paid monthly

View Legal Terms & Conditions

Covercy is a financial technology company, and is not a bank. Banking services provided by Thread Bank, Member FDIC. The tiered annual percentage yield (APY) is effective as of the last Federal Funds Rate update. This is a variable rate based on the Federal Funds Rate and may change after the account is opened. Fees may reduce earnings on the account.

N/A1.73%2.31%2.59%

Up to $3M FDIC‑Insured Bank Accounts

FDIC-insured coverage up to $3 million through Thread Bank's deposit sweep program across multiple banks

View Legal Terms & Conditions

Covercy is a financial technology company, and is not an FDIC-insured bank. Banking services provided by Thread Bank, Member FDIC. 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.

IncludedIncludedIncludedIncluded

Monthly ACH Payments (Included)

Monthly allotment of ACH transactions included in your base subscription; additional transfers billed separately

10 Payments20 Payments120 PaymentsUnlimited

Wire Payments

Send domestic and international wire transfers directly from your Covercy accounts (per-wire fees apply)

AvailableAvailableAvailableAvailable

Next Day ACH

Send ACH payments that settle the next business day for faster cash movement

IncludedIncludedIncludedIncluded

QuickBooks Bank Sync

Effortlessly integrate your QuickBooks bank transactions with your Covercy accounts for accurate reconciliation and streamlined financial management

IncludedIncludedIncludedIncluded

Connect External Bank Accounts (Weekly Updates)

External bank account balances and transactions refresh weekly for consolidated reporting

IncludedIncludedIncludedIncluded

Multi‑Factor Payment Approvals

Strengthen payment security with MFA approvals workflows

IncludedIncludedIncludedIncluded

Virtual Debit Cards

Create virtual debit cards for secure, trackable spending

3 Cards20 Cards20 Cards20 Cards

Physical Debit Cards

Issue and manage physical debit cards for your team

1 Card20 Cards20 Cards20 Cards

Connect External Bank Accounts

Link existing bank accounts from other institutions for unified treasury visibility

UpgradeIncludedIncludedIncluded

Same-Day ACH

Send ACH payments that settle same-day for urgent payouts and time-sensitive transfers

UpgradeUpgradeIncludedIncluded

Daily Updates for External Accounts

External bank accounts sync daily for near real-time treasury visibility

UpgradeUpgradeIncludedIncluded
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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.

The Covercy Visa Debit Card is issued by Thread Bank, pursuant to a license from Visa U.S.A. Inc. and may be used everywhere Visa is 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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