One-Click Fundraising with ACH Debit
Only Covercy makes fundraising this easy. Simplify the investment process by allowing investors to fund a deal in seconds using secure ACH debit payments.
PRODUCT / FUNDRAISING
All-in-one fundraising software for real estate deals.
Covercy’s end-to-end fundraising platform helps real estate GPs raise more capital & close deals faster.
Fundraising Features
Raising capital for your next real estate project is easy with Covercy’s fundraising platform, offering GPs a seamless and efficient way to promote deals & manage investor contributions.
E-Signatures
Speed up deal closures with integrated e-signature functionality, enabling secure, digital signing of all necessary documents.
Investor Accreditation
Covercy GPs can onboard investors using VerifyInvestor.com for accredited investor verification and comprehensive Anti-Money Laundering (AML) & Know Your Customer (KYC) compliance.
Deal Showcase Pages
Create polished opportunity pages to present investment deals professionally, complete with pitch decks, photos, videos, documents, and other detailed offering information.
Pipeline Management
Stay organized and track investor commitments through every stage of the fundraising process, from soft-circled through signature, accreditation, and commitment.
Pay Directly to Title
Never miss a closing. Covercy allows GPs to pay directly to the title company from right within the fundraising platform, ensuring timely and secure disbursement of funds without needing external banking tools.
InvestNow Deal Showcase
Showcase all available live investment opportunities on your website with InvestNow and capture interest instantly by turning browsing visitors into committed investors.
Flexible Payment Methods
Offer investors various payment options, including ACH debit, wire transfers, and even low-fee cross-border transfers, making it easy for them to contribute in their preferred way.
Document Creation
Create and share all standard documents with your investors from right within the Covercy platform: PPMs, operating agreements, subscription documents, investor questionnaires, form 6-Ks, and more.
Pitch Decks
Design and distribute beautiful pitch decks to share with investors alongside your deal showcase page. Track engagement, interest, and commitment level right within your deal campaign based on activity on your deal pages and within the pitch deck itself.
Instant Reconciliation
Automatically track contributions and investments in real-time, ensuring funds are instantly reflected on your platform without manual intervention.
Complex Deal Structures
Easily manage and fundraise for even the most complex deal structures: syndication, funds, fund of funds, equity and debt, and more.
Why Covercy?
With so many real estate fundraising tools to choose from, learn what sets Covercy apart from the rest.
Showcase Exciting Deals & Capture Lead Interest
Elevate your lead generation and marketing efforts and display live investment opportunities directly on your website with Covercy’s powerful InvestNow feature. Earn investor trust with a professional online presence that attracts interested investors and captures new leads effortlessly, all while showcasing your deals in a polished, investor-friendly format.
Convert Investors from Interested to Invested in Minutes
Take investors from interested to committed in just a few clicks. With Covercy, investors can express interest, sign documents, and make payments — all within the platform — allowing you to close a deal in the time it takes to drink a cup of coffee.
Tracking & Reconciliation for Automatic Capital Stack Management
Spend more time growing your portfolio and less time managing payments across thousands of investor positions. Covercy tracks every investment, automatically calculates ownership percentages, and provides real-time transparency on who invested, how much, and when.
Scale Effortlessly with Flexible Tools That Grow With You
Whether managing a simple pro-rata syndication or more complex asset-based or fund-based deal structures, Covercy has it handled. With both asset- and fund-based fundraising management built into the platform, along with flexible payment options available to collect capital from investors, Covercy enables GPs to scale without limitation.
Never Miss a Closing with Instant Payments
Stay on top of every closing with Covercy’s built-in payments platform. Instantly disburse funds to title companies, contractors, and other key stakeholders, ensuring timely and accurate payments. And it’s not over when your raise is over — Covercy’s investor portal, distribution engine, and financial operations framework never sleep, keeping your projects humming behind the scenes.
Showcase Exciting Deals & Capture Lead Interest
Elevate your lead generation and marketing efforts and display live investment opportunities directly on your website with Covercy’s powerful InvestNow feature. Earn investor trust with a professional online presence that attracts interested investors and captures new leads effortlessly, all while showcasing your deals in a polished, investor-friendly format.
Convert Investors from Interested to Invested in Minutes
Take investors from interested to committed in just a few clicks. With Covercy, investors can express interest, sign documents, and make payments — all within the platform — allowing you to close a deal in the time it takes to drink a cup of coffee.
Tailor Covercy’s investor management features for your real estate firm
Distributions
Automate and streamline your payment distribution process, ensuring timely and accurate-to-the-cent investor payouts with just a few clicks.
Investor Portal
Empower your investors with real-time, secure access to detailed reports, investment updates, transaction history, tax information, and more – all in one secure, easy-to-use platform.
Financial Operations
Gain full control and visibility into all incoming and outgoing transactions, bank accounts, vendor payments, and more with Covercy’s comprehensive back-office operations tools.
Payments
Seamlessly manage domestic and global payments with flexible options for receiving and distributing funds quickly and securely.
Tracking & Reconciliation for Automatic Capital Stack Management
Spend more time growing your portfolio and less time managing payments across thousands of investor positions. Covercy tracks every investment, automatically calculates ownership percentages, and provides real-time transparency on who invested, how much, and when.
Scale Effortlessly with Flexible Tools That Grow With You
Whether managing a simple pro-rata syndication or more complex asset-based or fund-based deal structures, Covercy has it handled. With both asset- and fund-based fundraising management built into the platform, along with flexible payment options available to collect capital from investors, Covercy enables GPs to scale without limitation.
Never Miss a Closing with Instant Payments
Stay on top of every closing with Covercy’s built-in payments platform. Instantly disburse funds to title companies, contractors, and other key stakeholders, ensuring timely and accurate payments. And it’s not over when your raise is over — Covercy’s investor portal, distribution engine, and financial operations framework never sleep, keeping your projects humming behind the scenes.
What Our Clients Say
Covercy reviews sourced by G2Tailor Covercy's investment management software for your real estate firm
Fundraising Starter
Syndicate faster with auto payment collections
- AI Content Generator
- eSignatures
- Automated Contribution Payments
- Fundraising Pipeline Management
- Interactive Investor Pitch Deck
- Showcase Opportunities on Your Website
- Investor Accreditation (Fees Apply)
Most popular
Standard
Investor portal and automated payments
- AI Content Generator
- Investor Portal
- eSignatures
- Automated Contribution Payments
- Automated Waterfalls
- Investor Reports
- Investor Email Communications
- Document Sharing
- Automated K1 Matching
Professional
Advanced features for growing teams and funds
- Investor Portal
- Fundraising Pipeline Management
- Interactive Investor Pitch Deck
- Showcase Opportunities on Your Website
- Investor Accreditation (Fees Apply)
- Fully Customizable Permissions
- Rent Manager Integration
- Yardi Exporter
- Raw Data Integration Hub
Fund Administration
Full-service institutional fund operations and administration
- NAV Calculation & Performance
- Fund Accounting Services
- Investor Services & Capital Accounts
- Fee Calculations & Waterfalls
- Tax Support & K-1 Coordination
- Audit Support & Reconciliation
- Compliance & Regulatory Reporting
- View complete feature list
Frequently Asked Questions
- How does Covercy’s fundraising platform help me manage multiple investors and contributions at different stages?
- Covercy gives you a single dashboard for tracking soft-circled interest, signed documents, accreditation status, and funded amounts across every investor. Automated reminders and instant reconciliation keep commitments and cash movements in sync so nothing slips through the cracks.
- How can Covercy help me close deals faster?
- Deal pages, integrated e-signatures, and ACH debit payments let prospects review, sign, and fund in minutes. You can monitor progress in real time and nudge investors at the exact moment they need to take the next step, accelerating every raise.
- Can I use Covercy to market my investment opportunities directly to potential investors?
- Yes. Publish branded InvestNow pages on your website, share secure data rooms, and capture inbound interest automatically. Covercy turns those leads into a guided funnel where investors can request access, review materials, and commit without leaving your experience.
- Does Covercy support complex deal structures, such as those involving both debt and equity?
- Absolutely. Covercy models syndications, funds, fund-of-funds, and hybrid debt-equity deals with flexible capital stack management. You can configure waterfall tiers, entity ownership, and allocation rules while keeping investor reporting accurate and automated.