One platform to run your raise.
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See how Covercy One can power your next raise.
Launch your deal page, collect payments, sign docs, and verify accreditation—all in one place. Whether this is your first deal or your fiftieth, Covercy One is built for you.
- Get started at $499/month — no hidden setup fees
- Branded deal rooms you can launch in minutes
- Collect payments & verify accreditation — no extra tools required
- Grows with you — add distributions, investor portal, and fund administration when you're ready
The Fundraising Lifecycle with Covercy One
Step 1
Launch Your Deal Room
Create a branded deal room with investment details, documents, and video—ready to share in minutes.
Step 2
Share & Track Interest
Share with your investor list or generate a link. See who's viewing, clicking, and ready to commit—all in real time.
Step 3
Collect Commitments & Payments
Investors commit and pay online. Payments reconcile automatically—no spreadsheets required.
Step 4
E-Sign & Verify Accreditation
Built-in e-sign and accreditation verification. One platform, no extra subscriptions.
Step 5
Close & Build Your Capital Stack
Close your raise and auto-generate your capital stack. Accounting entries created instantly.
Step 6
Grow Into the Full Platform
When you're ready, add an investor portal, send distributions, share tax forms, and generate reports with Ask One. One platform for your entire operation.
Everything You Need to Run Your Raise
Deal Pages
Launch branded deal rooms investors can access online.
- Custom branding & layout
- Document hosting & sharing
- Embedded video walkthroughs
- Shareable investor links
- Real-time view tracking
- Mobile-ready deal pages
Investor CRM
Your investor relationships, finally organized.
- Contacts & entity management
- CSV / Excel import wizard
- Activity timeline per contact
- Custom fields on everything
- Accreditation tracking & audit trail
- Referrer attribution & channel tracking
Commitments & Payments
Collect capital without spreadsheets or wire delays.
- Online commitment collection
- Integrated banking (no third-party processor)
- Fee-free investor transfers
- Automatic payment reconciliation
- Built-in e-sign for subscription docs
- SEC-compliant accreditation verification
Meet Your AI-Powered Co-GP
Ask One is embedded throughout Covercy—ready to answer questions, take action, and generate reports in seconds. No dashboards to build. No reports to run.
- Personalized daily briefings — see what changed since you last logged in
- Natural-language filters across contacts, entities, and fundraises
- CRM actions through conversation — create contacts, log notes, assign tasks
- Live fundraise snapshots with committed, signed, and called metrics
- Context-aware suggestions tailored to the page you are on
- Investor reports generated from uploaded financials in minutes
- Ask One only sees what you can see—permissions are enforced at every level.
- Before taking any action, Ask One shows you exactly what it will do and waits for your approval.
- Powered by enterprise-grade AI from leading US providers. Your data stays private and protected.
Trusted by 150+ Real Estate Sponsors
Sponsors across multifamily, industrial, self-storage, and more run their raises on Covercy One.
Ready to launch your raise?
See how Covercy One makes it easy to raise capital, track investors, and close your deal—all in one platform.