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From chaos to clarity
Without Neo
Sarah Chen3:42 PM
Re: Re: Re: Fund III Q3 numbers?
Hey — can someone pull the updated commitment totals? The spreadsheet Jake sent last week doesn’t match the portal. Need this for the board deck by EOD.
With Neo
What’s our Fund III fundraising status?
Fund III has raised $18.2M of your $25M target — 34 investors committed, with $3.8M pending from 6 LPs. Want me to draft a follow-up to the pending investors?
Draft follow-up →View Fund III dashboard
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Capture investors on the spot
Met a potential investor at a conference? Just tell Neo. He’ll capture the details, attach them to your active raise, and keep the momentum going from first handshake to signed subscription.
- Create contacts from a conversation
- Attach investors to active fundraises
- Set soft-circles and commitment stages
- Schedule follow-up reminders automatically
I just met Sarah Chen at the NMHC conference. She’s a partner at Redwood Capital, interested in Fund III. Her email is s.chen@redwoodcap.com
Done. Here’s what I set up:
ContactSarah Chen
FirmRedwood Capital
DealFund III
StageSoft circle
SourceNMHC Conference
I also scheduled a follow-up reminder for next Tuesday. Want me to draft an intro email to her?
Your data stays yours
Neo is built for regulated industries. Your data stays private, and you stay in control.
- Neo only sees what you can see — permissions are enforced at every level.
- Before taking any action, Neo shows you exactly what it will do and waits for your approval.
- Powered by enterprise-grade AI from leading US providers. Your data is never used to train models.
- SOC 2 compliant infrastructure with end-to-end encryption.
Got questions?
How is Neo different from ChatGPT or other general AI tools?
Neo is purpose-built for commercial real estate investment management. It has direct access to your Covercy One data — funds, investors, transactions, documents — so it gives you real answers from your actual portfolio, not generic information.
Is my data safe with Neo?
Yes. Neo respects your existing permission model — it can only access data you are authorized to see. Your data is never used to train AI models, and all communication is encrypted end-to-end within SOC 2 compliant infrastructure.
Can Neo take actions on my behalf?
Neo can prepare actions like drafting communications or generating reports, but it always shows you exactly what it will do and waits for your explicit approval before executing anything.
Do I need a special plan to use Neo?
Neo is available across Covercy One plans. Contact our team to learn about availability and how Neo can work for your specific setup.
Will Neo replace my team?
No. Neo is designed to be a Co-GP — it augments your team by handling repetitive work, surfacing insights, and saving hours of manual effort so your team can focus on high-value decisions.