Investment Management Solutions
Explore all the ways General Partners can manage & grow their real estate firms with Covercy.
One place to manage it all— from new deals to investor distributions & everything in between.
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.
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.
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.
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.
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."
Explore investment management solutions by asset class
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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
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)
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