Covercy Platform Features
The core tools that you need to fully manage your real estate investment firm.
CRE Investment Core
Investor Portal
Your investors can access their account to view portfolio info, transactions, documents & reports.
Distributions Management
Create & manage your capital distributions.
Capital Calls
Create and manage your capital calls.
Positions
View the positions of your investors in all assets & funds. Slice and dice as you wish.
International Capital Call Payment Processing
Call capital in your investment currency. Investors fund them in their select currency.
Security
Slash the risk of phishing and wire-fraud with our secure platform and payments.
More Investment Core Features
Distribution Notices
Auto generated personalized distribution notifications to each investor.
Track Ownership
Track who owns how much of each of your assets and funds. Auto calculated.
Investors
Manage your current & potential investors.
Distribution Payments & Automation
Online Distribution Payments
Complete all distribution payments in a click. We’ll auto debit your account.
Auto Pro Rata Calculator
Auto-calculate your distributions for each investor. GP promote can be added too.
Tax Withholding
Deduct taxes from each investor’s individual transaction. They get duly notified.
Secure e-Fund Account™
Our partner banks or payment partners will open accounts under your fund/asset names to automate processing of capital calls & distributions.
Payment Compliance
Our strict anti-money-laundering tests & policies help you stay compliant.
More Distribution Payments & Automation Features
Domestic Distributions
Make one bank transfer to an e-Fund Account™. We’ll autopay your investors.
International Distributions
Make one bank transfer to an e-Fund Account™. We’ll autopay your investors in their chosen country and currency.
Reconciliation
Automatic reconciliation ensures delivery of your outgoing distributions payments and notifies you if there’s a problem.
Distribution Adjustments
Add or deduct per-investor adjustments to account for due differences.
Distribution Import
Import more complex distribution calculations from your own spreadsheets.
Investor Relations
Performance Reports
Publish structured reports with professional metrics, text updates & pictures.
Shared Documents
Share documents like K1s, agreements & financial statements with your investors. Per fund / syndicate.
Complex Investment Structures
Debt or equity investments, deal by deal or fund structures, single tier ownership or nested co-investments – all supported.
More Investor Relations Features
Document Access Rights
Set per-document access rights: specific investor(s) or all participants.
Folders
Organize each fund / syndication documents in your preferred folders.
Pictures & Videos
Entice your investors with pictures & videos of your assets.
Fundraising
Online Teasers
Share auto-generated investment marketing webpages with your prospective investors.
Investor Activity Tracker
Track which of your prospective investors access Online Teasers and how frequently they do so.
e-Signatures
Let your investors e-sign contracts.
More Fundraising Features
Subscription Contract Templates
Upload contract templates. Fields like investor name and amount will be auto filled in per investor.
Investment Teaser Responses
Investors can indicate if they’re interested to participate directly from the Online Teaser.
