Covercy’s core commercial real estate investment management platform includes essential functions like an easy-to-use investor portal, tools to create and manage capital distributions and capital calls, a comprehensive view of investor analytics, and robust cybersecurity. Learn more below.
Your investors can access their account to view portfolio info, transactions, documents & reports.
Create & manage your capital distributions.
Create and manage your capital calls.
View the positions of your investors in all assets & funds. Slice and dice as you wish.
Call capital in your investment currency. Investors fund them in their select currency.
Slash the risk of phishing and wire-fraud with our secure platform and payments.
More Investment Core Features
Auto generated personalized distribution notifications to each investor.
Track who owns how much of each of your assets and funds. Auto calculated.
Manage your current & potential investors.
Make direct payments to your investors’ bank accounts easily with our automatic distribution payments and CRE banking. Explore options to auto-calculate distributions for each investor, deduct taxes, and complete all distribution payments securely online.
Complete all distribution payments in a click. We’ll auto debit your account.
Auto-calculate your distributions for each investor. GP promote can be added too.
Deduct taxes from each investor’s individual transaction. They get duly notified.
Our partner banks or payment partners will open accounts under your fund/asset names to automate processing of capital calls & distributions.
Our strict anti-money-laundering tests & policies help you stay compliant.
More Distribution Payments & Automation Features
Make one bank transfer to an e-Fund Account™. We’ll autopay your investors.
Make one bank transfer to an e-Fund Account™. We’ll autopay your investors in their chosen country and currency.
Automatic reconciliation ensures delivery of your outgoing distributions payments and notifies you if there’s a problem.
Add or deduct per-investor adjustments to account for due differences.
Import more complex distribution calculations from your own spreadsheets.
Spend less time in reporting and more time in revenue-driving activities with our platform’s robust investment analytics. Easily publish performance reports and share documents with your investors with investor relations tools that support even the most complex investment structures.
Publish structured reports with professional metrics, text updates & pictures.
Share documents like K1s, agreements & financial statements with your investors. Per fund / syndicate.
Debt or equity investments, deal by deal or fund structures, single tier ownership or nested co-investments – all supported.
More Investor Relations Features
Set per-document access rights: specific investor(s) or all participants.
Organize each fund / syndication documents in your preferred folders.
Entice your investors with pictures & videos of your assets.
Access auto-generated marketing materials and track investor activity to fundraise seamlessly. Plus, investors can easily e-sign contracts and transfer funds once they’re on board.
Share auto-generated investment marketing webpages with your prospective investors.
Track which of your prospective investors access Online Teasers and how frequently they do so.
Let your investors e-sign contracts.
More Fundraising Features
Upload contract templates. Fields like investor name and amount will be auto filled in per investor.
Investors can indicate if they’re interested to participate directly from the Online Teaser.
Covercy’s platform allows CRE firms to spend more time deal-making and less time bogged down in administration. Improve investor relations, automate banking activities, and make processes more efficient with Covercy.
Banking provided by Choice Financial Group: Member FDIC.
*Actual formula for calculating APY: If your balance is between $120,000 and $1 million (Fed
Funds Rate – 0.2%) * 48%. If your balance is between $1million and $15 million, you would earn
(Fed Funds Rate – 0.2%) * 65%. The above APYs represent a Fed Fund Rate of 4.75% and are true as
of Feb 1, 2023.
