Fundraising with Capital Calls

Managing investors through the fundraising process and collecting money… All in one platform

cre investment management toolportal

Send professional offering decks

Track investor commitments & collect e-Signatures

Issue Capital Calls & Collect funds with ACH Debit

Track and organize all documents 

Send professional offering decks

Share a professional prospectus of a new property to potential investors with a click of a button on the platform.

Track investor commitment and collect e-signatures

Manage your investors in the process from potential to soft circle to signed and finally to invested. Monitor your progress via a central dashboard which reflects the different status so you always have an eye on your fundraising target. Know right where you are with making your investment goal so you can close your deal on time. 

CRE property offering deck

Issue Capital Calls and Collect funds with ACH Debit

Once all your investors have signed, you are ready to issue a Capital Call. 

 There are three easy steps:

  1. Issue: Auto-generate a request for Capital.
  2. Process: Collect funds with ACH debit into your primary account. 
  3. Track: Create a system of record of all incoming funds and status. 

issue a capital call for a CRE asset

Track and organize all documents

All documents for each investor are tracked and stored by each investor. Covercy fundraising module is fully integrated with HelloSign so signed agreements are automatically stored. Once an investor has expressed a solid interest, share the agreement via the platform to be e-signed. You can even create templates of agreements and reuse them and have selected fields pre populated such as names and amounts. After signing, the investor will get a copy immediately and you will get notified together with the signed agreement.

For more detail on how to fundraise and issue a Capital Call all in one platform … Read More

© Copyright - Covercy