Manage prospective investors
Push your prospective investors through the pipeline. View the status of your prospects starting from a potential lead, through a soft commitment and all the way to invested.
Monitor your progress via a central dashboard which reflects the different status so you always have an eye on your fundraising target.
Send offering decks and gain actionable insights
Upload offering decks to the platform and share it with your potential investors. Your investors will receive an email with a link taking them to a designed landing page where they can view the offering deck. They can express their level of interest in the deal directly from the landing page, and you can track their level of engagement and interest level.
Send agreements for E-sign via HelloSign
The Covercy fundraising module is fully integrated with HelloSign. 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.
Covercy is the first Banking-Embedded Investment Management Platform built for commercial real estate investment firms. Save time with our automated distribution & capital call payment processing, and gain your LPs’ trust with our intuitive Investor Portal all in one platform.