Investment management with banking built in
Run your commercial real estate investments, all in one place
Covercy One is the investment software solution built for commercial real estate GPs. Replace the disconnected stack of portal, payments, and spreadsheets with one platform your team and your investors actually want to use.
- Run capital raising for real estate syndications with branded deal pages and online subscriptions
- Give investors a professional investor portal for real estate with 24/7 access to positions, documents, and distributions
- Automate commercial real estate distributions: calculate, approve, pay, and reconcile in one workflow
Book your demo
Tell us a bit about your firm and weโll tailor the walkthrough to your funds and investors.
30-minute personalized walkthrough. No commitment. Your information stays private.
Recognized by buyers on TrustRadius
Trusted by commercial real estate investment managers
moved across our rails every year
investment firms on the platform
investors served
One platform for the entire investment lifecycle
From the first soft commitment to the final distribution, Covercy One runs it.
Capital Raising
Close your real estate syndication faster
Running capital raising across email, PDFs, and wire instructions slows every raise. Covercy One gives you branded deal pages with online subscriptions, accreditation, and ACH funding, so investors in your real estate syndication or fund go from interested to funded in minutes.
Greenfield Industrial Fund II
Sunbelt logistics, built for 2026.
Additional investment information and confidential documents are available after completing self-accreditation verification and signing a Non-Disclosure Agreement.
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Complete accreditation & sign NDA to unlock this section
Investor Portal
An investor portal for real estate LPs love
When investors have to email you for every statement and K-1, your team becomes the bottleneck. Covercy One gives them a modern investor portal for real estate with real-time positions, documents, and distributions, 24/7, so you field fewer support requests and they invest with more confidence.
Banking & Payments
Banking and payments, built in
Wiring money from outside bank accounts is slow and disconnected from your records. Covercy One lets you open FDIC-insured accounts, collect capital calls, and pay distributions by ACH from inside the platform, then reconciles automatically, so money movement is part of your workflow instead of a separate vendor.
Distributions
Distributions without the spreadsheets
Manual waterfalls and one-off wires are slow and error-prone. Covercy One calculates the waterfall, routes approvals, pays investors from integrated bank accounts, and reconciles automatically, turning a multi-day commercial real estate distribution into a single workflow.
The disconnected stack vs. Covercy One
Most GPs run commercial real estate on five tools that donโt talk to each other. Covercy One is one.
The disconnected stack
- A separate investor portal bolted on at the end
- Spreadsheets for waterfalls and the cap table
- Manual wires from outside bank accounts
- CRM, e-signature, and documents in different tools
- Reports stitched together by hand
Covercy One
- A professional investor portal included
- Automated waterfalls and a live cap table
- Integrated banking, ACH, and reconciliation
- Fundraising, e-signature, and documents in one place
- Reports generated from live data
Meet NeoYour AI Co-GP
Neo is the AI built into Covercy One. Ask about fund performance, draft investor updates, or surface what needs your attention, in plain English, across capital raising, your investor portal, and distributions.
- Answer portfolio questions in plain English
- Draft investor updates from live fund data
- Surface anomalies and the next best action
Built for how you raise and run
However you structure a raise, Covercy One models it: deal-by-deal syndications, blind-pool funds, and funds of funds, under both 506(b) and 506(c).
Emerging & first-time sponsors
Look institutional from day one with a professional investor experience and no enterprise budget.
Scaling GPs & fund managers
Run more funds and more investors without adding headcount or stitching together more vendors.
Syndications, funds & funds of funds
Raise deal by deal, run a blind-pool fund, or stack a fund of funds. Covercy One models the entities and waterfalls you actually use instead of forcing a one-size template.
506(b) and 506(c) raises
Run private 506(b) raises or publicly marketed 506(c) raises, with accreditation verification built into investor onboarding so compliance is part of the flow.
See it on your next raise
Tell us how you raise and run, and weโll tailor the walkthrough to your funds and investors.
Show me Covercy One on my portfolioWhat commercial real estate GPs say
By consolidating fundraising, banking, and investor capital management into a single platform, we have been able to provide a more efficient closing process for our investors while also increasing the accuracy of reporting.
Jim BolandPartner & COO ยท PCP FlowBy bringing everything into one platform, we have transparency both to our investors and to our business organization as a whole. Being able to create reports is much simpler and easier to understand the information being shown from an investorโs point of view.
Brian WilsonDirector of Sales and Operations, Sonos CapitalYour data and your money, protected
SOC 2 compliant
Independently audited security controls with end-to-end encryption across the platform.
Regulated banking rails
Funds move over regulated, FDIC-insured banking infrastructure through our banking partner.
Your data stays yours
Permissions are enforced at every level, and your data is never sold or used to train models.
Frequently asked questions
How fast can we get started?
Do we have to switch banks?
Is our investor data secure?
Can investors in our real estate syndications self-serve?
What does Covercy One cost?
What happens after you book
- 1
Book your demo
Pick a time and tell us about your funds and investors.
- 2
See a tailored walkthrough
A 30-minute tour of Covercy One mapped to how you raise and run.
- 3
Go live with support
We help migrate your investors and deals so your team starts fast.
Ready to see it on your own portfolio?
Book a personalized demo and weโll walk through Covercy One with your funds and investors in mind.
Book a Demo