Real Estate Asset
Management Platform Features

The core tools that you need to fully manage your real estate investment firm.

CRE Investment Core

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.

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

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.

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

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.

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

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.

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.

How Our Real Estate Asset Management Platform Excels

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.

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Banking services:

*Covercy is a financial technology company, and is not a bank. Banking services provided by Thread Bank, Member FDIC.
The Covercy Visa Debit Card is issued by Thread Bank, pursuant to a license from Visa U.S.A. Inc. and may be used everywhere Visa is accepted.
**Your deposits qualify for up to $3,000,000 in FDIC insurance coverage when placed at program banks in the Thread Bank deposit sweep program. Your deposits at each program bank become eligible for FDIC insurance up to $250,000, inclusive of any other deposits you may already hold at the bank in the same ownership capacity. You can access the terms and conditions of the sweep program at https://thread.bank/sweep-disclosure and a list of program banks at https://thread.bank/program-banks. Please contact customerservice@thread.bank with questions on the sweep program.

Payment services:

The Currency Cloud Limited (Non MIFID related products). Registered in England No. 06323311. Registered Office: Stewardship Building 1st Floor, 12 Steward Street London E1 6FQ. The Currency Cloud Limited is authorized by the Financial Conduct Authority under the Electronic Money Regulations 2011 for the issuing of electronic money (FRN: 900199) Currencycloud Terms of Use All testimonials, reviews, opinions or case studies presented on our website may not be indicative of all customers. Results may vary and customers agree to proceed at their own risk.

Covercy Europe Limited. Registered in England No. 675000. Registered Office: 5 Elstree Gate, Elstree Way, Borehamwood, Hertforshire, WD6 1JD, UK
Covercy Technological Trading Limited. Registered in Israel No. 57797. Registered Office: 3 Ha-Yetsira St, Ramat Gan 5252141.
For clients based in the European Economic Area, payment services for Covercy Europe Ltd. are provided by CurrencyCloud B.V.. Registered in the Netherlands No. 72186178. Registered Office: Head office: Nieuwezijds Voorburgwal 296-298, 1012 RT Amsterdam. Currencycloud B.V. is authorized by the DNB to carry out the business of an electronic-money institution (Relation Number: R142701).
For clients based in the United States, payment services for Covercy Europe Ltd. are provided by Visa Global Services Inc. (VGSI), a licensed money transmitter (NMLS ID 181032) in the states listed here. VGSI is licensed as a money transmitter by the New York Department of Financial Services. Mailing address: 900 Metro Center Blvd, Mailstop 1Z, Foster City, CA 94404. VGSI is also a registered Money Services Business (“MSB”) with FinCEN and a registered Foreign MSB with FINTRAC. For live customer support contact VGSI at (888) 733-0041.
For clients based in the United Kingdom, Covercy Europe Ltd. is an EMD Agent of The Currency Cloud Limited. Payment and e-money services are provided by The Currency Cloud Limited. Registered in England No. 06323311. Registered Office: Stewardship Building 1st Floor, 12 Steward Street London E1 6FQ. The Currency Cloud Limited is authorised by the Financial Conduct Authority under the Electronic Money Regulations 2011 for the issuing of electronic money (FRN: 900199).

Real Estate Asset Management Platform Features