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Covercy One — The all-in-one platform for CRE fund managers.

Investment Management

Investor Portal
A branded, self-serve home for your investors
Financial Operations
End-to-end financial operations for your firm
Fundraising
From interested investor to funded in minutes
Distributions
Calculate waterfalls, pay, and reconcile in clicks
Integrations
Yardi, Rent Manager, NetSuite and more

Fund Administration

Fund Administration
Professional fund admin, one integrated platform
DTCC / AIP Connectivity
Connect your fund to the DTCC/AIP network
Transfer Agent
Cap tables, subscriptions, and investor registers
K-1 & Tax Support
Reconciled books that make K-1 season painless

Fund Accounting

Fund Accounting
A live capital ledger, with books kept by our team
Capital Account Statements
ILPA-formatted statements for every investor
NAV & Valuation
NAV, NAV per unit, and TVPI, DPI, and IRR
Management Fees & Expenses
Fee runs you approve and ILPA expense lines

Payments & Banking

Covercy Pay
Cross-border money transfers
US Banking
Bank accounts for every fund and asset
Covercy Prime
Payment plans and collections for property sellers

Powered by Neo — your AI Co-GP works across every workflow.

Learn & research

Plain-English answers on funds, syndications and private investing

How-tos, market trends and commentary from the Covercy team

Side-by-side comparisons for choosing a platform

Support & news

Covercy One guides for GPs, investors, brokers and fund admins

Product Updates

What's new in Covercy One

Press releases, partnerships and company news

Covercy Pay Help

Support for Covercy Pay money transfers

Book a Demo (opens in a new tab)Browse all resources

Transfer MoneyLog in Book a Demo (opens in a new tab)

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Help Center

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GPs: Fund & Syndication ManagersSet up your firm, raise capital, run distributions, and manage banking.Getting started CRM Fundraising DistributionsBrowse 54 articles

InvestorsTrack your holdings, distributions, and portfolio performance.Add your bank account Complete your accreditation Discover opportunities on your portal Follow a holding's progressBrowse 12 articles

Brokers: Broker-Dealers & RIAsSubmit investors to an offering, track their status, and follow your commissions.Getting started Your firm Submitting investors Tracking statusBrowse 1 article

Fund AdministratorsReview investor submissions and track funds and closings for the funds you administer.Getting started Your team Review queue FundsBrowse 1 article

Looking for Covercy Pay?Visit Covercy Pay Help

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Product

Platform Investor Portal Fundraising Distributions Fund Administration Fund Accounting Payments Transfer Funds Financial Operations Covercy Prime Neo Thread Bank Rent Manager Integration

Resources

Resources Learn Blog Compare Newsroom Help Center What's New Covercy Pay Help Solutions Commercial Real Estate Investing PCP Flow Case Study Fund Administration Services Transfer Agent Services DTCC AIP Connectivity K-1 Tax Support Fundraising for Syndications Covercy + Rent Manager

Legal

International Payments - Terms of Use Covercy GP - Terms of Use Privacy & Cookie Policy Complaints Covercy GP Business Deposit Account Agreement Covercy VISA Debit Cardholder Agreement Regulation Electronic Disclosure & Consent Sitemap

Company

About Careers Contact us Contact Sales Request a Demo Contact Support Log in Partnership Referral Program Covercy Pay Radcliffe

Banking services:

Covercy is a financial technology company and is not an FDIC-insured bank. Banking services provided by Thread Bank, Member FDIC. FDIC deposit insurance covers the failure of an insured bank. Certain conditions must be satisfied for pass-through deposit insurance coverage to apply. The Covercy Visa debit card is issued by Thread Bank, Member FDIC, pursuant to a license from Visa U.S.A. Inc. and may be used anywhere Visa cards are accepted.

Your deposits qualify for up to $3,000,000 in FDIC insurance coverage when Thread Bank places them at program banks in its 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. Pass-through insurance coverage is subject to conditions.

Payment services:

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: 7 Menachem Begin Rd, Ramat-Gan, Israel 5268102.

Payment and e-money services (Non MIFID related products) are provided by The Currency Cloud Limited. Registered with the Dutch Chamber of Commerce in the Netherlands under number 72186178. Registered office Mr. Treublaan 7, 1097 DP, Amsterdam, Netherlands. CurrencyCloud B.V. is licensed and regulated by De Nederlandsche Bank as an Electronic Money Institution (Relation Number: R142701).

For United States, Payment services for Covercy Europe Ltd (Non-MIFID related products) 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.

Payment and e-money services (Non MIFID related products) are provided by The Currency Cloud Limited. Registered in England No. 06323311. Registered Office: 1 Sheldon Square, London, W2 6TT, United Kingdom. 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)

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