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By the end of this guide you'll know how to create an investing entity, record its main email, tax identification, and addresses, link contacts, change its entity type safely, and review the entity's cash flows in your Covercy One CRM.
Note
You need access to the GP workspace to manage investing entities. Some fields are editable only if you have edit permission; without it, you'll see the details as read-only with no edit controls. If you can't see the entities area or its actions, ask a workspace admin to grant you access.
An investing entity is the legal party that holds a position — for example an individual, an LLC, a trust, or a corporation. Each contact in your CRM is linked to at least one investing entity, and an entity can carry its own email, tax identification, and addresses.
Create an investing entity
- Open your investing entities list and start a new entity.
- Enter the entity's name and choose its type (for example Individual, LLC, Trust, Corporation, or Other).
- Enter the Main Email Address. If the entity already has associated contacts, Covercy One pre-fills this field from a contact's email — preferring a primary contact when one is flagged — and you can overwrite it before saving. A valid, non-empty email is required, and it must be unique within your workspace.
- Add tax identification by choosing a Tax ID Type and entering the Tax ID Number. The default type follows the entity type you picked.
- Add one or more addresses (see Add addresses below).
- Save to create the entity.
Note
The Tax ID Type defaults to a sensible value for the entity type — for example an individual defaults to an SSN-style identifier and a company defaults to an EIN-style identifier. You can change the type before saving.