Meet Neo, your AI-powered Co-GP.
By the end of this guide you'll understand the guided investment flow your investors complete after you invite them to an opportunity — the steps they move through, how they can pause and resume, and where you can step in to help.
Note
Guiding investors through the flow is a GP task. You need access to the fundraise in your Covercy One workspace and an opportunity with at least one invited investor. To send an invitation, see Manage your fundraising pipeline.
How the investment flow works
When you invite an investor to an opportunity, they receive a link. Opening it takes them to your opportunity landing page, where they review the deal and choose to invest. From there, Covercy One walks them through a guided wizard with a progress stepper that shows each step as completed, current, or upcoming.
- Entity — the investor chooses whether they are investing as an individual or through an entity, confirms their tax details, and attests to their accreditation status.
- Agreement — the investor enters their investment amount and signs the investment agreement.
- Accreditation verification — the investor starts the accreditation verification process before moving on to payment.
- Payment — the investor funds their commitment by bank transfer or by linking a bank account for an ACH debit, then finishes.
Note
If the investor is already linked to an entity from your records, their entity, tax details, and accreditation are pre-filled so they only need to confirm them. Investors can also create a new entity or invest as an individual from the same step.