Meet Neo, your AI-powered Co-GP.
CRM
Manage contacts and investing entities, log activity, and send communications.
Connect your email to CovercyLink your work mailbox to Covercy One so your investor emails sync automatically and are logged as CRM activities — no manual sync required.ReadInvite contacts to the investor portalSend portal signup invitations to your contacts one at a time or in bulk, add an optional personal message, and track each contact's portal status from your contacts list.ReadLog activities and tasksRecord meetings, calls, emails, and notes against your contacts, and create, assign, and track tasks across your Covercy One CRM.ReadManage investing entitiesCreate and edit investing entities in your Covercy One CRM, record their tax identification and addresses, link contacts, and review each entity's cash flows.ReadManage your contactsAdd, edit, import, and export contacts in your Covercy One CRM, link them to investing entities, and find their activity in one place.ReadSend communications and use templatesReview your investor communications in one place on the Communications page, filter the feed, and save reusable message templates for your fundraise outreach.Read