Meet Neo, your AI-powered Co-GP.
Fundraising
Create fundraises, configure investor pages, and manage your pipeline.
Bulk-invite investors and add them to your pipelineUse the Add to pipeline selector when you send bulk invitations so invited investors appear in your fundraise pipeline immediately, without waiting for them to submit.ReadConfigure the investor landing pageBuild the investor landing page for a fundraise in Covercy One — write a rich description, manage deck documents, control what each investor sees, and set the self-service flow.ReadCreate a fundraiseStart a fundraise on a holding in Covercy One, choose the right fundraise type, and add opportunities to your pipeline.ReadGuide investors through the investment flowUnderstand the steps your investors complete after you invite them to a deal — from selecting their investing entity through signing and funding — so you can guide them and resume them where they left off.ReadIssue and track capital callsCall capital against positions with uncalled commitment, choose how the amount is calculated, and track each call through to Invested in the Capital Call drawer.ReadManage your fundraising pipelineWork opportunities through your pipeline using the Next Steps panel, send personalized outreach, move status from the progress rail, and stay in sync with investors through automatic notification emails.ReadRequire investor accreditationEnable the self-accreditation gate on an opportunity so that prospective investors confirm their accreditation status before accessing deal content.ReadRoute investors to the right share class automaticallySet up amount-based share class routing on a fundraise so each investor is automatically assigned the share class that matches their commitment amount.ReadSet up application and subscription formsConfigure the NDA and subscription agreements investors sign when they apply to and subscribe to your fundraise in Covercy One.Read