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 — assemble it from sections you can add, rename, reorder, and hide; write a rich description; add a video, file sections of documents and images, and your team; control what sits behind an NDA; set the self-service flow; and choose who can discover the fundraise.ReadCreate a fundraiseStart a fundraise on a holding in Covercy One, choose between a Commitment and an Investment raise, write the description investors read on its card, add opportunities to your pipeline, and delete a fundraise you no longer need.ReadGuide investors through the investment flowUnderstand the steps your investors complete after you invite them to a deal — from choosing their investing entity through signing and funding — so you can send them to the right step, follow their progress, know what they see when others sign the agreement too, and know exactly what comes back when they fund.ReadIssue and track capital callsCreate a capital call against a holding's positions, find it again in the holding's Contributions tab, and move each investor's funding request between any two stages — including undoing a decline.ReadManage your fundraising pipelineWork opportunities through your pipeline: see what needs your attention on the fundraise page, then use the Next Steps panel to send outreach, assign agreement signers, ask a signed investor to fund, add a personal note, change status, and stay in sync through automatic emails.ReadPublish your deals on your public Opportunities pageShare one public link that lists your published fundraises, choose which deals appear on it, set its hero image and optional lead gate, and see what visitors and link previews show.ReadRequire investor accreditationEnable the self-accreditation gate on an opportunity so prospective investors confirm their accreditation status before accessing deal content, and manage each investor's accreditation status from their Accreditation card.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 formsSet up the NDA and subscription agreement templates investors sign in your fundraise — create, clone, and assign each template per share class, add signers and documents, choose its merge fields, and control where investors sign.Read