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 you can send them straight to the step you need, how they pause and resume, and what information comes back to you when they fund.
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 investor to invite. Outreach itself is sent from the Next Steps panel in the opportunity drawer — see Manage your fundraising pipeline for how to send it.
What your investors see
When you invite an investor to an opportunity, they receive a link. Opening it takes them to your opportunity page, where they review the deal and select Invest Now. 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, confirms the entity they're signing as, and signs the investment agreement.
- Accreditation Verification — the investor selects Start Accreditation Process to begin verification, then continues.
- Payment — the investor funds their commitment, either by bank transfer or by paying directly from a linked bank account, then finishes.
Note