Meet Neo, your AI-powered Co-GP.
Getting started
Set up your workspace, invite your team, and add your holdings.
Add your holdingsCreate an equity or debt holding in Covercy One, set up its share classes and price per unit, and review investor positions.ReadExplore a holding's detail pageGet oriented on a holding's detail page in Covercy One — the ownership structure and photos at the top, the bank account balances that stay with you on every tab, the notices above the tabs, and the Details tab where you manage addresses and custom fields.ReadFind your way around the GP dashboardGet oriented on the Covercy One GP dashboard — the assets-under-management summary, holdings map, contributions vs. distributions, recent activity, tasks, and unreplied emails.ReadFix commitments that exceed a holding's capacityUnderstand the over-capacity notice on a holding in Covercy One — why ownership percentages read far above 100%, and how to bring them back with Raise to or Go to edit.ReadImport contributions and distributionsLoad a holding's historical contributions and distributions from a spreadsheet, matched to the investors and positions you already have in Covercy One.ReadImport your existing investors and holdingsBring your existing contacts and investing entities into Covercy One in bulk from a CSV or Excel file, and prepare the file so its rows match the investors you already have instead of duplicating them.ReadInvite your team to your workspaceAdd colleagues to your Covercy One workspace, resend or revoke pending invitations, and understand how invites are handled.ReadManage a fund's portfolioReview the holdings a fund invests in, record a new acquisition from the fund's Portfolio tab, and read the fund's ownership structure.ReadManage a holding's statusUnderstand what each holding status means, filter your holdings list by status, and mark a holding as Realized once it's fully exited.ReadReview a single positionOpen one investor's position from any positions list, read its headline figures, ownership, terms, placement, contributions, distributions, transfers and change history in one view, and correct the position's own figures.ReadSet up two-factor authenticationAdd an extra verification step to your Covercy One account so sensitive actions are confirmed with a code sent to your phone.ReadSet up your firm and workspaceCreate your firm during onboarding, then complete your company profile, branding, sign-in pages, and workspace settings in Covercy One.ReadSign in to CovercySign in to Covercy One with a magic link, your email and password, or Google — including how to get in from a colleague's invitation and what to do if you can't sign in.ReadTransfer a position to another investorMove all or part of an investor's position in a holding to one or more other investing entities, and understand what changes for the seller and the buyer afterwards.Read