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By the end of this guide you'll have created a holding in Covercy One, reviewed and adjusted the share classes it starts with, and know where to find the investor positions that belong to it.
Note
Creating and editing holdings is a GP task. You need access to your firm's workspace, and editing ownership and share class details is a GP Admin action. If a field or action is unavailable, ask a workspace admin to make the change or grant you access.
What a holding is
A holding represents an investment you manage. Covercy One supports two holding types: a Fund, which can invest in other holdings, and an Asset, a single property or direct investment. The type you choose shapes the rest of the holding — for example, only Fund holdings show a Portfolio tab listing the holdings the fund invests in.
Create a holding
Open Holdings and start a new holding to reach the creation form at /gp/holdings/new.
- Enter the holding's Name. This is required.
- Choose the holding Type — Fund or Asset.
- If you chose Asset, pick the Asset Type that describes the property — for example Data Center, Multi-Family, or Self Storage. The dropdown lists asset types alphabetically by name, with Other always last, so choose Other if none of the listed types fit.
- Select the holding Currency.
- Choose how ownership is tracked using the choice cards, or . Selecting Fund preselects Unitized and selecting Asset preselects Non-unitized; you can override the choice after picking a type. Each card explains the difference between unit-based and contribution-based ownership.