Meet Neo, your AI-powered Co-GP.
By the end of this guide you'll know how to ask Neo plain-English questions about your firm's data — contacts, entities, holdings, share classes, positions, investment applications, documents, and capital calls — filter results on the fly, and pull up a summary of what's new since you last logged in.
Note
Neo is available to GP users across the Covercy One platform. Your data access follows your firm's role and permissions, so Neo can only surface records you are already authorized to see.
Open Neo
- Click Ask NEO in the top bar — the button shows the keyboard shortcut hint next to its label — or press Ctrl+/ (Windows) or Cmd+/ (Mac) from anywhere in the GP experience.
- The Neo chat panel opens on the right side of the screen with a message input and any context-aware suggestions for the page you're on.
- Type your question in the input field and press Enter to send it.
Tip
As you move between pages Neo understands — your contacts list, your holdings list, a specific record — the Ask NEO button briefly animates, swapping the letters of "NEO" to spell "ONE", and its icon changes to match the page you just opened. That's your cue that Neo has context for this page: open the panel from there and the pinned suggestions at the top are tailored to it, under a header naming the page (for example, "On Holdings").