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Covercy

Covercy One — The all-in-one platform for CRE fund managers.

Investment Management
  • Investor Portal

    A branded, self-serve home for your investors

  • Financial Operations

    End-to-end financial operations for your firm

  • Fundraising

    From interested investor to funded in minutes

  • Distributions

    Calculate waterfalls, pay, and reconcile in clicks

  • Integrations

    Yardi, Rent Manager, NetSuite and more

Fund Administration
  • Fund Administration

    Professional fund admin, one integrated platform

  • DTCC / AIP Connectivity

    Connect your fund to the DTCC/AIP network

  • Transfer Agent

    Cap tables, subscriptions, and investor registers

  • Full NAV Administration

    Audit-ready fund accounting and NAV

  • K-1 & Tax Support

    Reconciled books that make K-1 season painless

Automated Payments & Banking
  • Covercy Pay

    Cross-border money transfers

  • US Banking

    Bank accounts for every fund and asset

  • Covercy Prime

    Payment plans and collections for property sellers

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Pricing
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Articles & Insights

Expert insights, guides, and best practices

About

Our story, mission, and team

Help Center

Guides and answers for Covercy One

Contact

Get in touch with our team

Product Updates

The latest Covercy One features and improvements

Covercy Pay Help

FAQs and support docs for Covercy Pay

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One platform, connected to the systems you already run

Covercy is the system of record for your investments. The financial rails are built in — and where you keep your own property, accounting, and email tools, Covercy connects cleanly so data flows without re-entry.

FEATURED INTEGRATION

Rent Manager logo

Rent Manager

Run property management and investment management as one. Covercy syncs distributions and financial reports with Rent Manager, so accounting and investor relations stay aligned with no duplicate data entry.

Explore the Rent Manager integration

Connect the systems you already run

Keep the property, accounting, and productivity tools your team relies on. Covercy syncs with them so nothing is entered twice.

Yardi logo

Yardi

Sync property and financial data so your reporting stays current without manual exports.

Intuit QuickBooks logo

Intuit QuickBooks

Sync bank transactions from your Covercy accounts into QuickBooks, so your books stay current with no manual entry.

Google Workspace logo

Google Workspace

Connect Gmail and Calendar to your CRM: send investor emails from Covercy, see their replies in context, and keep task reminders in sync.

Microsoft 365 logo

Microsoft 365

Connect Outlook mail and calendar to your CRM: email investors from Covercy, capture replies in context, and keep tasks and reminders aligned.

Built in, powered by trusted rails

These aren't tools you connect — they're the regulated, specialist infrastructure underneath Covercy's built-in banking, payments, accreditation, and e-signatures.

Plaid logo

Plaid

Link and verify investor bank accounts in seconds for fast, secure ACH payments.

Thread Bank logo

Thread Bank

Open bank accounts at the fund, asset, or GP level inside the platform — for capital calls, distributions, and payments.

Currencycloud logo

Currencycloud

Power cross-currency contributions and distributions — investors fund and get paid across currencies and borders, with no separate FX provider.

Dropbox Sign logo

Dropbox Sign

Collect legally binding e-signatures on subscription documents and NDAs, embedded in the flow.

VerifyInvestor.com logo

VerifyInvestor.com

Verify accredited investors with trusted third-party 506(c) verification, built into fundraising.

SendGrid logo

SendGrid

Deliver investor emails and notifications reliably at scale, powered by SendGrid.

Money moves on regulated banking rails with bank-grade security. Your financial data is protected at every step.

What Our Clients Say

Covercy reviews sourced by G2

Frequently Asked Questions

Do I have to replace my accounting or property management system?
No. Covercy is the system of record for your investments and connects to the property management and accounting tools you already run — Rent Manager, Yardi, and QuickBooks — so your data stays in sync without duplicate entry.
How is my banking and financial data secured, and who powers it?
Covercy's banking and payments are built on regulated infrastructure: bank accounts and money movement are powered by Thread Bank, bank-account linking by Plaid, and cross-border payments by Currencycloud. Money moves on regulated banking rails with bank-grade security.
What syncs automatically versus manually?
Built-in capabilities — banking, payments, accreditation, e-signatures, and investor email — happen inside Covercy with no setup. Connections to external systems like QuickBooks, Rent Manager, Yardi, and your email and calendar sync data automatically once enabled, so your records stay current without manual exports.
Can I request an integration that isn’t listed here?
Yes. We regularly add integrations based on what our customers need. Book a demo or contact your account manager to tell us which systems you’d like Covercy to connect with.

See how Covercy fits your stack

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Covercy logo
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Product

PlatformInvestor PortalFundraisingDistributionsPaymentsFinancial OperationsCovercy PrimeNeoThread BankRent Manager IntegrationCovercy + Rent Manager

Solutions

SolutionsInvestment Management SoftwareInvestor PortalInvestor CommunicationsInvestor ReportingPerformance ReportingCapital CallsDeal SourcingFundraising Pipeline ManagementCapital Stack ManagementDistribution PaymentsGP/LP StructureReal Estate SyndicationPro-Rata DistributionDistribution WaterfallProfit DistributionFund AdministrationFund Administration SoftwarePaid-In CapitalCapEx ManagementUncalled CapitalTransfer FundsCross Border PaymentsFund Administration ServicesTransfer Agent ServicesDTCC AIP ConnectivityK-1 Tax SupportFundraising for SyndicationsSS&C vs CovercyApex vs CovercyAlter Domus vs CovercyUltimus vs CovercyStandish vs Covercy

Resources

Articles & InsightsHelp CenterWhat's NewCovercy Pay HelpContact SalesRequest a DemoCommercial Real Estate InvestingPCP Flow Case StudyCRE Deal Structures Guide

Legal

International Payments - Terms of UseCovercy GP - Terms of UsePrivacy & Cookie PolicyComplaintsCovercy GP Business Deposit Account AgreementCovercy VISA Debit Cardholder AgreementRegulationElectronic Disclosure & ConsentSitemap

Company

AboutCareersContact usContact SupportSign UpPartnershipReferral ProgramCovercy PayRadcliffe

Banking services:

Covercy is a financial technology company and is not an FDIC-insured bank. Banking services provided by Thread Bank, Member FDIC. FDIC deposit insurance covers the failure of an insured bank. Certain conditions must be satisfied for pass-through deposit insurance coverage to apply. The Covercy Visa debit card is issued by Thread Bank, Member FDIC, pursuant to a license from Visa U.S.A. Inc. and may be used anywhere Visa cards are accepted.

Your deposits qualify for up to $3,000,000 in FDIC insurance coverage when Thread Bank places them at program banks in its deposit sweep program. Your deposits at each program bank become eligible for FDIC insurance up to $250,000, inclusive of any other deposits you may already hold at the bank in the same ownership capacity. You can access the terms and conditions of the sweep program at https://thread.bank/sweep-disclosure/ and a list of program banks at https://thread.bank/program-banks/. Please contact customerservice@thread.bank with questions on the sweep program. Pass-through insurance coverage is subject to conditions.

Payment services:

Covercy Europe Limited. Registered in England No. 675000. Registered Office: 5 Elstree Gate, Elstree Way, Borehamwood, Hertforshire, WD6 1JD, UK

Covercy Technological Trading Limited. Registered in Israel No. 57797. Registered Office: 7 Menachem Begin Rd, Ramat-Gan, Israel 5268102.

Payment and e-money services (Non MIFID related products) are provided by The Currency Cloud Limited. Registered with the Dutch Chamber of Commerce in the Netherlands under number 72186178. Registered office Mr. Treublaan 7, 1097 DP, Amsterdam, Netherlands. CurrencyCloud B.V. is licensed and regulated by De Nederlandsche Bank as an Electronic Money Institution (Relation Number: R142701).

For United States, Payment services for Covercy Europe Ltd (Non-MIFID related products) are provided by Visa Global Services Inc. (VGSI), a licensed money transmitter (NMLS ID 181032) in the states listed here. VGSI is licensed as a money transmitter by the New York Department of Financial Services. Mailing address: 900 Metro Center Blvd, Mailstop 1Z, Foster City, CA 94404. VGSI is also a registered Money Services Business (“MSB”) with FinCEN and a registered Foreign MSB with FINTRAC. For live customer support contact VGSI at (888) 733-0041.

Payment and e-money services (Non MIFID related products) are provided by The Currency Cloud Limited. Registered in England No. 06323311. Registered Office: 1 Sheldon Square, London, W2 6TT, United Kingdom. The Currency Cloud Limited is authorised by the Financial Conduct Authority under the Electronic Money Regulations 2011 for the issuing of electronic money (FRN: 900199)

© 2026 Covercy. All rights reserved.