Investment Database Management

Position management

Enjoy a full positions screen of all your investors positions in your portfolio, with powerful filtering capabilities. Filter by asset, contact or investing entity – the choice is yours. You can also add a referrer to your investors (such as a family office) and filter by them.

Multiple investing entities per investor

Get a full picture of your investors by linking multiple investing entities to the same investor.

Investing entity quickview

Access investor’s portfolio, contribution and distribution breakdown, address and TIN info.

Banking provided by Choice Financial Group: Member FDIC.
*Actual formula for calculating APY: If your balance is between $120,000 and $1 million (Fed
Funds Rate – 0.2%) * 48%. If your balance is between $1million and $15 million, you would earn
(Fed Funds Rate – 0.2%) * 65%. The above APYs represent a Fed Fund Rate of 4.75% and are true as
of Feb 1, 2023.

Solutions

Capital Distributions

Document Sharing

Performance Reporting

Investment Database Management

Investor Portal

Fundraising Pipeline Management

Cross-Border Capital Calls & Distributions

Covercy is the first Banking-Embedded Investment Management Platform built for commercial real estate investment firms. Save time with our automated distribution & capital call payment processing, gain your LPs’ trust with our intuitive Investor Portal, and boost IRR with our smart APY yielding Wallet all in one platform.