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.
Covercy is an investor management & banking platform for commercial real estate investment firms. GPs backed by high-net-worth investors use Covercy to streamline fundraising, delight investors and automate distribution payments.