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.
Solutions
Company
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, and gain your LPs’ trust with our intuitive Investor Portal all in one platform.