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

Capital Distributions

Document Sharing

Performance Reporting

Investment Database Management

Investor Portal

Fundraising Pipeline Management

Cross-Border Capital Calls & Distributions

Company

About

Covercy is the first real estate platform where banking meets investment management. Save time with our automated distribution & capital call payment processing, gain your LPs’ trust with our intuitive Investor Portal, and generate interest from capital funds held in your Covercy Wallet –  all in one platform.

Resources

Help Center

Contact Sales

Contact Support

Features

Events

The Journal

Commercial Real Estate Investing

BOOK A DEMO

Legal

Terms of Use

Privacy & Cookie Policy

Covercy VISA Debit Cardholder Agreement

Regulation

Sitemap

Banking services:

Banking provided by Choice Financial Group; Member FDIC. Deposits are insured up to at least $250,000 per depositor, per FDIC-insured bank, per ownership category. The APYs presented here are indicative as of May 3, 2023 and fluctuate as the interest rate changes

Payment services:

  • The Currency Cloud Limited (Non MIFID related products). Registered in England No. 06323311. Registered Office: Stewardship Building 1st Floor, 12 Steward Street London E1 6FQ. The Currency Cloud Limited is authorized by the Financial Conduct Authority under the Electronic Money Regulations 2011 for the issuing of electronic money (FRN: 900199)
  • 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: 3 Ha-Yetsira St, Ramat Gan 5252141.
© Copyright - Covercy