Give your Limited Partners (LPs) easy access to their holdings, portfolio performance, secured documents & new deal opportunities with Covercy’s beautifully designed and intuitive investor portal software.
Document management
Investor portal software allows investment firms to securely store and share documents with their investors. This can include things like investment performance reports, K-1s, capital calls, and other documents.
Reporting
Investor portal software can be used to generate reports on investment performance, capital calls, and other metrics. This information can be used to track the performance of investments and to make decisions about future investments.
Communication
Investor portal software can be used to communicate with investors. This can include things like sending email notifications, creating discussion forums, and conducting live chats.
Fundraising
Investor portal software can be used to raise capital from investors. This can be done by creating a campaign, setting a fundraising goal, sharing a deal page with an investment prospectus, and accepting investments from investors.
Compliance
Investor portal software can help investment firms to comply with regulatory requirements. This can include things like data privacy and security requirements.
Integrated banking
Covercy is the first investment management software to include end-to-end embedded banking tools right within the platform. GPs and LPs can open FDIC-insured bank accounts under each asset, transfer funds to one another for capital contributions or profit distributions instantly, and even earn high-interest rates on idle funds.
When choosing an investor portal software solution, it is crucial to consider your specific needs and requirements. You should also compare the features and pricing of different solutions before making a decision.
Read our top tips for selecting the best CRE software for your real estate firm.
In Covercy’s case, investor portal software also includes integrated banking services so General Partners (GPs) and LPs can transfer funds via ACH instantly, hold committed capital in FDIC-insured, interest-bearing accounts, and maintain an auto-reconciled transaction history.
Choose from three investor portal software packages based on your firm’s unique needs, including a forever-free version for up to three assets, that can grow and flex with you.
Investor portal benefits
There are many benefits of using an investor portal over manually providing information to investors. Covercy’s investment management software facilitates all of the below:
Improved communication: Covercy’s investor portal provides a central location for investors to access all of the information they need about an investment. This includes investment performance reports, capital call notices, and other documents. By providing all of this information in one place, an investor portal can help to improve communication between investment firms and their investors.
Increased efficiency: The Covercy investor portal helps increase back-office efficiency by automating the process of sharing information with investors. This can free up time for your firm to focus on other tasks, such as managing investments, sourcing a new deal, and providing customer service.
In addition to these two benefits, an investor portal can also help to improve investor satisfaction, reduce administrative costs, and comply with regulatory requirements. If you are an investment firm, then you should consider using an investor portal like Covercy to improve your communication with investors and increase their satisfaction.
Seurity & compliance
User-friendly interface
Document Management
Fundraising & Distributions
Investment Tracking and Reporting
Communication and Messaging
Investor Dashboard
Analytics and Insights
Integration and Compatibility
Investor Onboarding
Customer Support and Training
Why not just use free document management tools?
Some GPs use free document management tools, like Google Drive or Dropbox, to manage investor documentation. For many, this works pretty well, but there are a few major benefits of using an investor portal software over a document management system.
Investor portal software is designed with security in mind, with features such as user authentication, data encryption, and access control. This can help to protect sensitive investor data from unauthorized access. Not only is an investor portal more secure than document management tools, but it is also unsafe and potentially error-prone to store sensitive financial information in many document management tools. With Covercy’s investor portal, LPs enter their bank account information within the secure platform, and only designated signatories can view the data.
Investor portal software can help investment firms to comply with regulatory requirements, such as those related to data privacy and security, and investor portal software can be scaled to meet the needs of your business, whether you have a small number of investors or a large number.
Investor portal software also typically offers a wider range of features than document management tools, such as the ability to manage capital calls, distributions, and investor communications.
The commercial real estate
investor portal difference
Investor portals for commercial real estate differ from other types of investor portals in a few key ways. First, they typically include more detailed information about the properties being invested in. This can include things like property valuations, occupancy rates, and rent rolls. Second, they often offer more robust reporting capabilities, so investors can track the performance of their investments over time. Third, they may include features that are specifically designed for commercial real estate investors, such as the ability to manage capital calls and distributions.
Some additional factors to consider when choosing an investor portal software for your commercial real estate project:
Property information: Investor portals for commercial real estate typically include detailed information about the properties being invested in. This can include things like property valuations, occupancy rates, and rent rolls. This information can be helpful for investors to assess the risk and potential return of an investment.
Reporting: Investor portals for commercial real estate often offer robust reporting capabilities. This allows investors to track the performance of their investments over time. Investors can use this information to make decisions about future investments.
Capital call and distribution management: Investor portals for commercial real estate may include features that are specifically designed for commercial real estate investors. This can include the ability to manage capital calls and distributions. This can help to streamline the process of raising capital and distributing profits to investors.
If you are considering building an investor portal to manage your outside investors on a commercial real estate project, it is important to choose an investor portal that is designed for real estate investors specifically. This will ensure that you and your investors have access to the information and tools needed to make informed decisions.
Blog Post
The Value of a CRE Investor Portal
Ebook
One-Click Efficiency:
Automated Distribution Payments
Help Center
How to Link an Investor Bank Account to the Covercy Investor Portal
Not sure which is right for you?
Book a demo and we’ll help you decide.
