Investor Portal Software

Let your investors access the information they need

Your investors can easily log into your investor portal to view their portfolio of investments, financial transactions, documents & reports. With Google Login or Facebook Login, they are always one click away from the investor portal software with their mobile device or laptop web browser whenever they want.

Access financial transactions

Investors can view all capital contributions & distributions associated with their investments within the investor portal software. They can click on distributions to see additional information, like tax withholding & adjustments you’ve added.

If you use Online Distribution Payments, they can even see the live status of their pending distribution, as well as the exact transaction fees, currency exchange (if applicable) and net amount they should receive to their bank account via ACH debit.

View shared documents

Upload documents to the investor portal so your investors can view them securely and in the context of their investment. Keeping K1s, agreements & financial statements all in a single location will help you avoid unnecessary communications.

Explore performance reports

Publish structured reports with professional metrics, text updates & pictures to keep your investors informed of asset performance.

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 5.0% and are true as
of March 23, 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.