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.

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Distribution Payments

Document Sharing

Performance Reporting

Investment Database Management

Investor Portal

Fundraising Pipeline Management

Cross-Border Capital Calls & Distributions

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About

Covercy is the first real estate syndication 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.

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Banking services:

Covercy is not a bank. 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 July 26, 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.

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