Multifamily firm transforms
financial operations & investor relations
with Covercy investment management

The Challenge

PCP faced significant challenges in its financial operations and investor management processes. The lack of integration between the fundraising process and the Investment Management platform led to inefficiencies and inaccuracies, particularly in cap tables, which negatively impacted reporting to investors. Investor communications were cumbersome due to outdated contact information, and offline processes for distributions further exacerbated delays and errors. These inefficiencies strained relationships with investors, as email-based communications were hard to scale and lacked the accuracy required for a seamless experience. As PCP sought to scale its investor base and streamline operations, it became clear that its spreadsheet-driven processes were unsustainable for managing growing projects and equity partnerships.

The Solution

PCP turned to Covercy for a comprehensive solution that addressed these pain points. Covercy’s centralized platform seamlessly integrated fundraising, subscription, funding, and reporting, creating an end-to-end audit trail for all transactions. The platform’s equity offering capabilities, coupled with integrated banking services, stood out during the evaluation process. With Covercy, PCP could manage its equity pipeline from a single dashboard, streamlining subscriptions and funding while enhancing investor engagement through multimedia elements like pictures and videos in the offering process. The low-touch automation for investors, paired with high-touch service options, provided flexibility and scalability to meet the needs of all stakeholders.

PCP Flow - Jim Boland - Investment Management Case Study Covercy Quote Jim Boland
Partner & COO
PCP Flow

“By consolidating fundraising, banking, and investor capital management into a single platform, we’ve been able to provide a more efficient closing process for our investors while also increasing the accuracy of reporting.”

The Result

The adoption of Covercy’s FinOps Hub has been transformative for PCP’s operations. The platform significantly reduced errors, improved reporting accuracy, and enabled a more efficient closing process for investors. By centralizing financial operations and investor management, PCP experienced measurable benefits, including time savings, enhanced scalability, and greater investor satisfaction. Relationships with investors improved as the platform fostered transparency, accuracy, and engagement.

Jim Boland, Partner and Chief Operating Officer at PCP, reflected on the impact: ”Covercy’s FinOps Hub has been a game-changer for our business. By consolidating fundraising, banking, and investor capital management processes into a single platform, we’ve been able to provide a more efficient closing process for our investors while also increasing the accuracy of reporting. Covercy has been a great partner, listening to our feedback and quickly iterating on product features. Our business and investors are benefiting from that collaboration.”

As PCP continues to grow, Covercy remains an integral part of its strategy to scale efficiently and deliver exceptional experiences for investors. The platform’s innovative approach and comprehensive capabilities have not only resolved past inefficiencies but also positioned PCP for long-term success.

About PCP Flow

At PCP Flow, we don’t just manage investments — we empower your real estate ambitions. As a leading real estate investment management firm, we offer tailored solutions to maximize returns, minimize risk, and streamline your investment journey.

Investing made smarter.

At PCP Flow, we harness technology, market intelligence, and strategic partnerships to create opportunities that work for you. Whether you’re a seasoned investor or taking your first steps, we ensure your real estate investments flow toward success.

Let’s Build Your Future—Together.
Explore the possibilities with PCP Flow. Connect with us today and discover how we can transform your real estate investments into lasting value.

Why Investors Choose PCP Flow

Expert Guidance

With years of industry expertise, our team navigates the complexities of real estate markets so you don’t have to.

Customized Strategies

We design investment plans that align with your goals, whether you’re seeking passive income, portfolio diversification, or long-term growth.

Proven Performance

Our data-driven approach and deep market insights deliver measurable results for investors of all sizes.

Seamless Experience

From acquisition to asset management, we handle every step with transparency and efficiency.

The Covercy Platform

Distributions

Automate and streamline your payment distribution process, ensuring timely and accurate-to-the-cent investor payouts with just a few clicks.

Learn More

Fundraising

Automate your fundraising process, from deal promotion to investor onboarding and, finally, instant capital collection, with Covercy’s end-to-end fundraising engine.

Learn More

Finance Operations

Gain full control and visibility into all incoming and outgoing transactions, bank accounts, vendor payments, and more with Covercy’s comprehensive back-office operations tools.

Learn More

Payments

Seamlessly manage domestic and global payments with flexible options for receiving and distributing funds quickly and securely.

Learn More

Ready to give Covercy a try?

Try it Free Request a Demo

Banking services:

*Covercy is a financial technology company, and is not a bank. Banking services provided by Thread Bank, Member FDIC.
The Covercy Visa Debit Card is issued by Thread Bank, pursuant to a license from Visa U.S.A. Inc. and may be used everywhere Visa is accepted.
**Your deposits qualify for up to $3,000,000 in FDIC insurance coverage when placed at program banks in the Thread Bank deposit sweep program. Your deposits at each program bank become eligible for FDIC insurance up to $250,000, inclusive of any other deposits you may already hold at the bank in the same ownership capacity. You can access the terms and conditions of the sweep program at https://thread.bank/sweep-disclosure and a list of program banks at https://thread.bank/program-banks. Please contact customerservice@thread.bank with questions on the sweep program.

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) Currencycloud Terms of Use All testimonials, reviews, opinions or case studies presented on our website may not be indicative of all customers. Results may vary and customers agree to proceed at their own risk.

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.
For clients based in the European Economic Area, payment services for Covercy Europe Ltd. are provided by CurrencyCloud B.V.. Registered in the Netherlands No. 72186178. Registered Office: Nieuwezijds Voorburgwal 296 – 298, Mindspace Nieuwezijds Office 001 Amsterdam. CurrencyCloud B.V. is authorised by the DNB under the Wet op het financieel toezicht to carry out the business of an electronic-money institution (Relation Number: R142701).
For clients based in the United States, payment services for Covercy Europe Ltd. are provided by The Currency Cloud Inc. which operates in partnership with Community Federal Savings Bank (CFSB) to facilitate payments in all 50 states in the US. CFSB is registered with the Federal Deposit Insurance Corporation (FDIC Certificate# 57129). The Currency Cloud Inc is registered with FinCEN and authorised in 39 states to transmit money (MSB Registration Number: 31000206794359). Registered Office: 104 5th Avenue, 20th Floor, New York , NY 10011.
For clients based in the United Kingdom and rest of the world, payment services (Non MIFID related products) for Covercy Europe Ltd. are provided by The Currency Cloud Limited. Registered in England and Wales No. 06323311. Registered Office: Stewardship Building 1st Floor, 12 Steward Street London E1 6FQ. The Currency Cloud Limited is authorised by the Financial Conduct Authority under the Electronic Money Regulations 2011 for the issuing of electronic money (FRN: 900199).

Multifamily firm transforms
financial operations & investor relations
with Covercy investment management

The Challenge

The Solution

“By consolidating fundraising, banking, and investor capital management into a single platform, we’ve been able to provide a more efficient closing process for our investors while also increasing the accuracy of reporting.”

The Result

About PCP Flow

At PCP Flow, we don’t just manage investments — we empower your real estate ambitions. As a leading real estate investment management firm, we offer tailored solutions to maximize returns, minimize risk, and streamline your investment journey.

Investing made smarter.