Built-in structured report templates for quantitative & qualitative data
Create your quarterly performance reports directly on the platform. Use the built in reporting module with the simple structured template to greatly reduce data entry time. Data may be entered into pre-structured topics, like asset updates or tenant updates. You may publish performance metrics such as income from rent, expenses or vacancy rate.
Upload your own PDF
GPs can upload custom PDFs to share with investors.
Add picture, videos & documents
Add documents, pictures, videos and even excel sheets to give your performance reports a rich and polished feel.
Publish to the investor portal
Once you create the report, you can publish it to the investor portal. You will be able to view a preview of the report prior to publishing, and your investors will receive an email notification with a direct link, informing them about the new report waiting for them.
Access all reports from one location
Offer your investors access to all previous reports in one central location on their private and secure investor portal.
Covercy is a real estate investment management software & banking platform for commercial real estate investment firms. GPs backed by high-net-worth investors use Covercy to streamline fundraising, delight investors, automate distribution payments, and more.