Supercharge your GP. Start free.

Unlimited investors and payments. No credit card needed.

Choose # of assets and funds:

Our monthly subscription fees are calculated based on the number of Holdings owned by your GP firm.

Every qualifying Asset or Fund counts as a single Holding. Qualifying "Assets" are typically investor owned companies or partnerships (i.e. LLC / LLP) that invest in a single deal (i.e. multifamily building, office building, shopping center). Qualifying "Funds" are typically investor owned companies or partnerships (i.e. LLC / LLP) with a portfolio of different deals.

Est balance in your Covercy accounts

You may choose to hold some of your uninvested cash in our interest-paying accounts. The higher your average balance is, the higher your subscription discount and APY are. Covercy GP allows you to open unlimited free accounts on the name(s) of your GP, Assets or Funds. Covercy accounts are held with our banking partner Choice Financial Inc and are FDIC insured. The APYs presented here are indicative as of March 8, 2023 and fluctuate as the interest rate changes.

Free

Free investment management software

asset/
month

$300,000 Balance

2.18% APY

$546

Monthly Income

Up to 3 Assets

$0 / Asset

Free

Monthly Profit

$546

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Free plan includes:

Investor management
Manage your assets and your investors all in one place.
Investor Portal with reporting
Elegant investor portal where your investors can review performance.
Fundraising and capital call management
Promote new properties/assets via the platform. Record interest level and funding.
Distribution process management
Manage the distribution process and notifications to your investors.
FDIC insured wallets
Cash in your Covercy bank accounts in your Covercy Wallet is FDIC insured.
Free ACH payments
No transaction fees for ACH payments made from Covercy bank accounts.
Up to 3 team members
Unique logins to the platform for 3 team members.

Standard

Save 20%

Automate payments and increase productivity

$60

$48

asset/
month

$300,000 Balance

2.18% APY

$546

Monthly Income

15 Assets

$48 / Asset

$900$720

Monthly Cost

Monthly Profit

$174

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All the benefits of Free, and:

Full Investor Portal
Give access to your investors: new opportunities, assets, reports, documentation, K1s.
Automated distribution payments
End-to-end automated distribution payments. Calculate, notify, distribute directly to your investor's bank account.
Capital call collection with ACH debit
After fundraising commitment, automate the capital call payment processing and reconciliation.
Automated waterfalls
Covercy will customize your waterfall to your specific needs. One click for you to calculate and distrbute funds.
Basic permissions
3 levels of user permissions: Admin, Editor, and Read Only.
Up to 6 team members
Unique logins to the platform for up to 6 team members.

Pro

Save 20%

For growing teams and funds

$90

$72

holding/
month

$300,000 Balance

2.18% APY

$546

Monthly Income

15 Holdings

$72 / Holding

$1350$1080

Monthly Cost

Monthly Profit

$534

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All the greatness of Standard, and:

Funds (with capital commitments)
Allows raising funds in an open fund structure.
FDIC insured wallets per Fund
All funds in the Covercy Wallet are FDIC insured by our banking partner.
Fully customizable permissions
User roles fully customizable.
Investor Accreditation (coming soon)
Connected to a partner for Investor Accredidation.
Premium support
Dedicated premium support.
Unlimited team members
Unlimited unique logins to the platform for your organization.

Covercy is a financial technology company, not a bank. Banking provided by Choice Financial Group; Member FDIC. The FDIC insures $250,000 per depositor, per institution and per ownership category. The APYs presented here are indicative as of March 8, 2023 and fluctuate as the interest rate changes.

Not sure which plan is right for you?
Book a demo and we’ll help you decide.

Book Now

Complete Features List

	Free	Standard TOP	Pro
Essentials
Maximum number of assets The maximum number of assets per account (assets owned solely by a fund are not counted)	Up to 3 assets	Unlimited assets	Unlimited assets
Maximum number of funds The maximum number of funds per account			Unlimited funds
Maximum team members The maximum amount of team member who may access the account	Up to 3 members	Up to 6 members	Unlimited
Unlimited investors There is not a limit to the number of investors one could have.
Investor portal Let your investors access all they need in one place.
Distributions management Track Distributions
Fundraising management Share digital prospectus with investors.
Capital call management Track Capital Calls with investors.
Performance reporting Look at asset performance.
Document sharing with permissions System of record for all things.	Up to 10 documents	Unlimited documents	Unlimited documents

Investor Portal
Google / Facebook login Convenient login to the Investor Portal.
Investment information Share infomration with your investors.
Performance reporting One location for Investors to see all their investment performance.
Set bank account for distributions Investors can add the bank account where the distributions will go. They can update at any time.
Document Management Convenient location for all agreements.
Financial transactions System of record for all financial transactions.
Capital call payments Capital call request recorded. Investor can complete their part of the capital call.

Distributions
Distributions management & ledger System of record for all distributions.
Distribution notices Communicate with investors on upcoming distribution payments.
Waterfall calculation Customized waterfall distribution tailored to the specific needs of each asset/fund.
Waterfall tracing with downloadable spreadsheet All waterfall calculations can be downloaded into a spreadsheet if one wants to trace the calculation.
Automated ACH payments ($) For both distributions and capital calls made on the Covercy GP Platform, ACH payments will be completed. The money will be transferred automatically.
Automated cross border payments Trasfer distributions or capital calls into the correct currecy with over 22 countries.		22 currencies	22 currencies
Auto payment reconciliation Reconcile all distribution payments right on the platform.	Manual	Automated	Automated

Fundraising management
Pipeline management Keep track of investors in the process of investment opportunities.
Digital deal pages Professionally showcase your investment opportunity to potential investors.
Investor response tracking Track investors from soft-circled to signed to invested.
eSignatures with templates Let your investors e-sign contracts.
Investor accreditation (coming soon) Access third-party tools to verify investor accreditation.

Capital calls
Capital call management & ledger Create, manage and dcoument all capital calls.
Capital commitments (coming soon) Manage ongoing capital calls with funds that have open capital calls.
Capital call notifications Notify investors of an active request for a capital call.
Auto collections with ACH debit ($) Automatically collect all funds directly into your account via no fee ACH debit transaction.
Cross border collections ($, €, £, ₪) Call capital in your currency. Investors pay in their currency.
Auto payment reconciliation Reconcile all capital call payments within the Covercy Platform.

Banking and payments
FDIC insured accounts All bank accounts in the Covercy Wallet are FDIC insured.
Unlimited GP accounts You can have as many GP bank accounts your need within the Covercy Wallet.
Unlimited asset accounts Open as many accounts that you need per asset. Typically, most assets have 3-5 accounts.
Unlimited fund accounts Open as many accounts that you need per fund. Typically, most funds have 3-5 accounts.
Free ACH payments No transaction fees with ACH debit transactions.
Free debit cards Open Debit Cards per asset to manage and track expenses more efficiently.
Checking account APY Earn APY on univested capital within your Covercy Wallet.	Up to 3.28%	Up to 3.28%	Up to 3.28%

Support
Email support Request and receive email support.
Phone support Request and receive support via phone.
Dedicated customer success manager Assigned a dedicated manager to assist with account.

Security & privacy
Two-factor authentication Two step verification security protocol used to protect access to critical systems.
SSL encryption Uses SSL (Secure Sockets Layer) standard internet security technology
Data encryption Translating data technology that moves data from plain text to ciphertext for security purposes.
Annual penetration testing A simulated cyberattack in order to identify system vulnerabilities.
Banking permissions management Allowing different levels of users on the system. The permission gives access to all banking modules.
Customizable permissions System User permissions customizable to meet the customers need.

Over 100 Investment Firms in the US rely
on Covercy

The most popular questions

Is the free version of Covercy actually free?

Yes! At Covercy, we believe in growing together, and we think every investment firm or deal sponsor deserves access to an investment management tool with an investor portal, regardless of their budget or size. Ditch spreadsheets and centralize your assets, partners and cash flow management with Covercy — for free.

How do the Standard and Pro tier free trials work?

The free trial gives you 14 days of access to the premium features offered in Covercy’s Standard and Pro packages at no charge. Once the trial is over, you can choose to pay for the monthly subscription or simply cancel before being billed. Supercharge your investment management processes with automations and customizations tailored to your team’s and your investors’ needs.

What discount plans do you offer?

Subscription discounts are based on deposit volume. The more cash you deposit into a Covercy account, the greater the discount you receive to use Covercy’s investment management software. Some Covercy users keep enough cash in the Covercy wallet that they actually earn more in deposit revenue each month than they spend to use our software, resulting in a net profit.

How can I qualify for the highest APY rate in my Covercy Wallet?

Simply open a checking account with Covercy and make a deposit. Interest is calculated daily and distributed monthly into your account. Unlike other high-yield accounts (e.g., savings, CDs, etc.), there is no fee, no minimum deposit volume, and absolutely no time lock during which you lose liquidity. Access your funds anywhere, any time, without penalty. The more you deposit, the more you earn. What a great use of uninvested capital!

Do I have to open a Covercy bank account to use the investment management software?

No, it is not a requirement to open a Covercy bank account to use the investment management features. You can integrate your own third-party bank account with Covercy’s payment features. However, the APY benefits are only available to users who open Covercy checking accounts.

Can I give my investors access to the investor portal during the trial period?

Yes! All functionality available during your free trial will also be available to your investors through the investor portal. However, keep in mind that if your Standard or Pro tier free trial period ends without a subscription purchase, your investors will no longer be able to access the portal.

Can I cancel at any time?

Yes, you may cancel your monthly Covercy subscription at any time. After you cancel, your subscription will end and you will not be billed for the next month’s payment cycle.

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.

Payment services provided by:

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.

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.