Supercharge your GP. Start free.

Unlimited investors and payments. No credit card needed.

Free investment management software
$300,000 Balance
2.18% APY
Monthly Income
Up to 3 Assets
$0 / Asset
Monthly Profit
Try for free Contact us
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.
Save 20%
Automate payments and increase productivity
$300,000 Balance
2.18% APY
Monthly Income
15 Assets
$48 / Asset
Monthly Cost
Monthly Profit
Try for free Contact us
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.
Save 20%
For growing teams and funds
$300,000 Balance
2.18% APY
Monthly Income
15 Holdings
$72 / Holding
Monthly Cost
Monthly Profit
Try for free Contact us
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.

Complete Features List

FreeStandard TOPPro
Maximum number of assets

The maximum number of assets per account (assets owned solely by a fund are not counted)

Up to 3 assetsUnlimited assetsUnlimited 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 membersUp to 6 membersUnlimited
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 documentsUnlimited documentsUnlimited 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 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 currencies22 currencies
Auto payment reconciliation

Reconcile all distribution payments right on the platform.

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%
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

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.

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.

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. 

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! 

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. 

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. 

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. 

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