Select your Package. 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 US Covercy accounts

You may choose to hold some of your uninvested cash in our partner bank's interest-bearing accounts. Your effective subscription discount and APY that apply to the account will be determined by the average balance in these accounts combined. Accounts are free and can be opened on the name(s) of your GP, Assets or Funds. Banking services provided by our banking partner Choice Financial Group; Member FDIC. The FDIC insures $250,000 per depositor, per institution and per ownership category. The APYs presented here are indicative and fluctuate as the interest rate changes.

Free

Free investment management software

asset/ month

$0 Balance

0% APY

Monthly Income

Up to 3 Assets

$0 / Asset

Free

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.

Standard

Save 20%

Automate payments and increase productivity

$60

$48

asset/ month

$0 Balance

0% APY

Monthly Income

2 Assets

$48 / Asset

$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

$0 Balance

0% APY

Monthly Income

2 Holdings

$72 / Holding

$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.
InvestNow for fundraising

Let your investors shop for future investments.
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.

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

The real estate investment management software pricing is reflective of every qualifying Asset or Fund which 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.

You may choose to hold some of your uninvested cash in our partner bank’s interest-bearing accounts. Your effective subscription discount and APY that apply to the account will be determined by the average balance in these accounts combined. Accounts are free and can be opened on the name(s) of your GP, Assets, or Funds. Banking services are provided by our banking partner Choice Financial Group; Member FDIC. The FDIC insures $250,000 per depositor, per institution, and per ownership category. The APYs presented here are indicative and fluctuate as the interest rate changes.

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 July 26, 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 information 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.
InvestNow for fundraising Let your investors shop for future investments.

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 3.82%	Up to 3.82%	Up to 3.82%

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 Best Real Estate Investment Tool

In the competitive world of real estate investing, finding the best tools to manage your top real estate industry assets and facilitate seamless communication with your investors is crucial. Covercy, a leading real estate syndication investment software, has emerged as the ultimate solution for property managers and investors alike. Covercy helps residential and commercial real estate investors maximize their return on investment (ROI) while simplifying the entire investment process. Read below about the competitive real estate investment management software pricing.

Key Challenges Faced by Rental Property Investors

One of the key challenges faced by rental property investors is conducting thorough property analysis to identify lucrative real estate deals. Covercy’s powerful platform streamlines this process, enabling users to make informed decisions by providing comprehensive information about the property and real-time performance metrics. This invaluable information allows investors to make better investment decisions, leading to higher real estate business profit and return on investment.

A Trustful Tool

Property managers and real estate professionals in the industry know that investor satisfaction is paramount to succeed in real estate. Covercy’s intuitive investor portal fosters transparency and trust, allowing investors to easily access essential information such as performance reporting, capital calls, and distributions. This user-friendly software for real estate investors enhances the overall experience and encourages investors to continue collaborating on future projects.

The Features

The platform’s sophisticated features also include fundraising pipeline management, cross-border capital calls and distributions, and document sharing with permissions. These capabilities not only save time but also reduce the likelihood of errors, ensuring that real estate deals run smoothly and efficiently.

Real estate investment is a dynamic landscape, and the tools investors use must adapt to these ever-changing conditions. Covercy’s cutting-edge software helps real estate investors stay ahead of the curve by providing invaluable insights, streamlining communication, and automating various aspects of the investment process.

The most popular questions

Is the free version of Covercy actually free?

Yes! At Covercy, we believe in growing together, and we think every successful real estate investor business or deal sponsor deserves access to an investment management tool comprising real estate tools and resources with an investor portal, regardless of their budget or real estate market size. Ditch spreadsheets and centralize your assets, rental properties management, partners, and cash flow management (income and expense) 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 automation 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, at 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.

What is the formula to calculate the APY?

The 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 $1 million and $5 million, you would earn (Fed Funds Rate – 0.2%) * 65%. If your balance is between $5 million and $15 million, you would earn (Fed Funds Rate – 0.2%) * 72%. The above APYs represent a Fed Fund Rate of 5.0% and are true as of May 3, 2023.

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.

Select your Package. Start free.

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

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 July 26, 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

Over 100 Investment Firms in the US rely on Covercy

The Best Real Estate Investment Tool

Key Challenges Faced by Rental Property Investors

A Trustful Tool

The Features

The most popular questions

Solutions

Company

Resources

Legal

Banking services:

Payment services:

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

Over 100 Investment Firms in the US rely
on Covercy