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Covercy

Covercy One — The all-in-one platform for CRE fund managers.

Investment Management
  • Investor Portal

    A branded, self-serve home for your investors

  • Financial Operations

    End-to-end financial operations for your firm

  • Fundraising

    From interested investor to funded in minutes

  • Distributions

    Calculate waterfalls, pay, and reconcile in clicks

  • Integrations

    Yardi, Rent Manager, NetSuite and more

Fund Administration
  • Fund Administration

    Professional fund admin, one integrated platform

  • DTCC / AIP Connectivity

    Connect your fund to the DTCC/AIP network

  • Transfer Agent

    Cap tables, subscriptions, and investor registers

  • Full NAV Administration

    Audit-ready fund accounting and NAV

  • K-1 & Tax Support

    Reconciled books that make K-1 season painless

Automated Payments & Banking
  • Covercy Pay

    Cross-border money transfers

  • US Banking

    Bank accounts for every fund and asset

  • Covercy Prime

    Payment plans and collections for property sellers

Powered by Neo — your AI Co-GP works across every workflow.
Meet Neo
Pricing
Resources
Articles & Insights

Expert insights, guides, and best practices

About

Our story, mission, and team

Help Center

FAQs, tutorials, and support docs

Contact

Get in touch with our team

Book a Demo
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Meet Covercy's One-of-a-Kind Investment Management Platform

Explore all the ways General Partners can manage & grow their real estate firms with Covercy.

Already know what you want? Start free!
Covercy investment management platform interface

Your partner in scaling - investment management that grows with you.

Fundraising

Covercy gives commercial real estate professionals the first truly end-to-end fundraising solution on the market. Learn how Covercy's robust fundraising platform is helping commercial real estate GPs raise more capital and close deals faster.

Explore Fundraising
Covercy fundraising platform interface
Covercy investor portal interface

Investor Portal

With so many investor portal platforms to choose from, discover why GPs prefer Covercy's intuitive interface and streamlined report builder over traditional investment management tools.

Explore Investor Portal

Distributions

GPs can manage distribution payments quickly, precisely, and with full transparency - all within a single platform. Confidently handle distribution payments with Covercy.

Explore Distributions
Covercy distributions interface
Covercy financial operations interface

Financial Operations (FinOps)

As you concentrate on growing your firm, Covercy's comprehensive financial operations (FinOps) framework unifies data from separate systems, streamlining administrative tasks and freeing up valuable time in your day.

Explore FinOps

What Covercy customers are saying

"We started with a pilot to automate distributions and centralize investment management. Now, we've tripled our Covercy usage in three months. We're never going back."

Eric Benitez headshot
Eric Benitez
Principal, FCA Orbita Group
FCA Orbita Group logo

Explore investment management solutions by asset class

Distressed PropertyMultifamilyOffice SpaceBuild-to-RentManufactured HousingWarehousing & StorageStudent HousingMixed UseReal Estate FundsAlternative InvestmentsLand Development
SEE ALL ASSET CLASSES WE SERVE

Covercy is trusted by:

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Tailor Covercy's investment management solutions for your real estate firm

Tailor Covercy's investment management software for your real estate firm

Fundraising Starter

For raising your next deal

Talk to sales
  • CRM
  • Investor Portal
  • Fundraising
  • Distributions
  • Reporting
  • Funds & Capital Calls
  • Integrations
  • Valuations
  • Retail & Broker-Dealer
  • Accounting & Compliance

Standard

For managing capital you've already raised

Talk to sales
  • CRM
  • Investor Portal
  • Fundraising
  • Distributions
  • Reporting
  • Funds & Capital Calls
  • Integrations
  • Valuations
  • Retail & Broker-Dealer
  • Accounting & Compliance
Most popular

Professional

The full platform: funds, deals, payments, integrations

Talk to sales
  • CRM
  • Investor Portal
  • Fundraising
  • Distributions
  • Reporting
  • Funds & Capital Calls
  • Integrations
  • Valuations
  • Retail & Broker-Dealer
  • Accounting & Compliance

Fund Administration

Add when you need NAV, fund accounting, or retail raising

Talk to sales
  • CRM
  • Investor Portal
  • Fundraising
  • Distributions
  • Reporting
  • Funds & Capital Calls
  • Integrations
  • Valuations
  • Retail & Broker-Dealer
  • Accounting & Compliance

Not sure which is right for you?

Book a demo and we'll help you decide.

Try it FreeRequest a Demo
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Product

PlatformInvestor PortalFundraisingDistributionsPaymentsFinancial OperationsCovercy PrimeNeoThread BankRent Manager IntegrationCovercy + Rent Manager

Solutions

SolutionsInvestment Management SoftwareInvestor PortalInvestor CommunicationsInvestor ReportingPerformance ReportingCapital CallsDeal SourcingFundraising Pipeline ManagementCapital Stack ManagementDistribution PaymentsGP/LP StructureReal Estate SyndicationPro-Rata DistributionDistribution WaterfallProfit DistributionFund AdministrationFund Administration SoftwarePaid-In CapitalCapEx ManagementUncalled CapitalTransfer FundsCross Border PaymentsFund Administration ServicesTransfer Agent ServicesDTCC AIP ConnectivityK-1 Tax SupportFundraising for SyndicationsSS&C vs CovercyApex vs CovercyAlter Domus vs CovercyUltimus vs CovercyStandish vs Covercy

Resources

Articles & InsightsHelp CenterContact SalesCommercial Real Estate InvestingPCP Flow Case StudyCRE Deal Structures Guide

Legal

International Payments - Terms of UseCovercy GP - Terms of UsePrivacy & Cookie PolicyComplaintsCovercy GP Business Deposit Account AgreementCovercy VISA Debit Cardholder AgreementRegulationElectronic Disclosure & ConsentSitemap

Company

AboutCareersContact usContact SupportSign UpPartnershipReferral ProgramCovercy PayRadcliffe

Banking services:

Covercy is a financial technology company and is not an FDIC-insured bank. Banking services provided by Thread Bank, Member FDIC. FDIC deposit insurance covers the failure of an insured bank. Certain conditions must be satisfied for pass-through deposit insurance coverage to apply. The Covercy Visa debit card is issued by Thread Bank, Member FDIC, pursuant to a license from Visa U.S.A. Inc. and may be used anywhere Visa cards are accepted.

Your deposits qualify for up to $3,000,000 in FDIC insurance coverage when Thread Bank places them at program banks in its 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. Pass-through insurance coverage is subject to conditions.

Payment services:

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: 7 Menachem Begin Rd, Ramat-Gan, Israel 5268102.

Payment and e-money services (Non MIFID related products) are provided by The Currency Cloud Limited. Registered with the Dutch Chamber of Commerce in the Netherlands under number 72186178. Registered office Mr. Treublaan 7, 1097 DP, Amsterdam, Netherlands. CurrencyCloud B.V. is licensed and regulated by De Nederlandsche Bank as an Electronic Money Institution (Relation Number: R142701).

For United States, Payment services for Covercy Europe Ltd (Non-MIFID related products) are provided by Visa Global Services Inc. (VGSI), a licensed money transmitter (NMLS ID 181032) in the states listed here. VGSI is licensed as a money transmitter by the New York Department of Financial Services. Mailing address: 900 Metro Center Blvd, Mailstop 1Z, Foster City, CA 94404. VGSI is also a registered Money Services Business (“MSB”) with FinCEN and a registered Foreign MSB with FINTRAC. For live customer support contact VGSI at (888) 733-0041.

Payment and e-money services (Non MIFID related products) are provided by The Currency Cloud Limited. Registered in England No. 06323311. Registered Office: 1 Sheldon Square, London, W2 6TT, United Kingdom. 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)

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