Meet Neo, your AI-powered Co-GP.
NDAs and subscription docs, signed without leaving the raise.
E-signature and GP countersignature happen on-platform, subdocs reuse across deals, and every signed document is stored in the document center — shared with you and the investor.
Sign NDAs and subscription docs on-platform
NDAs and subscription agreements are e-signed through Dropbox Sign, embedded right in the flow — no printing, no email attachments, no DocuSign side-trip. The investor signs the subscription agreement at the Agreement step, and the investment amount locks the moment it is signed.
- NDA and subscription docs e-signed via Dropbox Sign
- Investment amount locked on signature
- Agreement viewable before signing
- Signature state preserved across sessions
You countersign — the loop closes on-platform
Where your fund structure calls for it, you countersign the subscription agreement on the platform. The fully executed document — LP signature and GP countersignature — is the record, with no out-of-band PDF to chase down or re-file.
- GP countersignature on subscription agreements
- Merge fields filtered to the right doc type
- Fully executed documents, not draft scans
- No out-of-band signing tools
Subdocs filled once, reused across deals
Entity information, beneficial ownership, and subscription details are captured once. The next deal an LP joins, they review what they entered, update what changed, and move on — so a returning investor closes in minutes instead of restarting from a blank form.
- Entity and beneficial-ownership info captured once
- Reused on the next deal, not re-entered
- Returning LPs update only what changed
- Faster close for repeat investors
Every signed document in a shared document center
Signed NDAs and subscription agreements are stored in the document center and retrievable by both you and the investor — one system of record for the raise, shared GP and LP. The NDA appears here as the binding, executed, stored document; the sign-to-unlock gating story lives on the Deal Marketing page.
- Signed documents stored and retrievable
- Shared by GP and LP — one system of record
- NDA binding execution and storage live here
- See Deal Marketing for the NDA gating story
Executed, countersigned, stored
Agreements are a GP control surface — you pick the templates, countersign, and own the signed record.
One document center
Every signed NDA and subscription doc stored and shared GP + LP — no scattered PDFs or email threads.
You countersign
Countersign subscription agreements on-platform where your structure requires it, with the amount locked on sign.
Reuse across deals
Subscription data filled once carries to the next raise, so returning investors close in minutes.
Part of the Covercy One platform
Agreements connect to your deal page, compliance gates, and funding.
Distributions
Calculate, approve, and pay distributions to the cent, then reconcile automatically.
ExploreInvestor Portal
Give LPs a branded portal for positions, documents, reporting, and capital accounts.
ExploreNeo, your AI Co-GP
The AI layer that drafts investor updates, runs reports, and automates workflows across Covercy One.
ExploreFund Administration
Institutional-grade NAV, bookkeeping, tax, and K-1s, delivered inside the same platform.
ExploreAgreements questions
- How are NDAs and subscription documents signed?
- Both are e-signed through Dropbox Sign, embedded in the flow. The NDA is signed to unlock gated deal content; the subscription agreement is signed at the Agreement step, where the investment amount locks on signature. Investors can view a document before signing, and signature state persists across sessions.
- Can the GP countersign subscription agreements?
- Yes. Where your fund structure requires a countersignature, you countersign the subscription agreement on the platform, producing a fully executed document — LP signature plus GP countersignature — with no out-of-band PDF.
- Do investors re-enter their subscription details on every deal?
- No. Entity information, beneficial ownership, and subscription details are captured once and reused. On the next deal, the investor reviews what they already entered, updates what changed, and moves on.
- Where are signed documents stored?
- Signed NDAs and subscription agreements are stored in the document center and retrievable by both the GP and the LP — one shared system of record for the raise. The NDA gating experience (sign to unlock the data room) is covered on the Deal Marketing page.