Meet Neo, your AI-powered Co-GP.
Noah Vasquez
Vasquez Real Estate Partners
$750,000.00
Called: $0.00•Remaining: $750,000.00
Send signing requestProspect, share, and follow through — every investor in one pipeline.
Share an opportunity in a click, keep every email and call logged to the investor automatically, assign tasks, and watch each prospect move soft-circle → committed.
OpportunitiesFunnel
Search within 16 opportunities
Needs attention4Potential2
Priya Iyer
—
$250,000.00
Called: $0.00•Remaining: $250,000.00
Send signing requestSoft Circled2
Karen Mitchell
Mitchell Holdings LLC
$1,250,000.00
Called: $0.00•Remaining: $1,250,000.00
Send eSignature requestConnor Walsh
—
$500,000.00
Called: $0.00•Remaining: $500,000.00
Send signing requestSigned2
Allison Grant
Grant Capital Partners
$1,800,000.00
Called: $0.00•Remaining: $1,800,000.00
Send capital callMarcus Whitfield
Whitfield Capital LLC
$2,250,000.00
Called: $0.00•Remaining: $2,250,000.00
Send capital callCalled2
Tyler Morgan
—
$1,850,000.00
Called: $925,000.00•Remaining: $925,000.00
Waiting for paymentDerek Fontaine
Fontaine Investment Partners
$3,000,000.00
Called: $1,500,000.00•Remaining: $1,500,000.00
Waiting for paymentTransferred2
David Hawkins
Hawkins Family Office
$5,200,000.00
Called: $5,200,000.00•Remaining: $0.00
Funds received?Gabrielle Harrison
Harrison Family Trust
$2,800,000.00
Called: $2,800,000.00•Remaining: $0.00
Funds received?Invested3
Rachel Bennett
Bennett Capital
$2,400,000.00
Called: $2,400,000.00•Remaining: $0.00
Investment completeBrian Foster
Foster Equity Group
$3,100,000.00
Called: $3,100,000.00•Remaining: $0.00
Investment completeLaura Chen
—
$1,200,000.00
Called: $1,200,000.00•Remaining: $0.00
Investment completeDeclined1
Jonathan Sterling
Sterling Equity Group
$0.00
Called: $0.00•Remaining: $0.00
Declined to investLost2
Sophia Blackwell
—
$0.00
Called: $0.00•Remaining: $0.00
Lost — no responseRebecca Zimmerman
Zimmerman Investment Group
$0.00
Called: $0.00•Remaining: $0.00
Lost — passedThe pipeline
See every prospect move soft-circle → committed
Your raise lives in one pipeline. Every prospect shows their stage — soft circle, NDA, accredited, signed, funded — alongside email opens, last touch, and current position, so you always know who to call next instead of digging through inboxes and spreadsheets.
- Live stages from soft circle to funded
- Email opens, last touch, and position per prospect
- LP progress and last-visit timestamp in the drawer
- Funnel-stage emails triggered as investors advance
Rachel Bennett·Bennett Capital
×
InvestedMembersTheodore Harlow
Entity: Bennett CapitalChange
Primary contact: Rachel BennettChange
Investment complete
$2,100,000.00 received and confirmed on Mar 16, 2026.
All steps complete
Details$2,100,000.00
Accreditationby Theodore HarlowAccredited
- Status
- Accredited
- Basis
- Net assets
- Changed by
- Theodore Harlow
- Changed
- May 27, 2026
- Expires
- Aug 25, 2026
Documents
Contacts2
Tasks
Communication
Share & log
Share an opportunity in a click — logged automatically
Send an invitation to an investor with an optional message, and the share is logged to their record automatically — along with every email, call, meeting, and note your team makes. Activity is attributed to the user who did it, so the history is complete without anyone typing it up.
- Share-opportunity invitations with a custom message
- Every email and call logged to the investor automatically
- Activity attributed to the GP user, overridable
- Quick-add for emails, calls, meetings, notes, and tasks
Add investor to 7WTC First Raise
×Connor Walsh (connor.walsh@outlook.com)×
Connor Walsh
Individual
Tasks & follow-through
Assign the follow-up so nothing slips
Turn the next step into a task, assign it to anyone on your team, and track it against the investor. Contacts import from CSV or Excel with column mapping and referrer attribution, so the pipeline is populated from day one and every follow-up has an owner.
- Assign and reassign tasks to any GP user
- Contact import/export with referrer attribution
- Composite activity feed across the fundraise
- Filter the feed by type and by who logged it
Send Bulk Invitations
Select contacts to invite to this fundraise
Search by name or email…
Select all (35)
35 contacts- Allison Grantagrant@grantcap.coGrant Capital PartnersInboundsource=opportunity_page+4
- Noah Vasqueznoah@vasquezpartners.comVasquez Real Estate Partners
- Olivia Reyesolivia@reyesfamilyoffice.comReyes Family OfficeInboundsource=opportunity_page+4
- Connor Walshconnor.walsh@outlook.com
- Priya Iyerpriya.iyer@yahoo.com
- Jonathan Sterlingj.sterling@sterlingequity.comSterling Equity Group
- Gabrielle Harrisongabrielle@harrisontrust.comHarrison Family Trust
3 contacts selected
AI
Ask Neo to work the list
Neo queries your CRM in plain English, segments investors, and drafts follow-up emails from the conversation — so prospecting work that used to mean exports and mail-merges happens in a sentence. Neo is its own product surface; see the Neo page for the full story.
For the GP
Your pipeline, your call
The CRM is the GP control room for the raise — who sees the deal, who advances, and what your team does next.
Neo drafts the follow-ups
Segment investors and draft outreach from a plain-English prompt — Neo turns your CRM into next actions, not just a list.
One view of the raise
Every prospect, every stage, every last touch in one pipeline — so you decide who to call without leaving the platform.
Tasks with an owner
Assign the next step to a teammate and track it against the investor, so follow-through is explicit, not implied.
Part of the Covercy One platform
The CRM connects to the rest of your raise and back office.
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.
ExploreCRM questions
- How do prospects get into the pipeline?
- Import contacts from CSV or Excel with column mapping and entity matching, add them one at a time, or capture them from a branded deal page. Each contact can carry a referrer for attribution, and the pipeline shows their stage from soft circle through funded.
- Does Covercy log investor emails and calls automatically?
- Yes. Sharing an opportunity, emails, calls, meetings, and notes are logged to the investor record, attributed to the team member who performed them. A composite activity feed merges these with record changes, and you can filter by type or by who logged it.
- Can I assign follow-up tasks to my team?
- Yes. Create a task, assign or reassign it to any GP user, and track it against the fundraise and the investor. The quick-add menu also lets anyone log a call, meeting, note, or email without leaving the page.
- What can Neo do inside the CRM?
- Neo answers questions about your investors in plain English, segments them, and drafts follow-up emails from the conversation. It works across the CRM so you can move from "who hasn't signed?" to a drafted nudge in one step. See the Neo page for the full capability set.