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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.
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  • Overview
  • CRM
  • Deal Marketing
  • Agreements
  • Compliance
  • Funding
  1. Product/
  2. Fundraising/
  3. Deal Marketing

Give every prospect a branded deal page that sells the opportunity for you.

Share it privately with named investors (506(b)) or publish it publicly (506(c)) — gate the data room behind an NDA, and see exactly who engaged.

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R
Radcliffe Demo GP
Investment Sponsor

Greenfield Industrial Fund II

Sunbelt logistics, built for 2026.

Complete Accreditation & Sign NDA to View Full Details

Additional investment information and confidential documents are available after completing self-accreditation verification and signing a Non-Disclosure Agreement.

Greenfield Industrial
FUND II
INDUSTRIAL · SUNBELT · 2026
Investment Details

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Asset Details

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Description

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Offering Deck

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Step 2 / 5

  1. CRM
  2. 2Deal Marketing
  3. 3Agreements
  4. 4Compliance
  5. 5Funding
The branded page

A deal page that looks like your firm

Build a branded deal page for each raise — hero, narrative, photography, key terms, and decks — with no code. It is the page your LPs experience: the offering told well, on your brand, so the opportunity sells itself between your calls.

  • Hero, narrative, photography, and key terms, no code
  • Rich-text description with images, tables, and video
  • Per-document deck visibility you control
  • Deal-progress bar showing committed vs target
Interested in this offering?
Enter amount
Enter your full name
Enter your email address
🇺🇸+1
(555) 555-5555
Audience

Share privately, or publish publicly

The audience you set in the configurator decides how the page is shared. Keep it to named, pre-existing relationships and you are running a 506(b) raise; open it to "anyone with a link" and you are publicly marketing a 506(c) raise — embed it on your site, run paid campaigns, post on social. Audience is a separate setting from your gates.

  • Invited only, related investors, all contacts, or anyone with a link
  • 506(b) private sharing vs 506(c) public marketing
  • Embed an InvestNow entry point on your own website
  • UTM and referrer parameters carried into the flow
NDA gating

Gate the data room behind an NDA

Mark sections, fields, or individual decks as NDA-protected and a prospect sees a "NDA Protected" overlay until they sign — then the full content unlocks. The NDA here is the gate that unlocks the room; its binding execution, GP countersignature, and storage live on the Agreements page.

  • Section-, field-, and document-level NDA gating
  • Sign-to-unlock modal right on the deal page
  • Form pre-fills from the signed NDA or accreditation
  • See Agreements for binding execution and storage
Engagement

See exactly who engaged

Every view, sign, and step is attributed back to the investor in your pipeline — who opened the page, who signed the NDA, who is stalling — so your follow-up is aimed at the prospects actually moving, not the whole list.

For the GP

Your brand, your gates

The deal page is a GP surface: you set the brand, the audience, and what stays locked until an LP signs.

On your brand, no code

Logo, narrative, photography, and key terms — the page looks like your firm without a developer.

Audience you choose

Private to named investors or public to anyone with a link — the same builder, set per fundraise.

Gate what matters

NDA-protect sections, fields, and decks so the sensitive room opens only after a prospect signs.

Part of the Covercy One platform

The deal page connects to your CRM, agreements, and compliance gates.

Distributions

Calculate, approve, and pay distributions to the cent, then reconcile automatically.

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Investor Portal

Give LPs a branded portal for positions, documents, reporting, and capital accounts.

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Neo, your AI Co-GP

The AI layer that drafts investor updates, runs reports, and automates workflows across Covercy One.

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Fund Administration

Institutional-grade NAV, bookkeeping, tax, and K-1s, delivered inside the same platform.

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Deal marketing questions

Do I need a developer to build the deal page?
No. You configure the hero, narrative, photography, key terms, and decks in the platform — with a rich-text editor for images, tables, and video. The page renders on your brand for the LP, no code required.
What is the difference between a 506(b) and a 506(c) deal page?
It comes down to audience. A 506(b) page is shared privately with named, pre-existing relationships. A 506(c) page can be marketed publicly — set the audience to "anyone with a link," embed it on your site, and run campaigns. The builder is the same; the audience setting (and the matching compliance gate) differs.
How does the NDA gate work on the deal page?
Mark sections, fields, or individual decks as NDA-protected. A prospect sees a "NDA Protected" overlay and a sign-to-unlock modal; once they sign, the content reveals and their form pre-fills. The NDA gate lives here on Deal Marketing — the binding signature, GP countersignature, and document-center storage are covered on the Agreements page.
Can I see who engaged with the deal page?
Yes. Views, NDA signatures, and step progress are attributed to the investor in your pipeline, and a deal-progress bar shows committed versus target. You can see who opened the page, who signed, and where each prospect is in the flow.

Give your next raise a deal page that sells it.

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Product

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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

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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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