Fundraising
Create fundraises, configure investor pages, and manage your pipeline.
- Configure the investor landing pageBuild the investor landing page for a fundraise in Covercy One — write a rich description, manage deck documents, control what each investor sees, and set the self-service flow.
- Create a fundraiseStart a fundraise on a holding in Covercy One, choose the right fundraise type, and add opportunities to your pipeline.
- Guide investors through the investment flowUnderstand the steps your investors complete after you invite them to a deal — from selecting their investing entity through signing and funding — so you can guide them and resume them where they left off.
- Manage your fundraising pipelineWork opportunities through your pipeline using the Next Steps panel, send personalized outreach, and stay in sync with investors through automatic notification emails.
- Require investor accreditationEnable the self-accreditation gate on an opportunity so that prospective investors confirm their accreditation status before accessing deal content.
- Set up application and subscription formsConfigure the NDA and subscription agreements investors sign when they apply to and subscribe to your fundraise in Covercy One.