Investment Management Solutions

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

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One place to manage it all—
from new deals to investor distributions
& everything in between.

Investor ManagementCapital RaisingDistribution PaymentsCRE Banking

Learn more about Covercy’s robust investor management tools & features.

Investment Management Software

Covercy gives commercial real estate professionals the first truly end-to-end investment management software solution on the market. See all investment management features here.

Investor Portal

Build and launch an intuitive investor portal that gives your Limited Partners real-time access to all of the assets they hold with you. With Covercy’s investor portal, they can instantly view portfolio performance, new deal pages, sensitive documents, and other important communication from you — from a single consolidated source of truth. Try it today.

Investor Communications

Covercy helps streamline effective investor communications for satisfied limited partners. Learn more about Covercy’s investor communications features & see if Covercy is the right fit for your firm.

Investor Reporting

Covercy’s built-in investor reporting tools offer comprehensive and concise insights into your portfolio performance. Create reports using automated Covercy templates & give your LPs all the information they need to feel confident and informed about their investments. Read more about investor reporting with Covercy.

More About Investor Management with Covercy
investment management solutions by covercy

Everything you need to raise capital for new or existing commercial real estate projects.

Capital Calls

Covercy gives GPs the ability to truly automate capital calls by integrating FDIC-insured bank accounts and ACH debit transfers right within the investment management tool. Learn more about capital calls with Covercy here. 

Deal Flow Management

Covercy empowers General Partners (GPs) with comprehensive deal flow management, streamlining commercial real estate transactions from sourcing to closing. See full deal flow management features here.

Deal Sourcing

Deal sourcing is both an art and a science. Learn how Covercy’s end-to-end investment management platform facilitates deal sourcing and closing.

Capital Stack Management

Manage your real estate capital stack — debt and equity reporting, distribution waterfalls, built-in bank accounts across assets and LPs, and liquidity management — right within Covercy. Learn how.

Deal Marketing with InvestNow

Covercy gives real estate GPs and investors modern conveniences with powerful InvestNow marketing features. InvestNow serves to facilitate the investment process for accredited investors interested in working with a GP using Covercy. See it in action on our demo site. 

Explore All Capital Raising Features
deal marketing - investment management solutions by covercy

Distribution payments — automated, accurate, and easy — only with Covercy.

Real Estate Syndication

As the first end-to-end commercial real estate syndication platform, Covercy makes it easier for syndicators, deal sponsors, and General Partners (GPs) to keep investors happy. Learn more about commercial real estate syndication.

Automated Distribution Waterfall

Unlike most investment management software on the market, Covercy approaches distribution waterfalls by customizing the model to the GP’s unique deal structure. See how Covercy’s custom waterfall modeling could work for your real estate firm.

GP/LP Structure

Learn how Covercy’s suite of software helps real estate syndicators manage the end-to-end intricacies of a GP LP structure. 

Simple Pro Rata Distribution

Make simple pro-rata distributions with the click of a button. The Covercy platform can calculate and distribute funds from the asset’s integrated bank account right to your investors’ account, and recorded immediately in the investor portal. Learn more about how pro rata distribution with Covercy works.

Profit Distribution Payments

Say goodbye to wire day forever. With Covercy, all profit distributions can be made electronically via ACH debit with integrated, high-yield & FDIC-insured bank accounts. See how it works.

Explore All Distribution Features
distribution payments - investment management solutions by covercy

A new way to collect capital, automate distributions, and maximize investments right within your investment management platform.

Fund Administration

Covercy offers robust fund administration & financial reporting tools for real estate GPs who manage real estate funds, not just syndication projects, within their portfolio.

Paid-In Capital

Covercy offers paid-in capital banking solutions that give GPs the best of both worlds: high-yield interest rates and total liquidity. See how Covercy’s GP customers are using our banking products to generate revenue off paid-in capital funds. 

Uncalled Capital (Dry Powder) Management

Covercy’s CRE Banking gives GPs and LPs access to FDIC-insured cash accounts with a high APY, maximizing uninvested or uncalled capital funds. Escrow accounts rarely, if ever, generate such a significant yield for GPs and LPs while cash sits waiting to be drawn. Learn more about how to maximize uncalled capital with smart banking strategies.

CapEx Management

Effective CapEx Management is critical for successful commercial real estate syndication deals, especially for longer-term commercial asset projects. Learn how Covercy’s robust suite of software tools helps GPs manage, report, and organize capital expenditures. 

See All CRE Banking Features
cre banking investment management solutions by covercy

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
Principal, FCA Orbita Group

Explore investment management
solutions by asset class

SEE ALL ASSET CLASSES WE SERVE

Covercy is trusted by:

 

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

Free
Free investment management software
Free plan includes:
  • Investor management
    Manage your assets and your investors all in one place.
     
  • Investor Portal with reporting
    Elegant investor portal where your investors can review performance.
     
  • Fundraising and capital call management
    Promote new properties/assets via the platform. Record interest level and funding.
     
Get Started
Standard
Save 20%
Automate payments and increase productivity
All the benefits of Free, and:
  • Full Investor Portal
    Give access to your investors: new opportunities, assets, reports, documentation, K1s.
     
  • Automated distribution payments
    End-to-end automated distribution payments. Calculate, notify, distribute directly to your investor's bank account.
     
  • Capital call collection with ACH debit
    After fundraising commitment, automate the capital call payment processing and reconciliation.
     
Try for free
Pro
Save 20%
For growing teams and funds
All the greatness of Standard, and:
  • Funds (with capital commitments)
    Allows raising funds in an open fund structure.
     
  • FDIC insured wallets per Fund
    All funds in the Covercy Wallet are FDIC insured by our banking partner.
     
  • Fully customizable permissions
    User roles fully customizable.
     
Try for free
SEE ALL FEATURES & PRICING

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Covercy is the first real estate syndication platform where banking meets investment management. Save time with our automated distribution & capital call payment processing, gain your LPs’ trust with our intuitive Investor Portal, and generate interest from capital funds held in your Covercy Wallet –  all in one platform.

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Banking services:

Covercy is a financial technology company, and is not a bank. Banking services provided by Thread Bank, Member FDIC.
The Covercy Visa Debit Card is issued by Thread Bank, pursuant to a license from Visa U.S.A. Inc. and may be used everywhere Visa is accepted.
Your deposits qualify for up to a maximum of $2,500,000 in FDIC insurance coverage when placed at program banks in the Thread Bank 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://go.thread.bank/sweepdisclosure and a list of program banks at https://go.thread.bank/programbanks. Please contact customerservice@thread.bank with questions on the sweep program.

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Payment services:

  • The Currency Cloud Limited (Non MIFID related products). Registered in England No. 06323311. Registered Office: Stewardship Building 1st Floor, 12 Steward Street London E1 6FQ. The Currency Cloud Limited is authorized by the Financial Conduct Authority under the Electronic Money Regulations 2011 for the issuing of electronic money (FRN: 900199)
  • 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: 3 Ha-Yetsira St, Ramat Gan 5252141.
  • For clients based in the European Economic Area, payment services for Covercy Europe Ltd. are provided by CurrencyCloud B.V.. Registered in the Netherlands No. 72186178. Registered Office: Nieuwezijds Voorburgwal 296 – 298, Mindspace Nieuwezijds Office 001 Amsterdam. CurrencyCloud B.V. is authorised by the DNB under the Wet op het financieel toezicht to carry out the business of an electronic-money institution (Relation Number: R142701).
  • For clients based in the United States, payment services for Covercy Europe Ltd. are provided by The Currency Cloud Inc. which operates in partnership with Community Federal Savings Bank (CFSB) to facilitate payments in all 50 states in the US. CFSB is registered with the Federal Deposit Insurance Corporation (FDIC Certificate# 57129). The Currency Cloud Inc is registered with FinCEN and authorised in 39 states to transmit money (MSB Registration Number: 31000206794359). Registered Office: 104 5th Avenue, 20th Floor, New York , NY 10011.
  • For clients based in the United Kingdom and rest of the world, payment services (Non MIFID related products) for Covercy Europe Ltd. are provided by The Currency Cloud Limited. Registered in England and Wales No. 06323311. Registered Office: Stewardship Building 1st Floor, 12 Steward Street London E1 6FQ. 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).

All testimonials, reviews, opinions or case studies presented on our website may not be indicative of all customers. Results may vary and customers agree to proceed at their own risk.

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