Meet Neo, your AI-powered Co-GP.Learn more
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.
Meet Neo
Pricing
Resources
Articles & Insights

Expert insights, guides, and best practices

About

Our story, mission, and team

Help Center

Guides and answers for Covercy One

Contact

Get in touch with our team

Product Updates

The latest Covercy One features and improvements

Covercy Pay Help

FAQs and support docs for Covercy Pay

Book a Demo (opens in a new tab)
Transfer MoneyLog inBook a Demo (opens in a new tab)
עבריתDeutschEspañolΕλληνικάالعربيةРусский
Covercy logo
TrustRadius Top Rated 2025 badgeTrustRadius Buyer’s Choice 2026 award badgeIndustry recognition medalThoropass SOC 2 Type I compliance badge

Product

PlatformInvestor PortalFundraisingDistributionsPaymentsFinancial OperationsCovercy PrimeNeoThread BankRent Manager IntegrationCovercy + Rent Manager

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

Articles & InsightsHelp CenterWhat's NewCovercy Pay HelpContact SalesRequest a DemoCommercial Real Estate InvestingPCP Flow Case StudyCRE Deal Structures Guide

Legal

International Payments - Terms of UseCovercy GP - Terms of UsePrivacy & Cookie PolicyComplaintsCovercy GP Business Deposit Account AgreementCovercy VISA Debit Cardholder AgreementRegulationElectronic Disclosure & ConsentSitemap

Company

AboutCareersContact usContact SupportSign UpPartnershipReferral ProgramCovercy PayRadcliffe

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)

© 2026 Covercy. All rights reserved.

What's new

New features, enhancements, and fixes, newest first.

  1. ImprovedGPsJul 7, 2026

    Bank account balances now show up front on your holding page

  2. ImprovedGPsJul 7, 2026

    Emails now sync to your CRM automatically

  3. NewGPsJul 7, 2026

    Add bulk-invited investors to your pipeline in one step

  4. FixedGPsInvestorsJun 25, 2026

    Prospects can now see their finalized subscription agreement before an investing entity exists

  5. FixedGPsJun 20, 2026

    Delete tasks you no longer need

  6. FixedGPsJun 20, 2026

    NDA templates in active use are protected from accidental deletion

  7. FixedGPsJun 19, 2026

    Cleaner communication emails

  8. ImprovedInvestorsJun 17, 2026

    Your "Continue your investment" email now shows the deal's cover image

  9. NewGPsJun 16, 2026

    Store an Accounting ID on each investing entity

  10. ImprovedGPsJun 16, 2026

    Pick the right bank account faster when raising capital

  11. FixedGPsJun 11, 2026

    One pending invitation per teammate — no more duplicate team invites

  12. NewGPsInvestorsJun 3, 2026

    Investors manage their bank accounts, with every change approved by the GP

  13. ImprovedGPsMay 31, 2026

    Add a branded hero image to your investor sign-in page

  14. ImprovedGPsMay 31, 2026

    Reports now live under their holding, with a cross-holding view for discovery

  15. ImprovedGPsMay 18, 2026

    See remaining and uncalled capital on the holding Overview

  16. FixedGPsMay 17, 2026

    More accurate ownership percentages for non-unitized holdings

  17. ImprovedInvestorsMay 6, 2026

    Clearer bank transfer details when you fund your investment

  18. ImprovedGPsInvestorsMay 6, 2026

    Richer cash-flow views: capital account balances, a distribution breakdown chart, and a stacked-area default

  19. ImprovedGPsApr 30, 2026

    Choose how each investor gets paid when finalizing a distribution

  20. NewGPsApr 28, 2026

    Track check payments in a dedicated Check Tracking view

  21. NewGPsApr 28, 2026

    Publish rich, holding-specific updates right on the investor portal

  22. ImprovedGPsInvestorsApr 26, 2026

    Clearer distribution emails, plus finalize and send LP payouts in one step

  23. ImprovedGPsApr 22, 2026

    See everything about a capital call in one place: status, lifecycle progress, and payment link

  24. ImprovedGPsApr 19, 2026

    See your sender account balance while setting up a distribution

  25. NewGPsInvestorsApr 11, 2026

    Add a self-accreditation gate to your 506(b) fundraise landing page