Covercy
4.2
9
Commercial real estate (CRE) investment firms use Covercy to grow AUM while maintaining critical efficiency.
Investment management software with powerful financial services at its core enables GPs to:
• Distribute funds in minutes
• Control financials in real time, and
• Engage HNW & family office investors
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Covercy Plan
Investment Management Platform
35
1 User Per Month
This is the base package for commercial real estate (CRE) investment management. Our other premium products expand this platform to help you grow your AUM faster and more efficiently.
Investment Management Platform
Investor Portal
Distributions Management
Capital Call Management
International Capital Call Payment Processing
Investor Position Management
Distribution Notices
Track Ownership
Investor Management
Automated Online Distribution Payments
60
1 Asset Per Month
This add-on product enables you to perform automated online-distribution payments directly into your investors' bank accounts—in minutes. No need for exports or to leave the platform.
Online Distribution Payments
Automated Pro Rata Calculation
Tax Withholding
Secure e-Fund Account™
Payment Compliance
Domestic & International Distributions
Reconciliation
Distribution Adjustments
Distribution Import
Fundraising
135
Per Month
Fundraise faster and more efficiently. Our AI-powered fundraising tool will let you know who is most likely to invest in your current deal.
Auto Generated Teaser
Investor Activity Tracker
e-Signatures
Deal Pipeline
Subscription Contract Templates
Investment Teaser Responses
Investor Relations
50
1 asset Per Month
Engage and manage your investors with this premium add on.
Performance Reports
Shared Documents
Complex investment structures
Investor insights
Document Access Rights
Structured Reports
SSO Free Forever
Manage Google Drive, Mailchimp, Dropbox Business, Microsoft PowerPoint, QuickBooks Desktop Enterprise, Canva, Zoho One, DocuSign, Salesforce Sales Cloud Suite, Adobe Photoshop with SSO
