Not your standard
investment management platform.

One click to fundraise. One click to distribute. One click to grow.

The Covercy Platform 

Everything you need to scale your real estate firm — all in one place.

investment management solutions by covercy

Investor Portal

Covercy’s intuitive investor portal solution gives your LPs a one-stop dashboard to see real-time investment performance, view & download important documents like K-1s and agreements, and contribute to your exciting new opportunities in just one click.

investment management solutions by covercy

Fundraising

From attracting new investors with engaging deal pages to making it quick and easy for LPs to invest in just a few clicks, Covercy gives GPs a powerful fundraising control center that handles it all from start to finish. 

investment management solutions by covercy

Distributions

Only Covercy makes distribution payments this simple. Thanks to customizable waterfall models fully integrated with Excel, you can make one-click distributions, track and reconcile all payments down to the cent, and instantly integrate transaction data with third-party accounting systems. All from a single platform. 

investment management solutions by covercy

Payments

Tailored for real estate transactions, Covercy facilitates the rapid movement of large sums needed to close deals, make distribution payments, or accept capital contributions, offering services like electronic verification and real-time tracking. Our focus on the real estate sector ensures that funds are transferred swiftly and securely, crucial for timely deal closures.

investment management solutions by covercy

Financial Operations

Covercy’s financial operations (FinOps) framework automates back-office tasks by automating payments, connecting bank accounts, and integrating accounting and property management tools — all in one powerful investment management platform. Integrated data means maximizing your time, effort, and ultimately, revenue.

The Covercy Difference 

Covercy goes beyond traditional investment management functionality by introducing a smart and intuitive feature set designed to accelerate growth for real estate firms.

Unmatched Transparency

The Covercy platform is designed with transparency in mind. With data centralization as the primary focus, Covercy integrates accounting, banking, and property management tools into one always-updated and always-accurate investment management dashboard for GPs and investors.

Investment Management, Simplified

With so many variables to manage — investors, payments, properties, funds, the list goes on — software should be the simplest part of your day. The Covercy platform gives both GPs and investors a clean user interface, easily digestible dashboards, and streamlined data workflows for a smooth and friction-free experience every time you log in.

One Platform for Infinite Scale

The Covercy platform empowers GPs to focus on the areas that matter most for growth. By taking time-consuming, error-prone administrative tasks off your plate, you’ll have more time to nurture relationships, close deals, develop creative strategies, and drive long-term success for your firm.

What Our Clients Say

Covercy reviews sourced by G2

Integrations

Covercy making it easy to integrate the data, workflows, and finance that drive your operations and more.

Investment management like you’ve never seen it before.