Meet Neo, your AI-powered Co-GP.
Every K-1, statement, and agreement, in one secure place
Give investors a single, organized home for everything you share — tax forms, statements, agreements, and reports — with automated K-1 matching that gets the right document to the right investor and permissions that keep you in control.
Automated K-1 matching for a friction-free tax season
K-1 season is one of the most thankless jobs for any GP or syndicator, and one of the easiest to get wrong. Upload your K-1s and Covercy One matches and maps each form to the right investor, then delivers it to their portal, so you replace hours of manual sorting and the risk of sending the wrong investor the wrong return with a single, reliable workflow.
- Bulk-upload K-1s and auto-match them to the correct investors
- Each investor finds their tax documents in their own portal
- No more one-by-one emailing or misdelivered forms
- A repeatable workflow that scales from 10 investors to thousands
Organized, searchable, and permissioned
Every document lives in a structured, searchable library, at the deal and fund level, so investors find what they need without asking. And because not every document is for every set of eyes, you control exactly who can view and download what.
- A clear folder structure with search and inline preview
- Documents available at the deal and fund level
- Granular permissions, including download controls
- Investors can grant scoped access to a spouse or accountant
Self-serve access that cuts your support load
When every statement, agreement, and K-1 is a login away, the "can you resend that document?" emails stop. Your investors get 24/7 access to a professional, organized document experience, and you get the time back — exactly the kind of polish that makes investors comfortable committing to your next raise.
- 24/7 investor access to every document you have shared
- Fewer document requests landing on your team
- A professional, secure experience that builds investor trust
You decide who sees what
Share documents and tax forms with exactly the right investors — at the folder, share-class, or position level.
Permission to the position
Share at the folder, share-class, or individual-position level, and choose view-only or download per share. Access follows the investor automatically.
Post once, delivered everywhere
Drop a K-1, statement, or agreement in and it appears in every entitled investor’s document center instantly — no email attachments.
Secure and on-brand
In-browser preview, e-signature, and SOC 2, bank-grade security throughout — all under your firm’s branding.
Part of one connected platform
Documents tie into the rest of how you raise capital and run your fund.
Fund Administration
Institutional-grade NAV, bookkeeping, tax, and K-1s, delivered inside the same platform.
ExploreNeo, your AI Co-GP
The AI layer that drafts investor updates, runs reports, and automates workflows across Covercy One.
ExploreFundraising
Take investors from interested to funded with online subscriptions, accreditation, and one-click ACH.
ExploreDocument sharing questions
- How does automated K-1 matching work?
- You upload your K-1s in bulk and Covercy One matches and maps each form to the correct investor, then publishes it to that investor’s portal. It replaces manual sorting and one-by-one emailing, and it removes the risk of sending an investor the wrong return.
- Can investors give their accountant or spouse access to documents?
- Yes. Investors can grant permissioned, scoped access to trusted parties like a spouse, accountant, or advisor, so those parties can see what they need without you creating and managing extra accounts.
- What kinds of documents can I share?
- Everything an investor relationship generates: K-1s and tax forms, capital-account and performance statements, subscription and operating agreements, reports, and any other files you want centralized and securely shared.
- How is document access kept secure?
- Documents are stored securely with granular, GP-controlled permissions and conditional download rights, so sensitive files are visible only to the people you authorize, at both the fund and individual-holding level.