Investment Management Products
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SOLUTIONS
  • investor management
  • Capital Raising
  • Distribution Payments
  • CRE Banking
USE CASES
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PRODUCT / INVESTOR PORTAL

Empower your investors with Covercy’s intuitive & personalized investor portal.

Powerful automation and real-time data keep investors informed, happy, and eager to invest in your newest opportunities.

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Investor Portal Features

Stay connected to your investors 24/7 with Covercy’s easy-to-use investor portal. Provide your LPs with real-time updates on investment performance, secure document storage, and instantly trackable distribution payments, all from one intuitive interface.

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InvestNow

Showcase live investment opportunities to your investors and website visitors with InvestNow, capturing committed capital in a single click.

Investment Dashboard

The investment dashboard gives investors a complete, real-time view of their entire portfolio, including ownership percentages and performance metrics, helping them stay informed and in control of their investments at all times.

Performance Reports

Investors can easily access detailed performance reports, including metrics like IRR, cash-on-cash returns, and NAV, offering clear insights into the growth and status of their investments.

Transaction Details

With full transparency into all past transactions, investors can review contribution histories, distributions, and capital call payments, ensuring complete visibility into their financial activity.

Customizable Permissions Management

Portfolio managers can securely share access with trusted parties like spouses, accountants, or other service providers, allowing for tailored permissions without sacrificing control or confidentiality.

Multiple Entity Support

The Covercy investor portal supports various investment structures, from individual accounts to trusts and family offices, allowing investors to manage multiple entities and view performance across all investments.

Investor Accreditation

Investors can complete their accreditation quickly and easily within the portal, eliminating the need for external validation and speeding up the investment process.

Google & Facebook Single Sign-On (SSO)

Give investors the convenient option of logging in using Google or Facebook credentials, reducing support requests from LPs struggling to remember their investor portal password.

Automated Schedule K-1 Matching

Save hours during the busiest time of year with Covercy’s automated K-1 matching. Simply upload and map all K-1 forms to the appropriate corresponding investors for a friction-free tax season.

Streamlined Fundraising

Investors benefit from one-click ACH payments for capital calls and easy bank account management, streamlining the funding process and reducing the risk of errors or delays.

Email Notifications

Automatic email notifications keep investors informed of important updates like capital calls, distributions, and report availability, helping them stay on top of their investments without missing any critical actions.

Secure Document Sharing

All investment documents, from Schedule K-1s to agreements, are stored securely and centrally, allowing investors to access, download, and share important paperwork at any time with ease.

Why Covercy?

With so many investor portal platforms to choose from, discover why GPs prefer Covercy over traditional investment management tools.

Intuitive Interface for All Investor Types

With Covercy’s intuitive investor portal, managing investments has never been easier. The Covercy platform transforms complex processes into a single, streamlined experience for you and your investors. Even your less tech-savvy LPs will quickly find what they need without jumping through hoops, thanks to an easy-to-navigate interface that makes tracking and managing investments a breeze.

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Instant, Always-Accurate Reports for Your Investors

Covercy’s investor portal includes a powerful report builder that compiles and aggregates data into easy-to-digest dashboards to provide investors with trustworthy performance insights. Comprehensive reports are automatically generated and updated, ensuring investors have 24/7 access to real-time performance metrics.

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Spend Less Time Fixing & More Time Building

Enough IT troubleshooting for you! Instead of wasting time resetting an investor’s forgotten password or updating incorrect bank details for an upcoming distribution, GPs using Covercy’s investor portal give LPs control over critical, time-sensitive items like banking information and permissions management. LPs can also sign into the portal with Google or Facebook credentials, eliminating the need for frustrating password resets.

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All Your Documents in One Place

Covercy’s investor portal houses all critical documents—including reports, questionnaires, agreements, and tax forms—in one centralized & secure location for GPs and LPs to access. Automated K-1 matching simplifies tax preparation by accurately matching and distributing thousands of documents to the correct investors, ensuring smooth and error-free tax filings.

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Distributions

Automate and streamline your payment distribution process, ensuring timely and accurate-to-the-cent investor payouts with just a few clicks.

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Fundraising

Automate your fundraising process, from deal promotion to investor onboarding and, finally, instant capital collection, with Covercy’s end-to-end fundraising engine.

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Finance Operations

Gain full control and visibility into all incoming and outgoing transactions, bank accounts, vendor payments, and more with Covercy’s comprehensive back-office operations tools.

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Payments

Seamlessly manage domestic and global payments with flexible options for receiving and distributing funds quickly and securely.

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What Our Clients Say

Covercy reviews sourced by G2

Frequently Asked Questions

 Investors can access a full suite of tools through the portal, including real-time performance updates, transaction history, secure document sharing, capital call payments, and centralized access to key documents like K-1s. The platform offers transparency and ease of use, helping investors stay informed and in control of their investments.

Yes, Covercy’s investor portal integrates with popular property management systems such as Yardi Breeze and Rent Manager. These integrations allow for seamless syncing of property data, helping GPs manage both investor relations and property performance in one cohesive platform.

Covercy places a high priority on security. The investor portal uses advanced encryption and secure protocols to ensure that all sensitive investor information and financial transactions are protected. Investors can trust that their data is stored and shared securely.

Yes, the Covercy investor portal supports multiple investment entities, including individual accounts, LLCs, trusts, and family offices. Investors can easily manage and track performance across different entities, all within a single dashboard.

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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 $3,000,000 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://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.

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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) Currencycloud Terms of Use 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.

Covercy Europe Limited. Registered in England No. 675000. Registered Office: 5 Elstree Gate, Elstree Way, Borehamwood, Hertforshire, WD6 1JD, UK
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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: Head office: Nieuwezijds Voorburgwal 296-298, 1012 RT Amsterdam. Currencycloud B.V. is authorized by the DNB 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 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.
For clients based in the United Kingdom, Covercy Europe Ltd. is an EMD Agent of The Currency Cloud Limited. Payment and e-money services are provided by The Currency Cloud Limited. Registered in England 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).

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