Investment Management
One click to fundraise. One click to distribute. One click to grow.
Fundraising Starter
Syndicate faster with auto payment collections
$174 / entity / month
Total: $348 / month
  • AI Content Generator
  • Up to 2 Assets
  • eSignatures
  • Automated Contribution Payments
  • Fundraising Pipeline Management
  • Interactive Investor Pitch Deck
  • Showcase Opportunities on Your Website
  • Investor Accreditation (Fees Apply)
  • Unlimited Team Members
Standard
Investor portal and automated payments
$209 / entity / month
Total: $418 / month
  • AI Content Generator
  • Investor Portal
  • eSignatures
  • Automated Contribution Payments
  • Automated Distribution Payments
  • Automated Waterfalls
  • Investor Reports
  • Investor Email Communications
  • Document Sharing
  • Automated K1 Matching
  • Up To 5 Team Members
Professional
For growing teams and funds
$299 / entity / month
Total: $598 / month
  • Everything in Standard and Fundraising
  • Funds
  • Capital Commitments
  • Fundraising Pipeline Management
  • Interactive Investor Pitch Deck
  • Showcase Opportunities on Your Website
  • Investor Accreditation (Fees Apply)
  • Fully Customizable Permissions
  • Rent Manager Integration
  • Yardi Exporter
  • Raw Data Integration Hub
  • Unlimited Team Members
Feature Fundraising Starter Standard Professional
AI Content Generator
Automated Contribution Payments
eSignatures
Fundraising Pipeline Management
Interactive Investor Pitch Deck
Showcase Opportunities on Your Website
Investor Accreditation (Fees Apply)
Investor Portal
Automated Distribution Payments
Automated Waterfalls
Investor Reports
Investor Email Communications
Document Sharing
Automated K1 Matching
Funds
Capital Commitments
Fully Customizable Permissions
Rent Manager Integration
Yardi Exporter
Raw Data Integration Hub
Payments and Banking
US payments and banking solutions for investment managers.
Smart Payments
Automates investment management payments
$0
  • 2 Included Accounts
  • Up To 3M FDIC-Insured Bank Accounts
  • 10 Monthly ACH Payments (Included)
  • Multi-Factor Payment Approvals
  • Connect External Bank Accounts (Weekly Updates)
  • QuickBooks Bank Sync
  • Next Day ACH
  • Wire Payments (Fees Apply)
  • 3 Virtual Debit Cards
  • 1 Physical Debit Card
Additional Costs
  • Additional Account: $20
  • Additional ACH: $2
Core
Essential banking with daily updates
$79 / month
  • 10 Included Accounts
  • Everything in Smart Payments
  • 2.08% Interest Yield
  • 20 Monthly ACH Payments (Included)
  • 20 Virtual Debit Cards
  • 20 Physical Debit Card
Additional Costs
  • Additional Account: $15
  • Additional ACH: $1.5
Advanced
Reduced fees and same-day ACH
$239 / month
  • 20 Included Accounts
  • Everything in Core
  • 2.79% Interest Yield
  • 120 Monthly ACH Payments (Included)
  • Daily Updates for External Accounts
  • Same-Day ACH
Additional Costs
  • Additional Account: $5
  • Additional ACH: $1
Premium Banking
Best for customers with >$2M cash balance
$799 / month
  • 80 Included Accounts
  • Everything in Advanced
  • 3.12% Interest Yield
  • Unlimited ACH Payments
Additional Costs
  • Additional Account: $2
Feature Smart Payments Core Advanced Premium Banking
Up To 3M FDIC-Insured Bank Accounts
ACH Payments
Wire Payments
Debit Cards (Virtual & Physical)
Connect External Bank Accounts
Multi-Factor Payment Approvals
QuickBooks Bank Sync
20 Virtual Debit Cards
20 Physical Debit Card
Daily Updates for External Accounts
Same-Day ACH
2.08% Interest Yield
2.79% Interest Yield
3.12% Interest Yield
International Payments
Collect money and pay international investors.
Free
Collect investor funds for international fundraising
$0
  • Unlimited Collections
  • Collect Money from International Investors
  • Investor Locations: EU, UK, US, and Israel
  • Investment Destinations: US, EU, Switzerland, UAE & 200+ Countries
  • Auto Currency Conversion in 25 Currencies (incl USD, EUR, GBP, AED, ILS)
  • No FX or Transaction Costs for GPs or Assets
  • Accelerate Fundraising with Proactive Investor Support
Standard
Distribute globally in 25 currencies
$79 / month
  • 2 Distribution Accounts
  • Everything in Free
  • Global Distribution Payouts (25 Currencies)
  • Multi-Network Transactions (SWIFT, ACH, SEPA, Faster Payments)
Additional Costs
  • Additional Distribution Account: $19
Advanced
Escrow accounts for fundraising
$199 / month
  • 2 Escrow Accounts
  • Everything in Standard
  • Escrow Accounts for Fundraising
Additional Costs
  • Additional Distribution Account: $9
  • Additional Escrow Account: $99
Feature Free Standard Advanced
Unlimited Collections
Collect Money from International Investors
Investor Locations: EU, UK, US, and Israel
Investment Destinations: US, EU, Switzerland, UAE & 200+ Countries
Auto Currency Conversion in 25 Currencies (incl USD, EUR, GBP, AED, ILS)
No FX or Transaction Costs for GPs or Assets
Accelerate Fundraising with Proactive Investor Support
Global Distribution Payouts (25 Currencies)
Multi-Network Transactions (SWIFT, ACH, SEPA, Faster Payments)
Escrow Accounts for Fundraising
Copyright © 2024 Covercy | All Rights Reserved