Meet Neo, your AI-powered Co-GP.Learn more
Covercy

Covercy One — The all-in-one platform for CRE fund managers.

Investment Management
  • Investor Portal

    A branded, self-serve home for your investors

  • Financial Operations

    End-to-end financial operations for your firm

  • Fundraising

    From interested investor to funded in minutes

  • Distributions

    Calculate waterfalls, pay, and reconcile in clicks

  • Integrations

    Yardi, Rent Manager, NetSuite and more

Fund Administration
  • Fund Administration

    Professional fund admin, one integrated platform

  • DTCC / AIP Connectivity

    Connect your fund to the DTCC/AIP network

  • Transfer Agent

    Cap tables, subscriptions, and investor registers

  • Full NAV Administration

    Audit-ready fund accounting and NAV

  • K-1 & Tax Support

    Reconciled books that make K-1 season painless

Automated Payments & Banking
  • Covercy Pay

    Cross-border money transfers

  • US Banking

    Bank accounts for every fund and asset

  • Covercy Prime

    Payment plans and collections for property sellers

Powered by Neo — your AI Co-GP works across every workflow.
Meet Neo
Pricing
Resources
Articles & Insights

Expert insights, guides, and best practices

About

Our story, mission, and team

Help Center

FAQs, tutorials, and support docs

Contact

Get in touch with our team

Book a Demo
Transfer MoneyLog inBook a Demo
עבריתDeutschEspañolΕλληνικάالعربيةРусский
Investment Management Software

Investment management software for real estate partners and investors.

Manage your portfolio of properties & real estate funds with Covercy, the first platform that seamlessly combines investment management with banking and payments.

Try For Free
the best investment management software for real estate firms
Client logo 1
Client logo 2
Client logo 3
Client logo 4
Client logo 5
Client logo 1
Client logo 2
Client logo 3
Client logo 4
Client logo 5

Everything you need to know about investment management software

Control & visibility

Investment management software helps individuals and businesses manage their investment portfolios. It typically provides tools for portfolio tracking, analysis, and decision-making, allowing users to monitor their investments, assess performance, and make informed decisions about buying, selling, and rebalancing their holdings.

Advanced features

Investment management software may also include features for managing risk, calculating taxes, generating reports, and integrating with other financial systems. Some software may be designed specifically for individual investors, while others may be tailored for use by investment professionals, such as real estate firms, financial advisors, wealth managers, or institutional investors.

Automates & streamlines

Overall, investment management software can help streamline and optimize the investment process, making it easier to achieve investment goals, manage risk, and improve returns.

At Covercy, we believe that every GP or deal sponsor who manages investors deserves access to a centralized portfolio management solution.

Choose from three investment management software packages based on your firm's unique needs, including a forever-free version for up to three assets, that can grow and flex with you.

Get Started Free

Investment management software for commercial real estate

Investment management software for commercial real estate is a type of specialized investment management software that is designed specifically for managing commercial real estate portfolios. This software provides tools for tracking and analyzing commercial property investments, including retail, office, industrial, and multifamily properties.

Some of the features offered by commercial real estate investment management software include portfolio tracking, performance analysis, deal management, cash flow modeling, and financial reporting. These tools can help investors and asset managers monitor the performance of their real estate investments, assess risk, and make informed decisions about buying, selling, or holding properties.

More about commercial real estate syndication
investment management software - commercial real estate

Top investment management software features for real estate partners

Performance reporting

Investment management tools often provide performance reporting features that allow GPs to generate custom reports for their investors. These reports can include performance metrics, asset allocation, and other key performance indicators.

Investor portal

An investor portal is a secure online platform that allows investors to access information about their investments, including performance reports, account statements, and other relevant information.

CRM capabilities

Many investment management tools include customer relationship management (CRM) features that help investment managers manage their relationships with investors. These features may include lead tracking, communication management, and other tools to help investment managers stay organized and responsive to their clients.

Deal pages and data rooms

Investment management tools may also provide deal pages and data rooms, which are secure online platforms used to manage and share information about investment opportunities. These platforms may include features such as document storage, collaboration tools, and communication channels.

Capital calls and fundraising

Investment management tools may also include features to help investment managers manage capital calls and capital raising efforts. Investment managers can streamline operations & fund transfers with these features.

Additional features

Investment management tools come equipped with various features, including risk management tools, compliance monitoring, portfolio analytics, document sharing, eSignatures, and more. The specific features present in an investment management tool may vary depending on the requirements of the GP or real estate firm and the types of investors or assets they manage.

See all Covercy features & pricing

Wire day at commercial real estate firms

"Wire day" typically refers to the day on which funds are transferred electronically (via wire transfer) between parties involved in a commercial real estate transaction. This often occurs when a property is being bought or sold, or when capital contributions or distributions are being made to investors in a commercial real estate investment fund

On wire day, the parties involved in the transaction will typically coordinate with their banks or financial institutions to ensure that the necessary funds are transferred securely and on time. This may involve providing wire transfer instructions, confirming account details, and verifying the transaction amount and currency.

Learn how to automate distribution payments

Investor Management Features & Pricing

Some investment management software can facilitate ACH distribution payments and allow for instant capital raises for GPs. This is typically done through integrated payment processing and accounting features that allow for secure and automated transactions.

With ACH distribution payments, GPs can easily and securely transfer funds to investors directly to their bank accounts. This can be done quickly and efficiently, without needing paper checks or manual processes.

Similarly, some investment management software may allow GPs to collect capital raises instantly, by providing online investment portals that allow investors to invest and transfer funds electronically. This can speed up the fundraising process and provide greater convenience for investors.

Overall, investment management software can streamline the payment and capital raising processes for GPs, making it easier to manage and grow their investment portfolios. Covercy's banking integration makes it especially simple for GPs to collect LP contributions and distribution payments from one bank account to another instantly.
More about investor management
investment management software - automate payments

Investment management software integrations

There are many third-party investment management software integrations available in the market that can help firms improve their investment management processes and gain greater insights into their portfolios. Here are some examples of common integrations:

banking integration - investment management software

Data providers

Many investment management software solutions offer integrations with data providers, such as Bloomberg, Morningstar, or Thomson Reuters, which can provide market data, financial news, and other relevant information to users.

banking integration - investment management software

Custodians

Investment management software can integrate with custodians, such as banks or other financial institutions that hold and safeguard assets on behalf of investors. This integration can help streamline the transfer of data between systems, making it easier to manage and track investments. While Covercy offers the ability to open bank accounts through our preferred banking partner Choice Financial, both GPs and LPs who use Covercy can connect third-party bank accounts as well.

accounting integration - investment management software

Accounting and reporting software

Many investment management software solutions integrate with accounting and reporting software, such as QuickBooks, Xero, or NetSuite, to enable seamless transfer of financial data between systems.

Tailor Covercy's investment management software for your real estate firm

Fundraising Starter

For raising your next deal

Talk to sales
  • CRM
  • Investor Portal
  • Fundraising
  • Distributions
  • Reporting
  • Funds & Capital Calls
  • Integrations
  • Valuations
  • Retail & Broker-Dealer
  • Accounting & Compliance

Standard

For managing capital you've already raised

Talk to sales
  • CRM
  • Investor Portal
  • Fundraising
  • Distributions
  • Reporting
  • Funds & Capital Calls
  • Integrations
  • Valuations
  • Retail & Broker-Dealer
  • Accounting & Compliance
Most popular

Professional

The full platform: funds, deals, payments, integrations

Talk to sales
  • CRM
  • Investor Portal
  • Fundraising
  • Distributions
  • Reporting
  • Funds & Capital Calls
  • Integrations
  • Valuations
  • Retail & Broker-Dealer
  • Accounting & Compliance

Fund Administration

Add when you need NAV, fund accounting, or retail raising

Talk to sales
  • CRM
  • Investor Portal
  • Fundraising
  • Distributions
  • Reporting
  • Funds & Capital Calls
  • Integrations
  • Valuations
  • Retail & Broker-Dealer
  • Accounting & Compliance
Covercy logo
TrustRadius Top Rated 2025 badgeTrustRadius Buyer’s Choice 2026 award badgeIndustry recognition medalThoropass SOC 2 Type I compliance badge

Product

PlatformInvestor PortalFundraisingDistributionsPaymentsFinancial OperationsCovercy PrimeNeoThread BankRent Manager IntegrationCovercy + Rent Manager

Solutions

SolutionsInvestment Management SoftwareInvestor PortalInvestor CommunicationsInvestor ReportingPerformance ReportingCapital CallsDeal SourcingFundraising Pipeline ManagementCapital Stack ManagementDistribution PaymentsGP/LP StructureReal Estate SyndicationPro-Rata DistributionDistribution WaterfallProfit DistributionFund AdministrationFund Administration SoftwarePaid-In CapitalCapEx ManagementUncalled CapitalTransfer FundsCross Border PaymentsFund Administration ServicesTransfer Agent ServicesDTCC AIP ConnectivityK-1 Tax SupportFundraising for SyndicationsSS&C vs CovercyApex vs CovercyAlter Domus vs CovercyUltimus vs CovercyStandish vs Covercy

Resources

Articles & InsightsHelp CenterContact SalesCommercial Real Estate InvestingPCP Flow Case StudyCRE Deal Structures Guide

Legal

International Payments - Terms of UseCovercy GP - Terms of UsePrivacy & Cookie PolicyComplaintsCovercy GP Business Deposit Account AgreementCovercy VISA Debit Cardholder AgreementRegulationElectronic Disclosure & ConsentSitemap

Company

AboutCareersContact usContact SupportSign UpPartnershipReferral ProgramCovercy PayRadcliffe

Banking services:

Covercy is a financial technology company and is not an FDIC-insured bank. Banking services provided by Thread Bank, Member FDIC. FDIC deposit insurance covers the failure of an insured bank. Certain conditions must be satisfied for pass-through deposit insurance coverage to apply. The Covercy Visa debit card is issued by Thread Bank, Member FDIC, pursuant to a license from Visa U.S.A. Inc. and may be used anywhere Visa cards are accepted.

Your deposits qualify for up to $3,000,000 in FDIC insurance coverage when Thread Bank places them at program banks in its 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. Pass-through insurance coverage is subject to conditions.

Payment services:

Covercy Europe Limited. Registered in England No. 675000. Registered Office: 5 Elstree Gate, Elstree Way, Borehamwood, Hertforshire, WD6 1JD, UK

Covercy Technological Trading Limited. Registered in Israel No. 57797. Registered Office: 7 Menachem Begin Rd, Ramat-Gan, Israel 5268102.

Payment and e-money services (Non MIFID related products) are provided by The Currency Cloud Limited. Registered with the Dutch Chamber of Commerce in the Netherlands under number 72186178. Registered office Mr. Treublaan 7, 1097 DP, Amsterdam, Netherlands. CurrencyCloud B.V. is licensed and regulated by De Nederlandsche Bank as an Electronic Money Institution (Relation Number: R142701).

For United States, Payment services for Covercy Europe Ltd (Non-MIFID related products) 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.

Payment and e-money services (Non MIFID related products) are provided by The Currency Cloud Limited. Registered in England No. 06323311. Registered Office: 1 Sheldon Square, London, W2 6TT, United Kingdom. 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)

© 2026 Covercy. All rights reserved.