PRODUCT / FUNDRAISING

All-in-one fundraising software for real estate deals.

Covercy’s end-to-end fundraising platform helps real
estate GPs raise more capital & close deals faster.

Fundraising Features

Raising capital for your next real estate project is easy with Covercy’s fundraising platform, offering GPs a seamless and efficient way to promote deals & manage investor contributions.

One-Click Fundraising with ACH Debit

Only Covercy makes fundraising this easy. Simplify the investment process by allowing investors to fund a deal in seconds using secure ACH debit payments.

E-Signatures

Speed up deal closures with integrated e-signature functionality, enabling secure, digital signing of all necessary documents.

Investor Accreditation

Covercy GPs can onboard investors using VerifyInvestor.com for accredited investor verification and comprehensive Anti-Money Laundering (AML) & Know Your Customer (KYC) compliance. 

Deal Showcase Pages

Create polished opportunity pages to present investment deals professionally, complete with pitch decks, photos, videos, documents, and other detailed offering information.

Pipeline Management

Stay organized and track investor commitments through every stage of the fundraising process, from soft-circled through signature, accreditation, and commitment. 

Pay Directly to Title

Never miss a closing. Covercy allows GPs to pay directly to the title company from right within the fundraising platform, ensuring timely and secure disbursement of funds without needing external banking tools.

InvestNow Deal Showcase

Showcase all available live investment opportunities on your website with InvestNow and capture interest instantly by turning browsing visitors into committed investors.

Flexible Payment Methods

Offer investors various payment options, including ACH debit, wire transfers, and even low-fee cross-border transfers, making it easy for them to contribute in their preferred way.

Document Creation

Create and share all standard documents with your investors from right within the Covercy platform: PPMs, operating agreements, subscription documents, investor questionnaires, form 6-Ks, and more.

Pitch Decks

Design and distribute beautiful pitch decks to share with investors alongside your deal showcase page. Track engagement, interest, and commitment level right within your deal campaign based on activity on your deal pages and within the pitch deck itself.

Instant Reconciliation

Automatically track contributions and investments in real-time, ensuring funds are instantly reflected on your platform without manual intervention.

Complex Deal Structures

Easily manage and fundraise for even the most complex deal structures: syndication, funds, fund of funds, equity and debt, and more. 

Why Covercy?

With so many real estate fundraising tools to choose from,
learn what sets Covercy apart from the rest.

Showcase Exciting Deals & Capture Lead Interest

Elevate your lead generation and marketing efforts and display live investment opportunities directly on your website with Covercy’s powerful InvestNow feature. Earn investor trust with a professional online presence that attracts interested investors and captures new leads effortlessly, all while showcasing your deals in a polished, investor-friendly format.

Convert Investors from Interested to Invested in Minutes

Take investors from interested to committed in just a few clicks. With Covercy, investors can express interest, sign documents, and make payments — all within the platform — allowing you to close a deal in the time it takes to drink a cup of coffee.

Tracking & Reconciliation for Automatic Capital Stack Management

Spend more time growing your portfolio and less time managing payments across thousands of investor positions. Covercy tracks every investment, automatically calculates ownership percentages, and provides real-time transparency on who invested, how much, and when.

Scale Effortlessly with Flexible Tools That Grow With You

Whether managing a simple pro-rata syndication or more complex asset-based or fund-based deal structures, Covercy has it handled. With both asset- and fund-based fundraising management built into the platform, along with flexible payment options available to collect capital from investors, Covercy enables GPs to scale without limitation.

Never Miss a Closing with Instant Payments

Stay on top of every closing with Covercy’s built-in payments platform. Instantly disburse funds to title companies, contractors, and other key stakeholders, ensuring timely and accurate payments. And it’s not over when your raise is over — Covercy’s investor portal, distribution engine, and financial operations framework never sleep, keeping your projects humming behind the scenes.

Distributions

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

Investor Portal

Empower your investors with real-time, secure access to detailed reports, investment updates, transaction history, tax information, and more – all in one secure, easy-to-use platform.

Financial 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.

Payments

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

What Our Clients Say

Covercy reviews sourced by G2

Frequently Asked Questions

 Covercy automates the entire investor journey, from onboarding to payment collection. With real-time tracking, automatic notifications, and streamlined tools for managing signatures, accreditation, and contributions, you can easily oversee your entire fundraising pipeline and ensure no steps are missed.

Covercy accelerates the fundraising process by offering one-click contributions, e-signatures, and automated accreditation. These features eliminate time-consuming manual tasks, allowing investors to quickly and securely fund deals, helping you close faster and with fewer hurdles.

Yes, with our InvestNow™ feature, you can showcase live deals directly on your website or through targeted campaigns. This not only creates a professional marketing presence but also enables investors to engage and contribute instantly.

Absolutely. Covercy’s platform is designed to handle sophisticated deal structures, allowing you to manage both debt and equity within the same deal, making it easier to customize and track contributions across multiple investors.

Fundraising’s never been so easy. Get started with Covercy today.

Free

Standard

Pro

Tailor Covercy’s investor management
features for your real estate firm

Free
Free investment management software
Free plan includes:
  • Investor management
    Manage your assets and your investors all in one place.
     
  • Investor Portal with reporting
    Elegant investor portal where your investors can review performance.
     
  • Fundraising and capital call management
    Promote new properties/assets via the platform. Record interest level and funding.
     
Get Started
Standard
Save 20%
Automate payments and increase productivity
All the benefits of Free, and:
  • Full Investor Portal
    Give access to your investors: new opportunities, assets, reports, documentation, K1s.
     
  • Automated distribution payments
    End-to-end automated distribution payments. Calculate, notify, distribute directly to your investor's bank account.
     
  • Capital call collection with ACH debit
    After fundraising commitment, automate the capital call payment processing and reconciliation.
     
Try for free
Pro
Save 20%
For growing teams and funds
All the greatness of Standard, and:
  • Funds (with capital commitments)
    Allows raising funds in an open fund structure.
     
  • FDIC insured accounts per depositor
    All funds in the Covercy Wallet are FDIC insured by our banking partner.
     
  • Fully customizable permissions
    User roles fully customizable.
     
Try for free

Fundraising’s never been so easy. Get started with Covercy today.