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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

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A Covercy referral program

Know another GP who'd love Covercy?

Send them our way, and we'll send you $500.

  • $500 per referral
  • No cap on how many you refer
  • Paid when they become a paying customer
Refer a GPHow it works

Refer a GP

All we're asking is who comes to mind.

Share their name, email, phone, and company. We'll handle the introduction so you don't have to.

Takes about 30 seconds. We'll take it from there.

Why we're asking

You know exactly who's still doing this the hard way.

You've been with Covercy for a while now, which means you know exactly which of your peers are still doing this the hard way. Help us reach them.

There are a lot of GPs out there still running fundraising, banking, and distributions across half a dozen tools — or worse, out of spreadsheets. They'd benefit from hearing about Covercy from someone who actually uses it. Someone whose opinion they trust.

So here's our offer.

Here's the deal

$500per referral
  • $500 per referral
  • No cap on referrals
  • No fine print

Send a fellow GP, sponsor, or family office our way. When they sign on as a paying Covercy One customer, we'll send you $500. No cap on how many you refer. No fine print designed to wriggle out of paying you.

Refer a GP

How it works

From introduction to $500 in three steps.

  1. 01

    You refer

    Submit the form with their name, email, phone, and company. Takes about 30 seconds.

  2. 02

    We reach out

    We introduce ourselves, show them around Covercy One, and keep you in the loop on where things stand.

  3. 03

    You get paid

    When your referral becomes a paying Covercy One customer, we send you $500 — issued after we receive their first payment.

Plain and simple

Here's exactly how it works — no fine print.

We want this to be clear from the start, so you know what to expect before you send anyone our way.

Who counts as a referral
Other GPs, sponsors, or family offices who aren't already Covercy customers and haven't already been in conversations with us.
When you get paid
After your referral signs on as a paying Covercy One customer and we've received their first payment. That's when the $500 goes out.
How many you can refer
No cap. Refer one or refer ten — we'll pay $500 for each one that becomes a paying customer.
What we do with the introduction
We reach out personally, walk them through Covercy One, and keep you posted on whether things move forward.

Know someone who'd love Covercy?

Send them our way and earn $500 when they become a customer.

Refer a GP

P.S. Not sure they're ready for a sales call yet? Share this page with anyone you think should know about Covercy. Every introduction helps.

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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)

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