Covercy
Embedded banking meets real estate investment management
Covercy is an all-in-one investment management platform tailored for commercial real estate sponsors and fund managers. It combines investor relations, fundraising, capital calls, and automated distributions with embedded banking features, including FDIC-insured accounts and ACH payments. Covercy streamlines back-office workflows, enhances transparency, and reduces manual effort by centralizing financial operations and investor communications in a single platform.
Product Category
Investment Management
Customers
General Partners
Fund Managers
Syndicators
Investor Relations Teams
Property Types
Commercial
Multifamily
Single-Family
Features
Investor Portal
Real-time performance dashboards and document access for LPs
Automated Distributions
One-click ACH payments with customizable waterfall models
Capital Call Management
Issue and collect capital via ACH debit
Embedded Banking
FDIC-insured accounts for funds and assets
Fundraising Tools
Deal pages e-signatures and investor tracking
CRM & Investor Database
Manage contacts commitments and communications
Performance Reporting
Generate structured reports with visuals and metrics
Document Sharing
Securely distribute K-1s agreements and updates
AI Content Generator
Draft investor emails and reports
Tax Withholding
Automate deductions per investor
Payment Reconciliation
Track and confirm all transactions
Cross-Border Payments
Support for international capital calls and distributions
Benefits
Time Savings
Automate capital calls distributions and reporting
Improved Investor Experience
Transparent self-service portal for LPs
Reduced Risk
Minimize errors with integrated banking and compliance
Faster Fundraising
Streamlined onboarding and contribution workflows
Operational Efficiency
Eliminate spreadsheets and manual processes
Scalable Infrastructure
Supports growth across multiple funds and assets
Enhanced Compliance
Built-in KYC/AML and tax tools
Data Centralization
Single source of truth for all investment data
Increased Liquidity
Earn interest on idle capital via embedded accounts
Better Decision-Making
Real-time insights into portfolio performance
Use For
Capital Raising
Launch and manage offerings with deal pages and e-signatures
Investor Onboarding
Automate KYC/AML and accreditation processes
Distribution Management
Execute and track ACH payments with waterfall logic
Fund Administration
Manage cap tables commitments and financial operations
Investor Reporting
Share performance updates and documents
Banking Operations
Open and manage FDIC-insured accounts
Document Management
Organize and distribute investment documents
AI-Driven Communications
Generate investor emails and reports
Compliance Management
Ensure regulatory adherence with integrated tools
Cross-Border Transactions
Facilitate international payments and capital calls