Covercy Information

Covercy One is the all-in-one investment management and fund administration platform built for commercial real estate GPs. It gives firms one connected platform to manage everything from raise to return — no patchwork of disconnected tools. GPs run fundraising with branded investor portals and automated subscription documents, give LPs 24/7 self-serve access to performance and documents, and calculate waterfalls and send distribution payments in a few clicks. Built-in financial operations, embedded banking, and cross-border payments keep capital moving and books audit-ready, while integrated fund administration covers NAV, transfer agent services, DTCC/AIP connectivity, and K-1 tax support. Neo, Covercy One's AI Co-GP, knows the portfolio inside and out — surfacing what needs attention, drafting investor communications, and answering questions on demand. What Covercy One brings together: - Fundraising: branded portals, automated subscription docs, and streamlined capital calls - Investor Portal: 24/7 LP access to performance, documents, and distribution history - Distributions: automated waterfall calculations and one-click payments to every LP - Financial Operations & Banking: bookkeeping, reconciliation, ACH/wire/cross-border payments, and embedded banking via Thread Bank (Member FDIC) - Fund Administration: NAV, transfer agent services, DTCC/AIP connectivity, and K-1 tax support - Neo: an AI Co-GP working across every workflow Integrations: QuickBooks, NetSuite, Yardi, Rent Manager, Plaid, Dropbox Sign, Thread Bank, and Currencycloud. Trusted by hundreds of CRE firms globally, Covercy One is rated 4.6 on G2 and is a TrustRadius Top Rated and Buyer's Choice product. Covercy is a financial technology company; payment and banking services are provided by regulated partners.