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Covercy

Investment management platform with embedded banking for CRE.
Free TrialFree Tier Crowdfunding & Investing Accounting & Finance
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Starting Price
Free
Best For
General Partner, Fund Manager, Investor Relations
Company Size
Small, Mid-Market
Deployment
Cloud
Property Types
Commercial

About Covercy

Covercy is a CRE investment management platform that uniquely combines investment management software with embedded banking. It enables GPs and syndicators to manage fundraising, investor relations, distributions, and banking — all from one platform. Covercy's embedded banking eliminates the need for separate bank accounts and manual wire transfers, allowing automated distribution payments directly from the platform. The system covers investor CRM, fundraising automation, waterfall distributions, reporting, and compliance.

✓ Pros

✓Unique embedded banking eliminates manual wire transfers
✓Free tier available for getting started
✓Combines investment management + banking in one platform
✓Automated waterfall distributions save significant time

✗ Cons

✗Smaller player — less market recognition than Juniper Square or InvestNext
✗Banking features may not suit firms with existing banking relationships
✗Limited property management or operational features
✗International payment capabilities unclear

Who This Is For

Roles
General PartnerFund ManagerInvestor Relations
Company Size
SmallMid-Market
Property Types
Commercial

Covercy Features

✦ Deal Management Track and manage deals from sourcing through closing with pipeline visibility.
✦ Fundraising Digital fundraising with subscription documents, e-signatures, and payment collection.
✦ Waterfall Distributions Automated waterfall calculations and distribution processing.
✦ Investor Portal Self-service portal for investors to view performance, documents, and tax forms.
✦ Banking Platform FDIC-insured bank accounts embedded within the investment management platform.
✦ Automated Payments Send distributions and collect capital calls directly from the platform without wires.
✦ Multi-Entity Banking Separate bank accounts per entity with consolidated management.
✦ Investor Reporting Automated performance reports, K-1 distribution, and investor communications.
✦ Cap Table Management Real-time cap table tracking with ownership percentages and waterfall modeling.
✦ Compliance Tools KYC/AML verification and accreditation management.

Covercy Pricing

Freemium Billing: Monthly Free Trial Available Free Tier Available
Free
Free
Standard
Contact for pricing
Pro
Contact for pricing

Integrations

QuickBooks (Accounting)Plaid (Banking)DocuSign (eSigning)

Company Info

Company
Covercy, Inc.
Founded
2019
Headquarters
New York, NY / Tel Aviv
Employees
20-50
Funding
$10M+
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