Covercy Inc.

Empowers investors with real-time insights and easy access to investment documents.

Streamline your back-office operations with FinOps for real estate investment management.

Streamline capital distributions with total transparency and automation.

Streamline your fundraising process and attract more investors with Covercy's integrated platform.

Provide comprehensive fund administration services for investors and managers.

Streamline banking with FDIC-insured accounts tailored for real estate fund managers.

Efficiently manage cross-border payments for your investment needs.

Streamline off-plan sales and manage international buyers in the UAE.

Real Estate Investment Funds And Sponsors

Global real estate funds and sponsors seeking end-to-end fund management and investor engagement.

Geography: Global

How we help: Integrated fund administration, automation, and investor engagement platforms streamline complex real estate funds' operations, from fundraising to distributions, payments, and reporting, enabling faster closes and clearer investor communications.

Real Estate Developers And Sponsors Running Off-Plan Campaigns

Global developers running off-plan campaigns and investor engagement.

Geography: Global

How we help: Offers streamlined off-plan campaign management with automated payments, broker tools, and investor engagement to accelerate sales and ensure compliant, scalable fundraising.

Nav Driven Funds And Administrators

Nav driven fund administration, tax and reporting with connected investor communications and payment capabilities to deliver transparent, compliant fund operations at scale.

Geography: Global

How we help: Nav-driven fund administration, tax and reporting with connected investor communications and payment capabilities to deliver transparent, compliant fund operations at scale.

Capabilities for NAV calculation, fund accounting, transfer agency, tax and audit support, reconciliations, and comprehensive reporting for private funds and real estate managers.

Products: Fund Administration, Distributions, FinOps, Investor Portal

Features to manage deal pipelines, investor accreditation and onboarding, e-signatures, engaging deal pages, and one-click investments to accelerate capital formation.

Products: Fundraising, Covercy Prime, Investor Portal

Domestic and cross-border payments, embedded banking and account management, currency conversion, ACH and wire capabilities, and payment tracking and reconciliation for fund treasury operations.

Products: International Payments, US Banking, FinOps, Distributions

Investor-facing dashboards and communication features that provide real-time performance tracking, document access and downloads, customized permissions, and automated investor communications.

Products: Investor Portal, Fund Administration, Fundraising

Investor Portal

Covercy’s investor portal provides LPs with a one-stop dashboard to view real-time investment performance, access and download important documents, and contribute to opportunities in just one click.

• Contribute Instantly
  LPs can engage in new investment opportunities effortlessly with just one click.
• Monitor Investments Live
  Users can track their fund performance continuously to stay informed.
• Access Anytime
  LPs can log in at any time for their investment data.
• Overview of All Investments
  Investors can easily understand their overall investment health at a glance.
• Download Important Documents
  Investors can securely access essential financial documents when needed.
• Simplify Accreditation Process
  Investors complete their accreditation requirements seamlessly online.
• Tailored Access Control
  Allow specific individuals to access data with adjustably defined roles.

FinOps

FinOps automates back-office tasks by automating payments, connecting bank accounts, and integrating accounting and property management tools within the investment management platform.

• Maximize Efficiency
  By integrating with existing accounting systems and property management software, FinOps ensures seamless operations and minimizes manual work.
• Streamline Payments
  Seamless connectivity of bank accounts facilitates quick transactions and easy reconciliation, enhancing cash flow management.
• Automate Payments
  Reduce errors and save time by automating payment processes, ensuring timely and accurate transactions.
• Ensure Compliance
  FinOps helps maintain compliance with industry regulations, reducing legal risks and enhancing investor trust.
• Gain Insights
  Empower decision-making with real-time data analytics and financial reporting functionalities integrated into the platform.

Distributions

Distributions module enables one-click distributions with customizable waterfall models, real-time payment tracking, and seamless integration with third-party accounting systems.

• Simplify Distributions
  Quickly process capital distributions, minimizing delays and enhancing investor satisfaction.
• Customize Waterfalls
  Adapt cash flow structures for various deals, allowing for specific performance incentives.
• Ensure Accuracy
  Maintain transparency and precision in all payment processes, enhancing trust with investors.
• Streamline Financial Management
  Reduce manual entry errors and ensure that financial records are always up-to-date.
• Expand Investor Reach
  Enable swift payments to investors worldwide, accommodating diverse geographical locations.
• Enhance Financial Control
  Centralize your banking operations for better financial oversight and security.

Fundraising

Fundraising module provides deal pipeline management to attract investors and streamline investments for GPs.

• Manage Your Pipeline Effectively
  Track commitments and documents throughout the investment process, ensuring a seamless experience from initial outreach to final commitment.
• Simplify Investor Contributions
  Facilitate quick and secure investments by allowing investors to fund opportunities in seconds using ACH debit.
• Create Professional Deal Pages
  Showcase your deals with rich content, including pitch decks and essential documents, to engage potential investors effectively.
• Ensure Compliance Seamlessly
  Streamline investor onboarding while adhering to regulatory requirements through integrated verification solutions.
• Enable Quick Document Signing
  Enhance the efficiency of your deal process with built-in e-signature capabilities, allowing for rapid closure of required documentation.
• Empower Investor Payment Options
  Provide diverse payment methods, allowing investors to choose the most convenient option that suits their needs.

Fund Administration

NAV and fund accounting services including NAV calculations, transfer agent services, and connectivity to DTCC and AIP, with K-1 tax support and comprehensive reporting.

• Enable Seamless Settlement
  With DTCC/AIP connectivity, funds can facilitate efficient settlement and accurate reporting to streamline operations.
• Streamline NAV Calculations
  Comprehensive NAV administration supports accurate tracking and reporting of fund assets and liabilities.
• Provide Transparent Financial Insights
  Generate detailed financial statements that reflect the fund's performance and enhance transparency for investors.
• Simplify Ownership Management
  Efficient transfer agent services facilitate smooth ownership transfers and timely fund distributions.
• Ensure Accurate Financial Reporting
  Regular reconciliations help maintain the integrity and accuracy of financial data provided to stakeholders.
• Facilitate Tax Compliance
  Assistance with K-1 forms ensures compliance and helps investors understand their tax obligations.
• Maintain Strong Investor Relations
  Utilize tools to keep investors informed with regular updates and performance reports, enhancing trust and engagement.
• Navigate Tax Regulations Smoothly
  Receive dedicated support during audits and for tax filings to ensure compliance and reduce risks.

US Banking

Banking infrastructure built for real estate fund managers with FDIC-insured accounts and payments across entities and vendors.

• Maintain Clear Financial Separation
  This ensures that finances are organized and simplified across holdings, making management more straightforward.
• Automate Fund Distribution
  Facilitates efficient payment processes to investors and vendors, maintaining clear records through audit trails.
• Facilitate Fast Transactions
  Essential for time-sensitive operations, ensuring rapid access to funds as needed.
• Simplify Contribution Collection
  Streamlines the collection of funds, helping you manage investor obligations efficiently.
• Accelerate Payment Initiation
  Start accepting and sending payments within hours, enhancing operational efficiency.
• Maximize Idle Cash Returns
  Helps to generate revenue from inactive funds while ensuring liquidity.

International Payments

Cross-border capital management and international payments to support global real estate transactions.

• Facilitates Swift Transfers
  Make fast, secure, and transparent transfers across borders, ensuring the funds arrive when needed.
• Predictable Costs
  Know exactly what you are paying for every transfer, enhancing trust in the payment process.
• Enables Global Transactions
  Seamlessly manage capital inflows and outflows for international investment opportunities, enhancing your global reach.
• Maintains Compliance Standards
  Stay compliant with regulations across multiple jurisdictions, avoiding potential legal issues.
• Offers Real-Time Conversion Rates
  Access competitive currency conversion rates during transactions, optimizing funding efficiency.

Covercy Prime

Off-plan sales platform for the United Arab Emirates, enabling streamlined real estate deal campaigns and investor engagement.

• Streamline Sales Processes
  Agilizing off-plan sales through automation, the platform reduces manual payment tracking, broker coordination, and enhances buyer communication.
• Eliminate Manual Tracking
  Prevent errors and administrative overhead with automatic tracking of payments from various international buyers.
• Improve Broker Communication
  Achieve better coordination among brokers with clear visibility across all deals to enhance transparency.
• Gain Real-Time Insights
  Monitor portfolio performance in real-time with accessible data on units, active deals, and occupancy rates.