Audience
CRE investment management solution for companies
About Covercy
Welcome to Covercy... where banking meets investment management.
Save time with our automated distribution & capital call payment processing, gain your LPs’ trust with our intuitive Investor Portal, and generate interest from capital funds held in your Covercy Wallet – all in one platform.
Your investors can access their account to view portfolio info, transactions, documents & reports. Call capital in your investment currency. Investors fund them in their select currency. Slash the risk of phishing and wire-fraud with our secure platform and payments. View the positions of your investors in all assets & funds. Slice and dice as you wish. Complete all distribution payments in a click. We’ll auto debit your account. Our partner banks or payment partners will open accounts under your fund/asset names to automate processing of capital calls & distributions. Our strict anti-money-laundering tests & policies help you stay compliant. Share documents like K1s, agreements & financial stats
Other Popular Alternatives & Related Software
Caruso
Caruso is an AI-native cloud fund administration and investor management platform built for private market fund managers to centralize, automate, and modernize core operational workflows across the fund lifecycle. It supports investor onboarding and digital subscriptions, enabling managers to capture AML/KYC information, subscription documents, and accredited investor status in a secure, streamlined process. It includes an integrated investor registry and CRM to maintain investor data, track commitments, manage capital accounts, and run personalized communications, while capital raising tools help funds present offerings, manage pipeline activity, and keep investor engagement in one place. Caruso also provides real-time reporting and dashboards to monitor fund performance, allocations, commitments, capital calls, and distributions, reducing the need for manual spreadsheets and disparate systems.
Learn more
Outfund
We provide the capital you need, when you need it. No dilution, no personal guarantees, no interest rates. It's funding, made fairer. Simply connect your digital payment providers with Outfund, and we will generate bespoke funding offers based on your revenue data within 48 hours. Invest in growth, and repay as you make sales. Funding offers are based on your average monthly revenue. Get a quick indication of your eligibility with our easy-to-use calculator. Outfund securely connects to your existing banking, payment processing, and accounting platforms. Using predictive models, we assess key metrics from your revenue, advertising performance and other third-party data to create bespoke funding offers. Our funding is based on your performance. We don't take any equity, meaning we don't dilute you or your investors. Instead, funding is repaid through a simple revenue share.
Learn more
FundPanel
Created by Aduro Advisors, one of the leading firms in Venture Capital fund administration, FundPanel enables your back office to quickly and efficiently handle the details of your most important investor communications. Trusted by dozens of the largest funds in the US and around the world, FundPanel is a reliable resource that streamlines the process of error-free reporting. You and your investors can easily view funds, capital commitments, capital calls, distributions, and capital accounts in clear dashboard views. FundPanel's user-friendly interface allows both fund managers and investors to easily view funds, capital commitments, and capital accounts through clear dashboard views. Additionally, it supports secure document sharing and provides real-time performance metrics, enhancing transparency and operational efficiency. The platform offers customizable reporting templates based on industry best practices, ensuring error-free reporting to limited partners.
Learn more
Clariteer
Clariteer is a modern portfolio-reporting platform for individual investors and small family offices investing directly in private equity and venture funds.
Instead of manually extracting data from quarterly reports, capital account statements, notices and emails, Clariteer uses AI to read, structure and centralize information automatically. Investors get a unified dashboard showing commitments, paid-in capital, NAV, calls, distributions, and performance metrics like TVPI, DPI and IRR across funds, currencies and geographies.
Clariteer also provides cash-flow modelling to forecast future calls and distributions. The platform offers clean visualizations, cash timelines, portfolio overviews and downloadable reports. It eliminates spreadsheets and scattered documents, giving investors clarity, consistency and control over their private markets portfolio.
Designed for founders-turned-investors, angels and small family offices who want professional-grade reporting.
Learn more
Pricing
Starting Price:
$100 per month
Integrations
No integrations listed.
Company Information
Covercy
Founded: 2015
United Kingdom
www.covercy.com
Videos and Screen Captures
Other Useful Business Software
Managed MySQL, PostgreSQL, and SQL Databases on Google Cloud
Cloud SQL is a fully managed relational database for MySQL, PostgreSQL, and SQL Server. We handle patching, backups, replication, encryption, and failover—so you can focus on your app. Migrate from on-prem or other clouds with free Database Migration Service. IDC found customers achieved 246% ROI. New customers get $300 in credits plus a 30-day free trial.
Product Details
Platforms Supported
Cloud
Support
Phone Support
Online
Covercy Product Features
Banking
Compliance Tracking
Corporate Banking
Transaction Monitoring
ATM Management
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Payment Processing
Bitcoin Compatible
Mobile Payments
Online Payments
ACH Check Transactions
Debit Card Support
Gift Card Management
POS Transactions
Receipt Printing
Recurring Billing
Signature Capture