Covercy

About

Covercy is the first banking-embedded investment management platform designed specifically for the CRE (Commercial Real Estate) space. This platform is at the intersection of investment management and financial services. Covercy helps CRE investment firms with HNW (High Net Worth) investors. The Covercy SaaS platform manages real estate investment assets from fundraising to distribution of payments so the investment management firm can do what they love: get their next deal. The Covercy secure platform is an all-in-one software tool that streamlines investment management operations, automates fund distribution and empowers HNW and family office investors through a high-end investor portal. Covercy combines mission critical financial services with investor administration. Managing payments can be a hassle for real estate GPs (General Partners). The Covercy Platform automates every step of the distribution process: Calculates the distribution amount Executes the payment (moves money securely) Auto-notifies the investors Auto-reconciles the distribution Becomes a system of record Covercy was founded as a foreign currency exchange business in 2015. The majority of the transactions were for commercial real estate. Upon further investigation, there was a gap in the marketplace for investment management with embedded financial services. The Investment Management platform with full-functional investor portal was born.