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Covercy Reviews & Product Details

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ED

Ellison D.

Partner

Small-Business (50 or fewer emp.)

1/23/2025

"Great Product"

4.5/5

What do you like best about Covercy?

Very easy to use and great customer service. Covercy makes it easy to manager all of our investments in one place. Review collected by and hosted on G2.com.

What do you dislike about Covercy?

Small inprovements to the email would be nice. Review collected by and hosted on G2.com.

Covercy Product Details

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 is the first to launch artificial intelligence (AI) into its core product functions. 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.

Seller

Covercy

Discussions

Covercy Community

Languages Supported

English

Product Description

Covercy enables people, businesses and primarily investors to transact overseas quickly, seamlessly and affordably. Covercy is on a mission to automate the entire process of real estate investment syndications for sponsors (GPs) and their investors (LPs).

Overview by

Colin Rau

Pricing

Pricing provided by Covercy.

Free

3 real estate assets Every Three Years

Pro

$249.00

1 real estate assets Per Month

View More Pricing Information

Top-Rated Alternatives

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Covercy Media

Capital raising software can automate many tasks associated with fundraising, like tracking investments, managing investor relations, and even profit distribution with integrated banking. This automation saves time and reduces the likelihood of errors.

A whole new way to collect capital, distribute payments, and track assets right within your investment management platform.

Give your Limited Partners (LPs) easy access to their holdings, portfolio performance, secured documents & new deal opportunities with Covercy’s beautifully designed and intuitive investor portal software.

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EK

Eli K.

Deputy Director

Small-Business (50 or fewer emp.)

8/11/2025

"Sending money is just so easy and professionally :)"

5/5

What do you like best about Covercy?

Once you set up, Everything goes so smooth. Customer service is ASAP. Review collected by and hosted on G2.com.

What do you dislike about Covercy?

A little pricey... But worth every penny Review collected by and hosted on G2.com.

AB

Alex B.

Fund Manager

Small-Business (50 or fewer emp.)

7/2/2025

"Great Resource for Our RE Private Credit Fund"

5/5

What do you like best about Covercy?

What we like most about Covercy is the quick response rate from the Covercy team on any question we have! Review collected by and hosted on G2.com.

What do you dislike about Covercy?

We don't have any complaints about the Covercy portal yet. Review collected by and hosted on G2.com.

AW

Alexa W.

Vice President

Small-Business (50 or fewer emp.)

6/20/2024

"Great customer service"

5/5

What do you like best about Covercy?

We love that Covercy is a place to streamline all of our investment needs and we're super excited that our investors now have access to a portal. There is a bit of a learning curve when first using Covercy but their customer service has been wondeful and very responsive whenever we have questions. Review collected by and hosted on G2.com.

What do you dislike about Covercy?

It would be great to be able to upload documents and agreements in both the fundraising stage and the under management stage. We'd love for Covercy to update the feature of creating a template agreement without having to send it to the investor and be able to save it as a draft to come back to, if need be. We'd also like the ability to delete documents or agreements on our own. Review collected by and hosted on G2.com.

Response from Tara Lavelle of Covercy

edit

Thank you for your feedback! We're thrilled to hear that you are enjoying the streamlined investment process with Covercy and that our customer service has been helpful to you. We appreciate your suggestions for improvements, such as the ability to upload documents at different stages and create template agreements. Your input is valuable to us as we continue to enhance our platform. We will definitely take your suggestions into consideration for future updates. If you have any more ideas or need further assistance, please feel free to reach out to us. We are here to support you every step of the way. Thank you for choosing Covercy!

EG

Emily G.

Coordinator

Small-Business (50 or fewer emp.)

10/24/2024

"Helpful asset management system"

5/5

What do you like best about Covercy?

Very easy to managed assets, investor rosters, and distributions. I appreciate how much setup was handled for our team. Review collected by and hosted on G2.com.

What do you dislike about Covercy?

I have not yet found cons. I appreciate the ease of use and customer support team Review collected by and hosted on G2.com.

AC

Verified User in Commercial Real Estate

Small-Business (50 or fewer emp.)

6/19/2024

"Revolutionizing Investor Relations"

5/5

What do you like best about Covercy?

Covercy has significantly streamlined our investor relations process. Its user-friendly interface makes it incredibly easy to manage quarterly distributions, handle equity raises, and keep investors updated in real-time. The organizational tools are top-notch, helping us maintain clear and efficient communication. Covercy has truly simplified our workflow and improved our overall efficiency. Review collected by and hosted on G2.com.

What do you dislike about Covercy?

While Covercy offers excellent ease of use and organizational tools, there are a few downsides. The platform have occasional bugs can disrupt workflow. Despite any issues, the benefits often outweigh the drawbacks. Review collected by and hosted on G2.com.

What problems is Covercy solving and how is that benefiting you?

Covercy is solving several critical problems in investor relations. It allows investors to easily keep up with their investments through real-time updates and a transparent overview of their portfolios. Additionally, Covercy simplifies report distribution, ensuring that quarterly reports and other essential documents are promptly and efficiently delivered. This comprehensive approach not only enhances communication but also builds trust and confidence among our investors. Review collected by and hosted on G2.com.

Response from Tara Lavelle of Covercy

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Thank you for highlighting the problems that Covercy is solving for you. We strive to provide real-time updates, transparent portfolio overviews, and efficient report distribution to enhance communication and build trust with our users. We're glad to hear that these features are benefiting you and your investors.

MS

Mike S.

CFO

Mid-Market (51-1000 emp.)

6/13/2024

"Covercy helps us make Distribution Day a pleasure. Our investors are happy and so are we!"

5/5

What do you like best about Covercy?

Customer Service is #1. They listen, they respond. They know they can be better and work to be better every single day. Review collected by and hosted on G2.com.

What do you dislike about Covercy?

Covercy started as a money transfer company and there are some features which are still a work in progress. Review collected by and hosted on G2.com.

LM

Larry M.

Founder

Small-Business (50 or fewer emp.)

10/24/2024

"New and helpful"

4.5/5

What do you like best about Covercy?

The support has been excellent. The response time for support was also very good Review collected by and hosted on G2.com.

What do you dislike about Covercy?

There was a learning curve that required support Review collected by and hosted on G2.com.

NV

NIels V.

banking officer

Small-Business (50 or fewer emp.)

10/25/2024

"Easy to work with - clear overviews"

4/5

What do you like best about Covercy?

Clear overview - good payment module - easy to use Review collected by and hosted on G2.com.

What do you dislike about Covercy?

You can not retrieve directly the statements from the linked account Review collected by and hosted on G2.com.

AC

Verified User in Commercial Real Estate

Mid-Market (51-1000 emp.)

6/18/2024

"Great customer service."

5/5

What do you like best about Covercy?

The customer service is excellent. Shiri and Micky are always willing to help when something isn't working property, take suggestions to improve the LP and GP experience. Review collected by and hosted on G2.com.

What do you dislike about Covercy?

I don't dislike anything. Sometimes the site can be slow to load. We have occasional issues with the software but Micky and Shiri work hard to fix the issues quickly. Review collected by and hosted on G2.com.

Response from Tara Lavelle of Covercy

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We're thrilled to hear that you've had an excellent experience with our customer service team, especially with Shiri and Micky. We appreciate your feedback and are constantly working to improve the LP and GP experience. We apologize for any inconvenience caused by the occasional slow site loading and software issues, but rest assured that we are dedicated to resolving these issues promptly. Thank you for choosing Covercy!

ER

Eyal R.

Memebr

Small-Business (50 or fewer emp.)

6/25/2024

"Good service, makes life easier in managing communication and distributions of a fund"

5/5

What do you like best about Covercy?

Ease of use. After you get the hang of it it makes life simple. Review collected by and hosted on G2.com.

What do you dislike about Covercy?

Waterfall and distribution calculations can be improved, although this might be different for every different fund and activity. Review collected by and hosted on G2.com.

Response from Tara Lavelle of Covercy

edit

We're happy to hear that Covercy is helping you manage communication and distributions effectively. We will definitely take your feedback on the waterfall and distribution calculations into account as we continue to enhance our platform.