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4.6 out of 5 stars
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Covercy Reviews & Product Details - Page 3

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Covercy Overview

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What is Covercy?

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.

Covercy Details
Product Website
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Covercy Community
Languages Supported
English
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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).

How do you position yourself against your competitors?

Covercy is the first real estate syndication platform where banking meets investment management. Covercy is the first to offer artificial intelligence (AI) on its Platform. 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.

Seller Details
Seller
Covercy
Company Website
Year Founded
2015
HQ Location
New York, US
Twitter
@CovercyLtd
474 Twitter followers
LinkedIn® Page
www.linkedin.com
37 employees on LinkedIn®
Description

Covercy is the first real estate syndication platform 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.Covercy is backed by Silvertech Ventures, Group 11 and Altair VC. The company has offices in New York, London and Tel Aviv.Covercy is a financial technology company. Payment & banking services provided by our regulated partners.

Colin R.
CR
Overview Provided by:
Colin Rau

Recent Covercy Reviews

Ellison D.
ED
Ellison D.Small-Business (50 or fewer emp.)
4.5 out of 5
"Great Product"
Very easy to use and great customer service. Covercy makes it easy to manager all of our investments in one place.
Read more
NV
NIels V.Small-Business (50 or fewer emp.)
4.0 out of 5
"Easy to work with - clear overviews"
Clear overview - good payment module - easy to use
Read more
Larry M.
LM
Larry M.Small-Business (50 or fewer emp.)
4.5 out of 5
"New and helpful"
The support has been excellent. The response time for support was also very good
Read more

Covercy Pricing

Free
Free
3 real estate assets Every Three Years
Pro
$249.00
1 real estate assets Per Month
Standard
$174.00
1 real estate assets Per Month
See all 3 Covercy pricing levels
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Covercy Media

Covercy Demo - Fundraising
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.
Covercy Demo - CRE Banking
A whole new way to collect capital, distribute payments, and track assets right within your investment management platform.
Covercy Demo - Investor Portal
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.
embedded finance for real estate investment management firms
Play Covercy Video
embedded finance for real estate investment management firms
Play Covercy Video
Covercy...where banking meets investment management.
Play Covercy Video
Covercy...where banking meets investment management.
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26 Covercy Reviews

4.6 out of 5
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26 Covercy Reviews
4.6 out of 5
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4.6 out of 5
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Covercy Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for CovercyQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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Gul S.
GS
Assistant Team Leader
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
Guest users or non-business users of the software, not included in G2 scores.
What do you like best about Covercy?

Digitally Capturing your target market via covervy very fruitful Review collected by and hosted on G2.com.

What do you dislike about Covercy?

Not found any negative thing may be later on & update Review collected by and hosted on G2.com.

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

Digitally managed virtual account Review collected by and hosted on G2.com.

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Helpful?
Share
Admin Approval Link
Mohamed H.
MH
Retail Design & Delivery Manager.
Mid-Market(51-1000 emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
Guest users or non-business users of the software, not included in G2 scores.
What do you like best about Covercy?

It's esay accessibility and the cover page design. Review collected by and hosted on G2.com.

What do you dislike about Covercy?

Sometimes it takes time to review the page. Review collected by and hosted on G2.com.

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

The real estate investement. Review collected by and hosted on G2.com.

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Helpful?
Share
Admin Approval Link
Verified User in Real Estate
ER
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Covercy?

Allows us to track investor participation and returns in an organized manner. Review collected by and hosted on G2.com.

What do you dislike about Covercy?

Capabilities are a bit lacking e.g. complex return breakdowns Review collected by and hosted on G2.com.

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

Consolidating all aspects related to investor deal participation Review collected by and hosted on G2.com.

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Response from Tara Lavelle of Covercy
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It's great to hear that Covercy is helping you consolidate all aspects related to investor deal participation. We value your feedback about the capabilities and return breakdowns. We have a customizable waterfall distribution model that many of our customers find to solve complex return breakdowns. Our account managers would be happy to build it for you.

Helpful?
Share
Admin Approval Link
Verified User in Real Estate
GR
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
Guest users or non-business users of the software, not included in G2 scores.
What do you like best about Covercy?

The details and insights given by tge software Review collected by and hosted on G2.com.

What do you dislike about Covercy?

None, more features could be added. The software features could be more enhanced Review collected by and hosted on G2.com.

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

I used it for real estate investment opportunity insights Review collected by and hosted on G2.com.

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Response from Tara Lavelle of Covercy
Editedit

Thank you for your positive review! We're pleased to hear that you are benefiting from the insights provided by our software. We'll take your suggestion for more enhanced features into consideration for future updates.

Helpful?
Share
Admin Approval Link
Michael K.
MK
CEO
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Covercy?

Solution seeker...solves bugs on the fly, super helpful/supportive team! Review collected by and hosted on G2.com.

What do you dislike about Covercy?

Still lacking on-call accesibility to cash-holding statements.... Review collected by and hosted on G2.com.

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

Flow and tracking of funds Review collected by and hosted on G2.com.

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Response from Tara Lavelle of Covercy
Editedit

We're happy to hear that you found our team helpful and supportive! We'll take your feedback about the on-call accessibility to cash-holding statements into consideration for future enhancements. It's great to know that Covercy is contributing to the smooth flow and tracking of your funds. Thank you for sharing your experience!

Helpful?
Share
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Johnny V.
JV
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Covercy?

Great for investor communication and management. Review collected by and hosted on G2.com.

What do you dislike about Covercy?

The software is very well designed for investor management and distributions. I can't of any reasons to dislike Covercy. Review collected by and hosted on G2.com.

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

Investor communication and management Review collected by and hosted on G2.com.

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Response from Tara Lavelle of Covercy
Editedit

Thank you for your kind words! We're glad to hear that you find our software well-designed for investor management and distributions.

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Admin Approval Link

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