Covercy Reviews

Very easy to use and great customer service. Covercy makes it easy to manager all of our investments in one place.

Small inprovements to the email would be nice.

Managing all of our investor returns.

The support has been excellent. The response time for support was also very good

There was a learning curve that required support

Accurate and efficient way to manage our groups investment allocations

Very easy to managed assets, investor rosters, and distributions. I appreciate how much setup was handled for our team.

I have not yet found cons. I appreciate the ease of use and customer support team

Covercy is taking our 20+ spreadsheets and managing the rosters, distributions, bank accounts, and admin business information for our capital team

The details and insights given by tge software

None, more features could be added. The software features could be more enhanced

I used it for real estate investment opportunity insights

Platform is user friendly and a great and easy effiecient way to invite investors

the dropbox docusign feature could be a little more updated in my opinion but its not on them its a 3rd party.

Data entry has been a breeze they have helped tremendously

Ease of use. After you get the hang of it it makes life simple.

Waterfall and distribution calculations can be improved, although this might be different for every different fund and activity.

Communicating with investors and sharing data with them as well as ditributions and capital investments. .

The investor portal and the support staff.

Not having an app that can be downloaded onto a phone.

It is able to allow us to have an investor portal where our investors can see progress on their investments

Allows us to track investor participation and returns in an organized manner.

Capabilities are a bit lacking e.g. complex return breakdowns

Consolidating all aspects related to investor deal participation

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.

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.

We previously did not have a portal for our investors to access and it has been requested by many of our investors for some time. Covercy allows us to have a place for them that is user friendly. We feel like having a platform like this increases our credibility to our investors.

The merging of the investor portal with a banking function. Paying investor distributions via ACH is a breeze.

I still don't fully understand the various types of waterfall methodologies.

Investor communications and making distributions in a seemless fashion. Simple to use, yet powerful service.