TrustRadius

BD Corporate vs. Covercy

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
BD Corporate
Score 8.3 out of 10
N/A
BD Corporate is a CRM that helps prospect for new investors, prepare for roadshows, track current investors and their holdings, manage an IR schedule and report on the success of investor outreach efforts. It was developed by IHS Markit, which is now a part of S&P Global since the February 2022 acquisition.N/A
Covercy
Score 8.6 out of 10
N/A
Covercy is a Banking-Embedded Investment Management Platform built for commercial real estate investment firms. It offers automated distribution & capital call payment processing, an Investor Portal, and APY yielding checking accounts.
$238
per month
Pricing
BD CorporateCovercy
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
BD CorporateCovercy
Free Trial
NoYes
Free/Freemium Version
NoYes
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details——
More Pricing Information
Community Pulse
BD CorporateCovercy
Top Pros

No answers on this topic

Top Cons

No answers on this topic

Best Alternatives
BD CorporateCovercy
Small Businesses
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Medium-sized Companies
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Score 8.7 out of 10
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Enterprises
S&P Capital IQ
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Score 7.8 out of 10
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Score 7.8 out of 10
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User Ratings
BD CorporateCovercy
Likelihood to Recommend
8.0
(1 ratings)
8.6
(13 ratings)
Availability
-
(0 ratings)
8.3
(10 ratings)
User Testimonials
BD CorporateCovercy
Likelihood to Recommend
S&P Global Inc.
It is well suited to get a snapshot of your current investor ownership and the ownership changes that are currently happening in your stock. It is also good as a platform in which you can update all your meetings and engagement and then search for the information in a very easy way.
Verified User
Anonymous
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Covercy
I believe that any small to medium size real investment firm could benefit from using Covercy as it reduces headcount and helps to streamline lots of back-office tasks. Probably for big firms those functions are fully staffed so they can do that in-house.
AG
Alon Gorbonos
Managing Partner
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Pros
S&P Global Inc.
  • Investor ownership.
  • CRM system for inputting meetings and engagement.
  • Targeting consulting.
Verified User
Anonymous
Read full review
Covercy
  • Distributions to clients are easy and straightforward
  • Customer service is quick to respond
  • Updating and adding new assets is very easy
SS
Sadie Swisher
Operations Manager
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Cons
S&P Global Inc.
  • Interface - the current dashboard is very "old" looking and could see improvement.
  • Ease of use - the email distribution could be easier to navigate.
  • Updating of investor contacts - the database is sometimes stale.
Verified User
Anonymous
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Covercy
  • Covercy could benefit from enhanced report and dashboard customization options to better cater to the specific analytical needs of different organizations.
Verified User
Anonymous
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Reliability and Availability
S&P Global Inc.
No answers on this topic
Covercy
I rarely have any downtime with Covercy. When there are any issues, I can email support and they usually get back to me within a day.
Verified User
Anonymous
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Alternatives Considered
S&P Global Inc.
FactSet also provides you with investor ownership but does not provide a CRM platform for engagement input.
Verified User
Anonymous
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Covercy
I believe that Covercy is the only solution that is currently allowing Real Estate firms to distribute funds to their investors directly through the platform. Also, both other solutions are pretty expensive compared to the reasonable pricing that Covercy has in place (function of a number of properties rather than AuM or other methods).
AG
Alon Gorbonos
Managing Partner
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Return on Investment
S&P Global Inc.
  • Able to improve the overall investor ownership in our stock.
  • Track the conference and meeting engagement to create a strategic outbound plan.
Verified User
Anonymous
Read full review
Covercy
  • The ROI I can provide is for time management. It saves us at least 2 days' worth of work each quarter on capital distributions alone, and at least 30 minutes on each report distribution. Not to mention the amount of time it saves us on fielding client questions regarding their capital because they can just log in and see everything on their portal.
SS
Sadie Swisher
Operations Manager
Read full review
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