CB Insights vs. Covercy One

It is great for investment teams looking for new opportunities. Good for inside sales teams looking for well-funded clients.

Incentivized

Your customer service is the best part about Covercy. I love having a contact person that is responsive and helpful. Even if Covercy doesn't have a feature that we would like or need, we are always given workarounds or suggestions on alternative solutions. Our suggestions for portal improvements are always considered and being worked on by the development team. Covercy is working on improving the customer and investor experience

Incentivized

• Transparency - lets me separate the hype from the reality.
• Real-time intelligence-packed reporting. The graphs and metrics they provide along with their perspectives allow anyone to apply their own understanding and reproduce a nearly identical perspective.
• Their daily e-newsletter is chock full of intelligence presented in such a fun and entertaining way, it makes you want to pay for it too!

Incentivized

• $3 Million in FDIC Insurance Account protection is unsurpassed and highly attractive to our project managers and investors.
• The Onboarding of over 100 investors was simple and efficient using a spreadsheet import.
• The Technical Staff was very helpful and supportive during our startup phase and handled project startup delays beautifully.
• Covercy was able to handle member payouts that involved compilcated and varied bonus structures and 15 different income generating assets with varied investor contributors and we had great support in figuring out how to handle the profit distributions.
• The Covercy Account Managers were highly professional and a pleasure to work with.

Incentivized

• Might only suggest more corporate events

Incentivized

• We need our investors to log in and see what offerings they are invested in.
• There is no way to add documents/photos in an organized manner.
• As a debt fund, we want to be able to showcase our offerings to our LP Portals.

Incentivized

Our experience has been excellent so far. The only hiccup that we have had happen was when we were testing our signed document and signature process and the document wasn't initially sending. We figured out why it wasn't sending and were able to correct that issue in a very timely manner.

Incentivized

Very responsive and eager to maintain client relationships.

Incentivized

Better Pricing & Better ROI !

Incentivized

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).

Incentivized

• Positive from the operational efficiency of getting this intelligence in a ‘breaking news’ format from this highly trusted resource.
• Positive From the extensive, highly detailed reporting they do on both the markets that matter to us today, and those that are shifting so quickly that we should have them on our radar too.

Incentivized

• 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.

Incentivized