Covercy One is an investment management and fund administration platform built for commercial real estate general partners (GPs), syndicators, and fund managers. It brings fundraising, investor relations, distributions, banking, and fund administration into one platform.
$498
per month per 2 assets
GTM Workspace Powered by ZoomInfo
Score8.2 out of 10
N/A
ZoomInfo Sales is a modern go-to-market platform for B2B companies. ZoomInfo Sales helps find buyers based on an Ideal Customer Profiles (ICP), advanced company attributes, and accurate contact information in B2B. It is used to identify the next customer using data-driven insights and buying signals that reveal companies that are ready to buy.
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
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A scenario wherein ZoomInfo Sales is well-suited, as I said, is good for giving you the details, the intent, and scope for a specific person working at a very specific company, and also the initiatives that are currently going on in the organization. When it comes to updating a contact's email and phone number, it does so very accurately. Apart from that, the call script feature generates a call script immediately after the call connects, in three to four seconds. Then there is a customer mapping filter where you can find similar customers to your existing ICPs. And then when it comes to maybe the things or scenarios that are less appropriate, it's again the Chrome extension part. Also, on the onboarding part, we have experienced that the onboarding did not go that smoothly. The email generation part that ZoomInfo claims is quite good. For us, the result that came out was all four to five of our emails, the email template that we had made in ZoomInfo. So all these four to five emails had the same body, the same subject line, just we can say 98% of the email were same, just 2% change in them. And there is no scope for automation. You have to process each and everything manually, even today in ZoomInfo.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
$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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Zoominfo provides us scoops regarding any new upcoming project or pain points (difficulties) facing by certain companies which helps a lot in our business to contact such companies.
Zoominfo gives us the exaction info such as email address, Direct or Cell phone number of particular contact which we want and we don't get anywhere except zoominfo
Zoominfo has huge database. Intent is one of the favorite section where we get the exact info about the companies/industries which we want
Zoominfo Connects with Hubspot which is another benefit for us to add any specific contact directly to our HubSpot app.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
For initial users, the system can be a little overwhelming. A ZoomInfor SalesOS Basics guide could be beneficial to keep new users from feeling lost amongst all the options.
Clearer instructions on how to set targeted search parameters for inbound information would be beneficial.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I'm not the contact. But I see it is where things are moving and if you don't have the information ZoomInfo gathers and continues to be more honed in on our customer or prospective customers, we will lose any advantages we once had and will be left behind.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The sidebar is seamless, and it's easy to navigate, unlike other tools. I like that the advanced search isn't too complicated, either. Sometimes, I wonder if I'm not using the tool to its full capability, but it's great for a combination strategy of sales navigation and Zoom.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
There would have nice while providing a great platform to use, to have an in person class to show how it would best serve us and to navigate. Nothing was provided to myself outside of having a sign on and the preloaded steps to get through basic processes
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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).
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
There’s a few not listed. All in all, ZoomInfo Sales is an essential tool if you’re hunting hard and often. The AI functionality is superior to anything else I’ve used. However, if you’re a come and go, now and then prospector you can get by with other search engines that are “static” or seeming to be lacking in current data. LI Sales Nav is great, but you’re not going to get ahold of normal mid level people on there, and contact details are protected. The biggest competitive benefit here is you get everything you could possibly want to know, I’m not aware of any other product that can hang.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
