Covercy

We use Covercy as our main platform for investor relations. It allows us to keep investors updated with quarterly reports, manage distributions efficiently, and share new investment opportunities in a clear and professional way. Before Covercy, our communication and reporting were done through email, which made things harder to track and less consistent. Now, everything is centralized—investors can log in to see updates, access documents, and stay informed throughout the lifecycle of their investment. It's helped us improve transparency, build trust, and scale our investor communications more effectively.

Agora Investment Management and Juniper Square

Mercury Recruitment Software

We utilize Covercy as our Investor portal for our investors. We send out updates from Covercy which include paying out dividends and preferred returns. We chose Covercy because of its ease of use on our end in addition to the information that is readily available to the investor which makes it super user friendly.

Covercy is the Payment Portal for my Investment group in an Alaskan Mining Project. I have over 100 individual Investors spread out through 7 different LLC Groups and 0ver 20 Trusts. Covercy is extremely flexible and accommodates the needs of our diverse group of both large and small investors. The mining project includes up to 15 dredges each with different investor contributions and Covercy handles this mix beautiful. It is as if there are 15 different investment products under one umbrella project.

Covercy solves the problem of moving large amounts of money through their partnership with Thread Bank, which aggregates FDIC protection from $250,000 to $3 Million in Deposit Guarantees by seamlessly distributing profits received in 12 different partner banks. The Covercy team made the investor onboarding process simple and efficient with their competent account managers and technical staff.

Investment partners have their own individual payment portals that takes the burden of distributing the funds from the project managers to an automated distribution system.

We checked out the competition of similar group investment payment portals and found Covercy to be head and shoulders above the competition.

GroundBreaker and Quickbooks Payments & Banking

Investor relations. This allows ease of quarterly distributions and sale proceeds to investors. Allows investors to have a one-stop shop on all of their investing entities with us. It also allows them to access the investor reports for the entirety of their time as an investor in the entity. We have gotten multiple positive reviews from investors.

Juniper Square

QuickBooks Online

With Covercy, I raise capital and track real estate asset performance. Then, I use it to communicate with my investors and distribute capital.

AppFolio Investment Manager, RealPage Investment Management and InvestNext

Apartments.com