[...] Review
April 23, 2025
[...] Review
Score 8 out of 10
Vetted Review
Verified User
Overall Satisfaction with Covercy
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.
Pros
- Customer Support
- Visualization - the interface is organized
- Ease of use for both manager and investor
Cons
- Should not include any names unless its a personal investor, entities!
- Allow more personalization in emails
- Bank account section is slow
- Distributions
- Reports
- Customer Service
- Ease of use - distributions used to be done manually
- Reporting - reports used to be made and sent manually
- Communication - emailing
- K-1's have been an amazing feature
We don't use the payment method via Covercy. The all in one place for investors is where we have gotten the most out of Covercy
Juniper Square is the No. 1 option for institutional developers and investors. Since we don't have hundreds of millions of dollars in AUM, we chose Covercy since it was largely the same and more affordable.
Do you think Covercy delivers good value for the price?
Yes
Are you happy with Covercy's feature set?
Yes
Did Covercy live up to sales and marketing promises?
Yes
Did implementation of Covercy go as expected?
Yes
Would you buy Covercy again?
Yes
Comments
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