Covercy
April 23, 2025

Covercy

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Covercy

Investor portal that facilitates reporting and document sharing and retention with investors.
It also enables tracking and execution of distributions and capital calls.

Pros

  • Tracking capital accounts for different investments
  • Contributions and distributions. Waterfall calcs
  • investor reporting

Cons

  • automation of waterfall calculation. Now mainly manual
  • enable international payments to vendors
  • reporting
  • information security and document retention
  • capital account management
  • Automated distributions and capital calls. Investors can easily check their accounts and history
  • investor communications. it is much more professional and gives the investors peace of mind that their info is safe and communications can be tracked.
This has been addressed in the previous questions.
[...] is probably the number one feature. Always a call away with immediate attention. Even if other departments are needed she will get them online quickly and always find a resolution. [...] too has been great to work with and the level of professionalism is impressive. Mainly in understanding the waterfall for distributions.
2 other platforms. I would say that it is the personal care, [...] and [...] and attention that tips it to Covercy.

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

The product is user friendly and serves its purpose. [...] is dedicated to address any issues immediately and professionally, she is really what makes he product stand out

Comments

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