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Help Center
Investment Management
General FAQs
Cross Border Transfer
Pricing & Fees
Investment Management
Cross Border Money Transfer
Investment Management
General
Capital Raising
Distributions
Investor Management
Wallet CRE Banking Services
Accreditation
Investor Portal
Investment Management
FAQs and information about the Covercy GP platform for real estate investment managers
Documents Module
General
How do I upload documents in the Covercy GP Investment Management Platform?
How do I manage users and permissions within the Covercy GP Platform?
How do I upload and share K-1 documents with my investors (LPs)?
Capital Raising
How do I fundraise with Capital Calls on Covercy GP?
How do I start fundraising for a new asset on the Covercy GP Platform?
How do I manage my investor pipeline on the Covercy GP Platform?
How do I create Assets/Funds (Without fundraising) on the Covercy GP Platform?
How do I use the HelloSign feature within the Covercy GP Platform during Capital raising?
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Distributions
How do I import Distributions into the Covercy GP Platform?
How do I create a waterfall distribution?
Investor Management
How do I track accredited investors on the Covercy platform?
How do I view the Investor Portal as one of my investors?
How do I import real estate syndication contributions on the Covercy GP Platform?
How do I import contacts and investing entities?
How do I edit a real estate syndication asset in Covercy GP Platform?
How do I generate leads (new LP investors) through my website?
How do I generate and publish reports on the Covercy GP Platform?
How do I change an asset's status from draft to under management on the Covercy GP Platform?
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Wallet CRE Banking Services
How do I qualify for the highest APY on accounts in the Covercy Wallet?
How is the interest rate calculated for CRE Bank accounts in the Covercy Wallet?
How do I add a debit card to my asset/property?
How do I open a CRE Bank account and add it to a property/asset in the Covercy GP platform?
Why is Social Security Number (SSN) required when opening a US bank account?
How do I import the bank accounts of your LPs on the Covercy GP Platform?
How do I pay vendors from my asset bank accounts on the Covercy GP platform?
How do I connect an external bank account to my Covercy Wallet?
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Accreditation
How do I verify an investor through accreditation?
