---
title: Investment Management | Help Center
description: FAQs and information about the Covercy GP platform for real estate investment managers
---

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1. [Help Center](https://help.covercy.com/)
2. [Investment Management](https://help.covercy.com/investment-management)

# Investment Management

 FAQs and information about the Covercy GP platform for real estate investment managers

- [Documents Module](https://help.covercy.com/documents-module)

## General

- [How do I manage users and permissions within the Covercy GP Platform?](https://help.covercy.com/how-do-i-manage-users-and-permissions-within-covercy-gp)
- [How do I upload and share K-1 documents with my investors (LPs)?](https://help.covercy.com/how-do-i-upload-and-share-k-1-documents-with-my-investors-lps)
- [How do I upload documents in the Covercy GP Investment Management Platform?](https://help.covercy.com/how-do-i-upload-documents-in-the-covercy-gp-investment-management-platform)

## Capital Raising

- [How do I fundraise with Capital Calls on Covercy GP?](https://help.covercy.com/fundraising-with-capital-calls-on-covercy-gp)
- [How do I start fundraising for a new asset on the Covercy GP Platform?](https://help.covercy.com/how-to-start-fundraising-for-a-new-asset)
- [How do I manage my investor pipeline on the Covercy GP Platform?](https://help.covercy.com/fundraising-event)
- [How do I create Assets/Funds (Without fundraising) on the Covercy GP Platform?](https://help.covercy.com/how-to-create-assets-funds-without-fundraising)
- [How do I use the HelloSign feature within the Covercy GP Platform during Capital raising?](https://help.covercy.com/how-do-i-use-the-hellosign-feature-within-the-covercy-gp-platform-during-capital-raising)
- [How do I add/edit Capital Commitments?](https://help.covercy.com/how-do-i-add/edit-capital-commitments)

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## Distributions

- [How do I import Distributions into the Covercy GP Platform?](https://help.covercy.com/how-to-import-distributions)
- [How do I create a waterfall distribution?](https://help.covercy.com/how-do-i-create-a-waterfall-distribution)

## Investor Management

- [How do I view the Investor Portal as one of my investors?](https://help.covercy.com/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?](https://help.covercy.com/how-to-import-contributions)
- [How do I import contacts and investing entities?](https://help.covercy.com/how-to-import-contacts-and-investing-entities)
- [How do I edit a real estate syndication asset in Covercy GP Platform?](https://help.covercy.com/how-to-edit-asset)
- [How do I generate leads (new LP investors) through my website?](https://help.covercy.com/how-do-i-generate-leads-new-lp-investors-through-my-website)
- [How do I generate and publish reports on the Covercy GP Platform?](https://help.covercy.com/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?](https://help.covercy.com/how-do-i)
- [How do I add Net Asset Value to a property/asset?](https://help.covercy.com/how-do-i-add-net-asset-value-to-a-property/asset)
- [How do I display price per share (PPU) on a real estate holding?](https://help.covercy.com/how-do-i-display-price-per-share-ppu-on-a-real-estate-holding)
- [How do I track accredited investors on the Covercy platform?](https://help.covercy.com/how-do-i-track-accredited-investors-on-the-covercy-platform)

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## Wallet CRE Banking Services

- [How do I open a CRE Bank account and add it to a property/asset in the Covercy GP platform?](https://help.covercy.com/how-do-i-add-a-cre-bank-account-to-a-property/asset)
- [Why is Social Security Number (SSN) required when opening a US bank account?](https://help.covercy.com/why-is-social-security-number-ssn-or-equivalent-required)
- [How do I import the bank accounts of your LPs on the Covercy GP Platform?](https://help.covercy.com/how-to-import-lp-bank-accounts)
- [How do I pay vendors from my asset bank accounts on the Covercy GP platform?](https://help.covercy.com/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?](https://help.covercy.com/how-do-i-connect-an-external-bank-account-to-my-covercy-wallet)
- [How does Covercy set my deposit, payment, and card-spend limits?](https://help.covercy.com/what-deposit-payment-and-card-issuance-limits-apply-to-my-covercy-banking-account-and-how-are-they-determined)
- [How do I qualify for the highest APY on accounts in the Covercy Wallet?](https://help.covercy.com/how-do-i-get-the-most-apy-on-checking-accounts)
- [How is the interest rate calculated for CRE Bank accounts in the Covercy Wallet?](https://help.covercy.com/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?](https://help.covercy.com/how-do-i-add-a-debit-card-to-my-asset)

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## Accreditation

- [How do I verify an investor through accreditation?](https://help.covercy.com/how-do-i-verify-an-investor-through-accreditation)

## Integrations and Partnership

- [How to connect Your Rent Manager Account to Covercy?](https://help.covercy.com/how-to-connect-your-rent-manager-account-to-covercy)
- [How do I integrate reports from Rent Manager into Covercy?](https://help.covercy.com/how-do-i-integrate-reports-from-rent-manager-into-covercy)

## Accounting

- [How to Sync Covercy Bank Transactions with Your Accounting System?](https://help.covercy.com/how-to-sync-covercy-bank-transactions-with-your-accounting-system)
- [How do I sync Covercy bank transactions with Rent Manager?](https://help.covercy.com/how-do-i-sync-covercy-bank-transactions-with-rent-manager)
- [How do I sync Covercy bank transactions with QuickBooks?](https://help.covercy.com/how-do-i-sync-covercy-bank-transactions-with-quickbooks)
- [How do I sync Covercy bank transactions with REI Hub?](https://help.covercy.com/how-do-i-sync-covercy-bank-transactions-with-reihub)
- [How do I sync Covercy bank transactions with NetSuite?](https://help.covercy.com/how-do-i-sync-covercy-bank-transactions-with-netsuite)
- [Sync Your Distributions With Rent Manager](https://help.covercy.com/sync-distributions-with-rent-manager)

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- [General FAQs](https://help.covercy.com/general-faqs)
- [Cross Border Transfer](https://help.covercy.com/cross-border-transfer)
- [Pricing & Fees](https://help.covercy.com/pricing-fees#main-content)

    - [Investment Management](https://help.covercy.com/pricing-fees#investment-management)
    - [Cross Border Money Transfer](https://help.covercy.com/pricing-fees#cross-border-money-transfer)
- [Investment Management](https://help.covercy.com/investment-management#main-content)

    - [General](https://help.covercy.com/investment-management#general)
    - [Capital Raising](https://help.covercy.com/investment-management#capital-raising)
    - [Distributions](https://help.covercy.com/investment-management#distributions)
    - [Investor Management](https://help.covercy.com/investment-management#investor-management)
    - [Wallet CRE Banking Services](https://help.covercy.com/investment-management#wallet-cre-banking-services)
    - [Accreditation](https://help.covercy.com/investment-management#accreditation)
    - [Integrations and Partnership](https://help.covercy.com/investment-management#integrations-and-partnership)
    - [Accounting](https://help.covercy.com/investment-management#accounting)
- [Investor Portal](https://help.covercy.com/investor-portal)

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