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Investment Management
FAQs and information about the Covercy GP platform for real estate investment managers
General
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?
- How do I add/edit Capital Commitments?
Distributions
Investor Management
- 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?
- How do I add Net Asset Value to a property/asset?
- How do I display price per share (PPU) on a real estate holding?
- How do I track accredited investors on the Covercy platform?
Wallet CRE Banking Services
- 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?
- How does Covercy set my deposit, payment, and card-spend limits?
- 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?
Accreditation
Integrations and Partnership
Accounting
- How to Sync Covercy Bank Transactions with Your Accounting System?
- How do I sync Covercy bank transactions with Rent Manager?
- How do I sync Covercy bank transactions with QuickBooks?
- How do I sync Covercy bank transactions with REI Hub?
- How do I sync Covercy bank transactions with NetSuite?
- Sync Your Distributions With Rent Manager