Covercy Reviews & Product Details

The Covercy platform has seamlessly integrated into our daily operations. Its user-friendly design and straightforward interface have made it easy for our investors to navigate. So far, the greatest advantage of using Covercy has been the outstanding support from our account manager, Shiri. She has addressed numerous questions, significantly improving our overall experience with the platform. Review collected by and hosted on G2.com.

The only drawback I’ve noticed is the lack of an easily accessible FAQ or help section. However, reaching out to our account manager for assistance has been straightforward, and we usually get a response within an hour. Review collected by and hosted on G2.com.

Once you set up, Everything goes so smooth. Customer service is ASAP. Review collected by and hosted on G2.com.

A little pricey... But worth every penny Review collected by and hosted on G2.com.

What we like most about Covercy is the quick response rate from the Covercy team on any question we have! Review collected by and hosted on G2.com.

We don't have any complaints about the Covercy portal yet. Review collected by and hosted on G2.com.

We love that Covercy is a place to streamline all of our investment needs and we're super excited that our investors now have access to a portal. There is a bit of a learning curve when first using Covercy but their customer service has been wondeful and very responsive whenever we have questions. Review collected by and hosted on G2.com.

It would be great to be able to upload documents and agreements in both the fundraising stage and the under management stage. We'd love for Covercy to update the feature of creating a template agreement without having to send it to the investor and be able to save it as a draft to come back to, if need be. We'd also like the ability to delete documents or agreements on our own. Review collected by and hosted on G2.com.

Very easy to use and great customer service. Covercy makes it easy to manager all of our investments in one place. Review collected by and hosted on G2.com.

Small inprovements to the email would be nice. Review collected by and hosted on G2.com.

Very easy to managed assets, investor rosters, and distributions. I appreciate how much setup was handled for our team. Review collected by and hosted on G2.com.

I have not yet found cons. I appreciate the ease of use and customer support team Review collected by and hosted on G2.com.

Covercy has significantly streamlined our investor relations process. Its user-friendly interface makes it incredibly easy to manage quarterly distributions, handle equity raises, and keep investors updated in real-time. The organizational tools are top-notch, helping us maintain clear and efficient communication. Covercy has truly simplified our workflow and improved our overall efficiency. Review collected by and hosted on G2.com.

While Covercy offers excellent ease of use and organizational tools, there are a few downsides. The platform have occasional bugs can disrupt workflow. Despite any issues, the benefits often outweigh the drawbacks. Review collected by and hosted on G2.com.

Customer Service is #1. They listen, they respond. They know they can be better and work to be better every single day. Review collected by and hosted on G2.com.

Covercy started as a money transfer company and there are some features which are still a work in progress. Review collected by and hosted on G2.com.

The support has been excellent. The response time for support was also very good Review collected by and hosted on G2.com.

There was a learning curve that required support Review collected by and hosted on G2.com.

Clear overview - good payment module - easy to use Review collected by and hosted on G2.com.

You can not retrieve directly the statements from the linked account Review collected by and hosted on G2.com.