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The most real time insights

Be in the know whenever a big event happens and never miss an opportunity to provide value.  Make informed decisions quickly so you can pro-rata rights or support the companies that need it most.

The most reliable data

With Incued, you can stay ahead of the curve by having access to reliable data in real-time. You can be sure that information is the most reliable, up-to-date information available.

Across your entire portfolio

The larger your portfolio gets the harder it is to monitor each company's performance. Incued can support dozens or thousands of companies in and across multiple portfolios.

Real Time Financial Insights and Analytics
BETTER DATA

Real Time Financial
Insights and Analytics

Incued is the trusted source for real-time financial insights and analytics concerning private market assets. Our platform provides the most accurate and up-to-date intelligence in the industry, allowing you to make informed decisions quickly.

Automated Portfolio Monitoring
Feature

Downloadable P&L and Balance Sheets

Drill down into the details to understand performance metrics. Access raw .csv data or GAAP formatted .xls files.

Automated Portfolio Monitoring
Feature

Triggers & Alerts

Get a comprehensive view of each portfolio company's health with custom metrics and tailored to fit your criteria.

Real Time Financial Insights and Analytics
EXPORT

Instant Reporting

A typical report includes 2 graphs: Cash vs. Runway, and Revenue vs. Burn with a trailing 12 month readout. Your report also includes the following with percent change MoM: Working Capital, Absolute Liquidity, Runway, EBITDA, Net Revenue and Net Profit Margin.

Instant Reporting
Feature

Instant Reporting

Incued’s intuitive interface helps streamline operations such as comparing financial metrics and providing a single source of truth for portfolio information, reducing risk and allowing investors to make better decisions.

Don’t take our word for it, check it out yourself.

Get Beta Access

Incued partners with

Venture Capital
Venture Capital
Corporate Development
Debt Providers
Venture Cap Acceleratorsital
Accelerators
Family Offices
Family Offices
Private Equity
Private Equity

Frequently asked questions

See All FAQs
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What security protocols are in place?

Data security is very important to us. Incued follows the AWS Well Architected Framework for Security. All data is encrypted and we actively monitor for threats and access in our cloud and data environments. Incued has MFA and password protection features enabled for all user accounts. We have a Letter of Attestation from our SOC-II auditor available upon request.

Will my companies connect their accounting software after I invite them?

It is a very simple process to connect accounting software data to Incued, it takes less than 5 minutes. Our CX team is seasoned in helping you tailor the onboarding strategy and messaging so that founders are comfortable in the process.

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What if we don't have information rights?

It's common for follow-on investors to include a side letter requesting this right. We have a side letter template and a sample of an information rights clause should you need it. Financial information can also be shared voluntarily by the founder. For investors, it is a best practice to include information rights in your deals.

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What if my portfolio company doesn't have a formal accounting software?

While some companies are too early for accounting software, most that take on investment should use one to keep their books in order and set a strong financial foundation to their organization. We would be happy to recommend a software that is right for them and connect your portfolio company with our network of CPAs.

How do I know the data is accurate?

The data is pulled in directly from the accounting software used by portfolio company via an API.

Incued currently supports Quickbooks Online, Sage, Freshbooks, Xero, and Microsoft Dynamics 365.

Double check that the data is pulling in for the portfolio company successfully if there are no yellow or red bars flags on the portfolio company record in the Portfolio Overview dashboard. Contact support@incued.com

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Blog

Relevant Reading

For
Founders
Why Should I Share My Monthly Financials With My Investor?
Read on
For
Investors
3 Ways Incued Increases ROI
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For
Investors
6 Reasons To Automate Your Portfolio Reporting
Read on
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