Get monthly data on your portfolio companies directly from their trusted accounting software. Start inviting your portfolio today and never request their financials again.
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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.
Drill down into the details to understand performance metrics. Access raw .csv data or GAAP formatted .xls files.
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.
Invite your entire portfolio with one email. Each company signs up in less than 5 minutes and reports get sent automatically from then on.
Incued aggregates and normalizes financial data from every portfolio company in real-time. We connect directly with the portfolio company's accounting software via API.
Collecting and organizing data is one of the most time-consuming and tedious tasks for investors. Whether its an Associate or a Manager, dozens of hours are saved every month.
Unlock your productivity today by using our revolutionary tool and create LP reports instantly. Investors can now quickly and securely access important financial information from portfolio companies with the simple click of a button!
This tool standardizes and streamlines report building and formatting, making it much easier aggregate, build, and share - conveniently all in one place.
The power of Incued lies in its ability to easily access key data. Our private market automation (PMA) software allows investors to make data-driven decisions that increase shareholder value. With everything in one place, there's no room for guesswork.
Login to Incued at any time and see the latest numbers from your company’s accounting statements.
Report and forecast confidently based on accurate, verifiable, and reliable data.
Confidently compare statistics and data between companies so you are reporting and benchmarking accurately.
You get the most common measurements like cash-on-hand, runway, and revenues as well as the niche ones meant for data scientists. See all our metrics here: https://www.incued.com/metrics
Save time each month or quarter with our automated financial updates, sent to your inbox. Never request an update again.
Drill down to the P&L statements and Balance Sheets to understand the reason behind peaks and valleys.
Incued can host many portfolio companies on our platform. You can invite multiple portfolio companies at once, using our bulk invite. Pricing is based on active licenses and that amount is flexible and configurable with your Incued Account Manager. Contact sales@incued.com for more information.
The data is pulled in directly from the accounting software used by portfolio company via an API.
Incued currently supports Quickbooks Online, Freshbooks, Xero, Oracle Netsuite and Microsoft Dynamics 365.
Contact support@incued.com
Invite your portfolio companies directly through Incued. Each portfolio company invited immediately receives an invitation email with clear next steps to connect their accounting software.
Information rights is a standard clause within investor agreements that allows access to performance data on the company. Incued is compliant with that clause.
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.
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