The fastest way to get financial data from your portfolio

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Real Time Financial Insights and Analytics

Financial Insights & Analytics

Get key metrics across your entire portfolio at-a-glance; knowing all those numbers are coming directly from their accounting software.

Automated Portfolio Monitoring

P&L Statements & Balance Sheets

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

Real Time Financial Insights and Analytics

On-demand & Automated Reports

A typical report includes 2 graphs over a trailing 12 month period, changes in Key Performance Indicators and stats like: Cash-on-hand, Runway, Revenue, and Burn.


Invite your entire portfolio with one email.

Each company signs up in less than 5 minutes and reports get sent monthly from then on.

Real Time Financial Insights and Analytics

Incued partners with

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

Aggregate & Standardize

Incued aggregates and normalizes financial data from different accounting platforms through their APIs. We intergate with Quickbooks, Oracle Netsuite, Microsoft Dynamics 365, Xero, and Freshbooks.

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 by you and your companies.

Save Hundreds of Hours A Year

Instant Reporting

Instant Reporting

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.

Data-driven decisions that increase shareholder value

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.

Performance Dashboards

Login to Incued at any time and see the latest numbers from your company’s accounting statements.

Shared Source of Truth

Report and forecast confidently based on accurate, verifiable, and reliable data.

Standardized Formatting

Confidently compare statistics and data between companies so you are reporting and benchmarking accurately.

40+ Performance Metrics

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:

Automated Monthly Reporting

Save time each month or quarter with our automated financial updates, sent to your inbox. Never request an update again.

Download Financial Statements

Drill down to the P&L statements and Balance Sheets to understand the reason behind peaks and valleys.

Frequently asked questions

Are you SOC-II compliant?

Data security is very important to us. All data is encrypted and we actively monitor for threats and access in our cloud and data environments. We have a Letter of Attestation from our SOC-II auditor available upon request.

How many portfolio companies can I add?

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 for more information.

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, Freshbooks, Xero, Oracle Netsuite and Microsoft Dynamics 365.


How do I get financial data from my portfolio companies?

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.

Does Incued cover information rights?

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.