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All FAQs

For Investors

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.

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 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.

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 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.

For Companies

Is my data secure?

Incued has SOC-II certification. SOC-II compliance is a third-party certification which confirms that Incued has controls in place that meets industry standards for security, privacy, availability, confidentiality and processing integrity on how customer data is managed.

Why is Incued free?

All portfolio companies are free to use the service at this point. In the future we may charge founders for exceptional value and will notify you ahead of time.

Who sees this data?

Startup founders or operators may give stakeholders read-only access to their company data. A portfolio company will see only their own financial data and can control access to their financial data. Incued does not have access to this data.

How often is the data refreshed?

Portfolio company data flows directly from their accounting software. Reports or investor updates are pulled on a monthly basis with the previous month's numbers.