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All FAQs

For Investors

Is Incued covered by information rights?

Yes. Incued can be included in clauses specifically to eliminate any confusion. If you don't have information rights, you can include a side letter requesting this right, but ultimately its up to the startup what rights and permissions are offered. We have a side letter template and a sample of an information rights clause should you need it.

Is my data secure?

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 2 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 or enter their performance data manually.

How do I know the data is accurate?

All information is self-reported or is pulled in directly from the accounting software used by the 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 all of your portfolio companies in one place. You can invite multiple portfolio companies at once, using our bulk invite. You can invite an unlimited amount of companies. Contact for more information.

For Companies

Is my data secure?

Incued has SOC 2 certification. SOC 2 compliance is a third-party certification which confirms that Incued has controls in place that meet industry standards for security, privacy, availability, confidentiality and processing integrity on how customer data is managed.

Why is Incued free?

Standard plans are free because that allows us to share our tool with the most people and create a new standard in the industry. (See what we did there?) Our Pro plan allows founders to make critical decisions and reduce total time spent on investor relations, and we think thats worth something.

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?

Reports or investor updates are pulled on a monthly basis with the preceding years' numbers.