Powerful & Simple Portfolio Reporting

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Trustworthy Data

Powerful integrations with portfolio companies to provide fast, accurate data.

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Instant Answers

Instant access to Income Statements, Balance Sheets, Monthly Updates & more

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Fewer Emails

All your portfolio's updates in one place; compare, analyze, and report.

FASTER ANALYSIS

Compare & benchmark your portfolio.

Export reports quickly that show performance between companies, industries, regions, and founder qualities.

Real Time Financial Insights and Analytics
Real Time Financial Insights and Analytics
DEEPER UNDERSTANDING

Get the story behind the numbers.

See Context on important metrics, track progress and seamlessly communicate with your entire portfolio.

Real Time Financial Insights and Analytics
Information Management

Customize qualitative information on each portfolio.

Create new properties that fit your investment thesis and portfolio. Leave notes and upload files related to deals and closings.

QUICKer ONBOARDING

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
Visualizations

All the charts and graphs you'll ever need.

Investors love getting updates through Incued.

Incued saves me time every week & it reduces my contact with portfolio companies to only urgent and strategic conversations.

Simran Chowdhary, Senior Associate

Incued makes transparency the reality. With real time monitoring of key metrics, we can be more constructive without pinging our portfolio companies.

William Pritzker, General Partner

Incued is the easiest way for private businesses to be trusted by their customers, suppliers and financial partners.

Hans Reisgies, Head of Fintech

Incued is the easiest way for private businesses to be trusted by their customers, suppliers and financial partners.

Hans Reisgies, Heaad of Fintech

Incued saves me time every week & it reduces my contact with portfolio companies to only urgent and strategic conversations.

Simran Chowdhary, Senior Associate

Incued makes transparency the reality. With real time monitoring of key metrics, we can be more constructive without pinging our portfolio companies.

William Pritzker, General Partner

Pricing

Unlimited Portfolio Companies

100+ Portfolio Companies
Enterprise

For Growth Equity Funds, Mid-Cap Private Equity & Banks

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Unlimited Team Members
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Custom APIs & Configurations
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Custom EMS integration
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Enterprise Grade Permissioning
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Data from Accounting, Banking & CRM Integrations
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Dedicated Account Support
Contact Us

Ask about our discounts for Emerging Managers, Early Stage Investors and Business Programs (like Accelerators)

Frequently asked questions

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.

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.

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 sales@incued.com for more information.

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 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.