Beautifully simple investor updates so you can spend less time updating your investors and more time building your business.
Get key metrics across your entire portfolio at-a-glance; knowing all those numbers are coming directly from their accounting software.
Drill down into the details to understand performance metrics. Access raw .csv data or GAAP formatted .xls files.
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.
Each company signs up in less than 5 minutes and reports get sent monthly from then on.
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.
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 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.
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.
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.
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.
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.
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