The fastest way to get financial data from your portfolio

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Automated Triggers & Alerts

Automated Reporting On Every Company

Reporting internally amongst your team is just as important as reporting to LPs and stakeholders. External reports need to look clean and have reliable data and we built Incued with that in mind.

Deliver incredible reports with little to no effort on time, every month.

Live Financial Data

Live Financial Dashboards

Always know the status of your portfolio. With real-time financial data, you can track key metrics accross your portfolio at-a-glance.

Drill down into P&L Statements and Balance Sheets to get granular insight on each company when ever you need.

Invite your entire portfolio with one email.

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

Real Time Financial Insights and Analytics

Aggregate & Standardize

Incued aggregates and standardizes financial data from every portfolio compay in real-time. We connect directly with the portfolio company's account software via API.

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.

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.

Instant Reporting

Instant Reporting

Incued’s intuitive interface helps streamline operations such as comparing financial metrics and providing a single source of truth for portfolio information, reducing risk and allowing investors to make better decisions.

Frequently asked questions

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.

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 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.