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.

Automated Portfolio Monitoring

Triggers & Alerts

Get a comprehensive view of each portfolio company's health with custom metrics and tailored to fit your criteria.

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

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 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, and Microsoft Dynamics 365.


How do I get live financial data from my portfolio companies?

Step 1: Invite 1 or more portfolio companies to Incued using “Add New Company” button in top right corner of your Portfolio Overview dashboard.

Step 2: Your portfolio company immediately receives an invitation email and their administrator enters in accounting software login credentials.

Thats it! Never request financials again.

How much does Incued cost?

Incued is priced per portfolio company. Discounts are offered as portfolio size increases. To get a quote, please contact

How many portfolio companies can I add?

Incued can support dozens or thousands of companies in and across multiple portfolios. This amount is customized with your Incued Account Manager.

You can also invite multiple portfolio companies at once, using our bulk invite.