Get real-time data on your portfolio companies directly from their trusted accounting software. Start inviting your portfolio today and never request their financials again.
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Be in the know whenever a big event happens and never miss an opportunity to provide value. Make informed decisions quickly so you can pro-rata rights or support the companies that need it most.
With Incued, you can stay ahead of the curve by having access to reliable data in real-time. You can be sure that information is the most reliable, up-to-date information available.
The larger your portfolio gets the harder it is to monitor each company's performance. Incued can support dozens or thousands of companies in and across multiple portfolios.
Incued is the trusted source for real-time financial insights and analytics concerning private market assets. Our platform provides the most accurate and up-to-date intelligence in the industry, allowing you to make informed decisions quickly.
Drill down into the details to understand performance metrics. Access raw .csv data or GAAP formatted .xls files.
A typical report includes 2 graphs: Cash vs. Runway, and Revenue vs. Burn with a trailing 12 month readout. Your report also includes the following with percent change MoM: Working Capital, Absolute Liquidity, Runway, EBITDA, Net Revenue and Net Profit Margin.
Each company signs up in less than 5 minutes and reports get sent automatically from then on.
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.
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.
It is a very simple process to connect accounting software data to Incued, it takes less than 5 minutes. Our CX team is seasoned in helping you tailor the onboarding strategy and messaging so that founders are comfortable in the process.
Incued is priced per portfolio company. Discounts are offered as portfolio size increases. To get a quote, please contact sales@incued.com.
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.
The data is pulled in directly from the accounting software used by portfolio company via an API.
Incued currently supports Quickbooks Online, Sage, Freshbooks, Xero, and Microsoft Dynamics 365.
Double check that the data is pulling in for the portfolio company successfully if there are no yellow or red bars flags on the portfolio company record in the Portfolio Overview dashboard. Contact support@incued.com
Step 1: Invite portfolio company to Incued using “Add New Company” button in top right corner of your Portfolio Overview dashboard.
Step 2: Enter the email for the company or invite multiple at once.
The email you use doesn’t need to be the email associated with the accounting software, but those credentials will be needed.
Step 3: Your portfolio company immediately receives an invitation email and their administrator enters in accounting software login credentials.
With the emails gathered ahead of time, this can take less than 5 minutes and you never have to contact a company again about their financials.
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