Track fund investments. Access private market liquidity.
Consolidate your LP positions, monitor fund performance, and participate in curated secondary opportunities. Complete visibility for your alternative investments.
Private market wealth is hard to track
Multi-Fund Consolidation
Reports from 5-20 different PE/VC funds in different formats. No single view of total holdings.
Performance Tracking
Manual consolidation makes it hard to compare fund performance, track distributions, or monitor commitments.
Tax Complexity
Multi-fund, multi-currency, cross-border investments trigger complex tax scenarios.
Wealth Governance
Managing access across family members, advisors, and trustees. No clear succession infrastructure.
One platform for private market visibility
Folio
Consolidate your fund investments. Track performance across all LP positions in one dashboard.
- Multi-fund consolidation
- Performance comparison
- Distribution tracking
Transact
Access curated secondary opportunities. Participate in company-sponsored tender offers.
- Secondary deal access
- Pre-IPO opportunities
- Exit participation
Advisory
Valuations, compliance support, and regulatory guidance for your private holdings.
- Portfolio valuations
- Tax planning support
- Compliance documentation
Built for family offices of every size
Basic fund tracking
Products: FolioPerformance analytics, deal access
Products: Folio + TransactFull visibility, active secondaries
Products: Full PlatformAccess curated secondary opportunities
Beyond fund tracking, access deal flow for direct secondary investments. Participate in company-sponsored tender offers and shareholder secondaries.
- Pre-IPO opportunities
- Company tender offers
- Secure escrow & settlement
Ready for complete wealth visibility?
Join family offices consolidating their private market portfolios on Incentiv.