IncentifyFinancial services1 / 10Read in the app

Pitch deck

Incentify's pitch deck

The deck, and the round we watched Incentify raise afterwards, with the investors each report named.

Incentify is an AI-powered SaaS platform based in El Segundo, California, founded in 2019. It specializes in tax credit and incentives discovery and management, helping businesses identify and optimize government rebates, grants, and credits. The platform aims to address the inefficiency in the market where an estimated $1.2 trillion in tax credits go unclaimed annually. The platform offers a comprehensive suite of services, including automated tax credit discovery, portfolio optimization, compliance support, and campaign management. It utilizes AI technology to scan over 1,200 federal, state, and zone programs, ensuring clients can maximize their financial benefits. Incentify serves a diverse range of clients, from large corporations like Sony and Kroger to small businesses, providing tools tailored for various departments and tax professionals. The company has successfully moved over $22 billion in C&I portfolios onto its platform, contributing to significant job creation and local government impact.

10 slides0.2MBUSFinancial servicesFintech

Read the deckFree account. The deck belongs to Incentify, so reading it needs one; everything on this page is public.

What is in it

The deck, slide by slide

Each slide by what it argues. 10 slides against a median of 13 across the 1,712 decks we hold.

median
  1. 1Cover
  2. 2
  3. 3
  4. 4
  5. 5Solution
  6. 6Problem
  7. 7
  8. 8
  9. 9Market
  10. 10

CoverSolutionProblemMarket

  1. Jun 2026

    VentureAmount undisclosed

    No investor was named in the report.

    Source recorded

Everyone who backed Incentify

Form D

What they told the regulator

Incentify filed a Form D with the SEC

The company reporting its own raise, rather than a journalist reporting it.

$4.0Msold under the offeringApr 2025most recent filing
Incentify pitch deck, cover slide1 / 10

The deck itself

Read Incentify's full pitch deck

All 10 slides, each read for what it argues and set against the decks that raised at the same stage. The cover is shown here; the rest is read in the app.

Read the deck →Free account. The deck belongs to Incentify.

Investors who claim them

Firms listing Incentify on their own portfolio page: the firm's own account rather than a round we watched. Weaker than an announcement, much stronger than a list somebody sold us.

Matt CoffinAngelCoffin CapitalInvestment firm

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