# Incentify's pitch deck

> Incentify's pitch deck: 10 slides, and the funding round we observed afterwards.

Source: https://millionrounds.com/decks/incentify (Millionrounds; every figure on the page links to its filing or article)

**Incentify** Financial services 1 / 10 Read 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 slides 0.2MB US Financial services Fintech

Read the deck Free 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 **Cover**
- 2
- 3
- 4
- 5 **Solution**
- 6 **Problem**
- 7
- 8
- 9 **Market**
- 10

Cover Solution Problem Market

What happened next

## Raised across 1 round

**1** rounds observed **-** reported in total **Jun 2026** first we saw **Jun 2026** most recent

- Jun 2026 Venture **Amount undisclosed** No investor was named in the report. Source recorded

[Everyone who backed Incentify](https://millionrounds.com/company/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.

**$4.0M** sold under the offering **Apr 2025** most recent filing

1 / 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 Coffin** Angel](https://millionrounds.com/fund/matt-coffin)[**Coffin Capital** Investment firm](https://millionrounds.com/fund/coffin-capital-2)

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[Browse all 1,712 decks](https://millionrounds.com/decks). We hold no record of where this file came from or on what terms. If it is yours and you would rather it were not here, [tell us](https://millionrounds.com/corrections?deck=incentify) and it goes.