re:cap delivers clear financial insights from your portfolio companies, giving you a view of their performance. Seize opportunities and track covenants – all in one place.
re:cap simplifies complex financial data from multiple sources, standardizing it into clear financial metrics – all in one platform, just a few clicks away, no need to chase your portfolio companies.
Track your portfolio companies' financial performance with clear, tailored dashboards based on real-time and historical data – no more manual spreadsheets.
Instantly spot red and yellow flags with automated alerts on key financial metrics and covenants like revenue, cash balance, and burn rate.
Create forecasts to assess the future performance of your portfolio companies and analyze the financial impact of critical business decisions. Run stress tests to evaluate the resilience of their business plans under various scenarios.
Transform financial data into a strategic edge: Position yourself as a strategic partner to your portfolio companies by providing insights on key metrics that fuel value creation and growth.
Save valuable time and get excellent data quality: simply drag and drop any file to the platform – no matter the format – and our data ops team handles the rest, allowing you to focus on what truly matters.
Get a clear picture of a company's financial health – before and after investment – by reviewing and monitoring cash, revenue, and accounting data.
Get a quick 90-sec demo and discover firsthand how re:cap Institutional can help you optimize the performance of your portfolio.
"re:cap’s platform allows us to identify potential constraints at our portfolio companies, which ultimately helps us to be better partners and investors. We have been impressed by the initial product and continuous improvements. The team has been exceptionally responsive and customer-focused."
Book a demo with us. Upload your existing data from documents, PDFs, and spreadsheets. Connect your portfolio companies’ bank accounts – and get started.
Use re:cap Institutional to stay on top of your portfolio companies' finances. Gain a clear view and make decisions with confidence.
Didn’t find an answer? Talk to us.
re:cap Institutional is available for both equity and debt investors.
Send an email invitation to your portfolio companies. They will need to create an account and connect all their bank accounts on the data page. Once the accounts are connected, they will receive insights. Finally, your portfolio companies must accept sharing the data with you.
New balances and transactions from all bank accounts get fetched daily at midnight (CET time). After fetching new data, the insights on cash flow get updated.
We’ve developed proprietary large language models (LLM) to classify bank transactions in real-time, generating cash insights from the tagged data.
To ensure the highest quality insights, our internal data operations team reviews the automatic tagging.
We cover more than 14,000+ banks from Europe and North America.
In Europe, we work with GoCardless to cover 2,500+ banks. The detailed coverage can be found in this overview.
For North American banks, we work with Plaid to cover 12,000+ banks. Please see the Plaid demo to see if your bank is supported.
Let us know if a bank you need support for is not included.
Europe: by open banking regulation, a minimum of 90 days of transaction history is required, but experience shows that most banks supply >180 days of transaction history.
North America: experience shows that most banks provide >365 days of transaction history.
Certain banks might not support open banking API access. Additionally, especially Europe-based banks, might not provide access to savings accounts.
If this is the case it is still possible to import the data by following two simple steps:
As soon as you have provided manual data, re:cap will import the transactions into the platform and regenerate the cash insights. This process takes less than 24 hours.
We prioritize the highest security standards to safeguard our customers' data. Our software is developed and hosted in Germany, where all financial and business data from our customers is stored and processed. And we use a 256-bit bank-level encryption for maximum protection.
