Use re:cap Institutional for different investment stages – from due diligence and underwriting to portfolio monitoring and reporting.
Skip the data hunt and jump right into analysis with our real-time, aggregated dashboards, for any business and any industry.
Gain access to real-time data through bank accounts, ensuring high-quality information across your portfolio, free from human errors and data manipulation.
Establish yourself as a strategic partner by leveraging real-time insights on key metrics.
Constantly monitoring key metrics and customized trigger alerts help you spot struggling companies before it's too late.
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."
Skip weeks of onboarding. Simply upload your existing data from documents, PDFs, and spreadsheets, connect your portfolio companies’ bank accounts, and start instantly.
Use re:cap Institutional to stay on top of your portfolio companies' finances. Gain a clear view and make decisions with confidence.
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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 utmost security standards to safeguard our customers' data. We store and process all your financial data in Germany, employing 256-bit bank-level encryption for maximum protection.
