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re:cap Institutional

Embrace confidence
in every decision

Get a clear view on all things cash across your portfolio companies and enhance your financing strategies to drive your performance.

Automate data collection and processing

Skip the data hunt and jump right into analysis with our real-time, aggregated dashboards, for any business and any industry.

Say goodbye to low-quality data

Gain access to real-time data through bank accounts, ensuring high-quality information across your portfolio, free from human errors and data manipulation.

Enable companies with data-driven advice

Establish yourself as a strategic partner by leveraging real-time insights on key metrics.

Set up smart early warning systems

Constantly monitoring key metrics and customized trigger alerts help you spot struggling companies before it's too late.

Keep track of your portfolio in real time

Keep your portfolio always on track and stay ahead of the game with proactive strategies that empower you to act decisively, rather than simply reacting to changes.

Book a demo

Have a first look into re:cap Institutional

Get a quick 90-sec demo and discover firsthand how re:cap Institutional can help you optimize the performance of your portfolio.

Have a first look into re:cap Institutional

Get a quick 90-sec demo and discover firsthand how re:cap Institutional can help you optimize the performance of your portfolio.

How re:cap works

Up & running within hours. No further maintenance.

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.

"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."

Julian S. Schickel
Partner Avellinia Capital
How Avellinia Capital is optimizing its portfolio management with re:cap Institutional
How Channel Capital streamlines its underwriting and increases efficiency with re:cap Institutional

Get better insights into your portfolio

Use re:cap Institutional to stay on top of your portfolio companies' cash flow in real time. Gain a clear view and make financing decisions with confidence.

FAQs

Didn’t find an answer? Talk to us.

Who can use re:cap Institutional?

re:cap Institutional is available for both equity and debt investors.

How can I invite my portfolio companies to re:cap Institutional?

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.

How often do I get new insights?

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.

How does re:cap tag the transactions?

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.

Which banks are supported?

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.

How much initial historical data can re:cap retrieve per bank account?

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.

How can a portfolio company upload its data manually when there is an unsupported bank?

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:

  1. Select “upload data manually” when adding a new bank account.
  2. Fill in the account details and attach a file containing all transactions.

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.

Is my data secure?

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.