G2

Jonathan K.

Partner

Small-Business (50 or fewer emp.)

8/24/2026

"More Discipline Around Performance-Based Compensation Without Adding Another Layer of Administration"

4.5/5

What do you like best about Incentivate?

What I find most useful is the ability to make compensation logic explicit. In an investment environment, incentives can become complicated quickly because performance may involve sourcing, transaction execution, portfolio support, fundraising, or other contributions. I don't want those distinctions living in someone's personal spreadsheet. Incentivate gives us a more structured way to define how different performance outcomes are treated. That makes compensation discussions more objective and gives partners and management a common reference point when reviewing results. Review collected by and hosted on G2.com.

What do you dislike about Incentivate?

The platform has considerable flexibility, which means there is some initial thinking required around how we want to structure our plans. For a smaller investment firm, I'd appreciate more examples or predefined approaches for common private-market compensation scenarios. Review collected by and hosted on G2.com.

What problems is Incentivate solving and how is that benefiting you?

Our problem was not simply calculating numbers. It was maintaining consistency when several people were contributing to different aspects of the firm's performance. Manual processes made it difficult to keep incentive rules transparent and up to date. Incentivate gives us a centralized structure for managing those rules and reduces the reliance on individual spreadsheets. The benefit is greater clarity during compensation discussions, less time spent validating calculations, and a more dependable process for management. Review collected by and hosted on G2.com.