Incentify

Incentify operates as a specialized financial technology firm, providing a purpose-built software-as-a-service (SaaS) platform to optimize the discovery and management of corporate tax credits and incentives (C&I). The company was founded in 2019, spun out from a prior platform focused on transferable tax credits, and is headquartered in El Segundo, California. Its establishment was driven by the recognition that a significant amount of government incentive funds—estimated at up to $1.2 trillion—go untapped by corporations due to the complexity and opacity of the C&I landscape.

The leadership team includes Founder and Chairman Brett Markinson, a serial entrepreneur with over 40 businesses to his name, and CEO Laurence Sotsky, a seasoned technology executive. The firm targets enterprises, advisory firms like CPAs, and franchises, aiming to standardize workflows and centralize reporting for their C&I portfolios. Its client roster includes major corporations such as Amazon, The Kroger Co., Sony Corp., Cargill, and Paramount Global. Revenue is generated through its enterprise-grade SaaS platform.

Incentify's platform functions as an operating system for the C&I economy, allowing clients to manage, discover, and monetize tax credits related to job creation, capital investments, and sustainability initiatives. A core feature is "Incentify Explore," an AI-native discovery engine that uses proprietary data to map federal, state, and local incentives down to a specific street address. This tool helps users identify relevant programs from a database of over 3,500 statutory programs by filtering based on location, headcount, capital expenditures, and other criteria. The system is designed to centralize all documentation, automate compliance to prevent clawbacks, and provide real-time reporting and analytics for strategic decision-making. Since 2019, the platform has helped realize over $22 billion in C&I. The company has secured significant funding, including a $4.25 million investment from tax firm Ryan in 2020 and a $9.5 million Series A round in April 2025, led by Innovent Capital Group. Keywords: tax credit management, incentive discovery, C&I platform, financial technology, SaaS, compliance automation, credits and incentives, corporate tax software, incentive portfolio optimization, government incentives, tax equity, transferable tax credits, statutory program database, AI-powered tax engine, incentive monetization, enterprise tax solutions, state and local tax, SALT, tax compliance, incentive management software