Inclined Overview

  • Year Founded
  • 2020

Year Founded

  • Status
  • Private

  • Employees
  • 43

Employees

  • Latest Deal Type
  • Series B

  • Latest Deal Amount
  • $8M

  • Investors
  • 6

Inclined General Information

Description

Developer of a lending and advisory platform designed to help families unlock liquidity from whole life insurance policies. The company's platform facilitates access to policy-backed lines of credit, offers tools for monitoring policy performance, provides flexible repayment options, and supports multi-generational financial planning, enabling policyholders and advisors to manage insurance assets as a strategic financial resource without disrupting coverage.

Contact Information

Website
www.inclined.com
Formerly Known As
Lakota Group
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Corporate Office
  • 1 Harbor Drive
  • Suite 209
  • Sausalito, CA 94965
  • United States
+1 (855)
Primary Industry
Consumer Finance
Other Industries
Other Financial Services
Financial Software
Vertical(s)
SaaS, Artificial Intelligence & Machine Learning, InsurTech, FinTech
Corporate Office
  • 1 Harbor Drive
  • Suite 209
  • Sausalito, CA 94965
  • United States
+1 (855)

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Inclined Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
4. Later Stage VC (Series B) 12-Aug-2025 $8M Completed Generating Revenue
3. Early Stage VC (Series A1) 23-Sep-2022 Completed Generating Revenue
2. Early Stage VC 03-Feb-2021 $450K $4.45M Completed Generating Revenue
1. Seed Round 19-Oct-2020 $4M $4M Completed Generating Revenue
To view Inclined’s complete valuation and funding history, request access »

Inclined Cap Table

Stock # of Shares
Authorized		 Par Value Dividend Rate (%) Original
Issue Price		 Liquidation Liquidation
Pref. Multiple		 Conversion Price % Owned
Series A-5
Series A-5 NV
Series A-4
Series A-3
Series A-2
Series A-1 NV
Series A-1 9,863,917 $0.000100 $1.54 $1.54 1x $1.54 19.92%
Seed 5,000,000 $0.000100 $0.8 $0.8 1x $0.8 11.23%
To view Inclined’s complete cap table history, request access »

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Inclined Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Developer of a lending and advisory platform designed to help families unlock liquidity from whole life insurance polici
Consumer Finance
Sausalito, CA
43 As of 2026

Kaunas, Lithuania
 

San Diego, CA
 
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Inclined Competitors (8)

One of Inclined’s 8 competitors is CreditOnline, a Accelerator/Incubator Backed company based in Kaunas, Lithuania.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
CreditOnline Accelerator/Incubator Backed Kaunas, Lithuania
Kyriba Private Equity-Backed San Diego, CA
Murex Venture Capital-Backed Paris, France
Temenos Formerly PE-Backed Geneva, Switzerland
Finastra Private Equity-Backed London, United Kingdom
You’re viewing 5 of 8 competitors. Get the full list »

Inclined Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

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Inclined Investors (6)

Investor Name Investor Type Holding Investor Since Participating Rounds
Northwestern Mutual Future Ventures Corporate Venture Capital Minority
Alliant Credit Union Corporation Minority
Anthemis Growth/Expansion Minority
Foundation Capital Venture Capital Minority
HSCM Ventures Venture Capital Minority
You’re viewing 5 of 6 investors. Get the full list »

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Inclined FAQs

  • When was Inclined founded?

    Inclined was founded in 2020.

  • Where is Inclined headquartered?

    Inclined is headquartered in Sausalito, CA.

  • What is the size of Inclined?

    Inclined has 43 total employees.

  • What industry is Inclined in?

    Inclined’s primary industry is Consumer Finance.

  • Is Inclined a private or public company?

    Inclined is a Private company.

  • What is the current valuation of Inclined?

    The current valuation of Inclined is .

  • What is Inclined’s current revenue?

    The current revenue for Inclined is .

  • How much funding has Inclined raised over time?

    Inclined has raised $31.4M.

  • Who are Inclined’s investors?

    Northwestern Mutual Future Ventures, Alliant Credit Union, Anthemis, Foundation Capital, and HSCM Ventures are 5 of 6 investors who have invested in Inclined.

  • Who are Inclined’s competitors?

    CreditOnline, Kyriba, Murex, Temenos, and Finastra are some of the 8 competitors of Inclined.

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