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Inclusively

Founded 2020 · 24 employees on LinkedIn · 9 known investors

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Inclusively offers a system that interprets employee-described situations and connects them to relevant workplace benefits and support resources (such as an EAP), aiming to increase benefit utilization. It targets employers and their workforces seeking better engagement with employee support programs.

Founders & leadership

Inclusively was founded in 2020 by Charlotte Dales and Sarah Bernard.

CDCharlotte Dales
Charlotte DalesCo-Founder & CEOFounder of Inclusively, which operates Retain, a workforce intelligence platform that surfaces benefits, policies, and support resources within tools such as Teams, Slack, and ServiceNow while giving employers insight into program utilization. Her background includes customer relationship management, business modeling, market analysis, proposals and tendering, and site and team management, with expertise in industrial gases, cryogenics, and energy.
SBSarah Bernard
Sarah BernardCo-Founder & Chief Operating OfficerSarah Bernard founded Inclusively, which initially operated as a hiring platform and later pivoted to develop Retain Navigator, a system that helps employees discover and access workplace benefits and support resources within existing workplace tools.

Investors · 9

Funding

SEC filings, press & company announcements

$13M disclosed across 1 of 4 rounds · 2020–2023

Source: company announcements and press reports — follow each round's link for the claim.

Related companies · 1

Companies working in the same space as Inclusively.

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Frequently asked questions

What does Inclusively do?
Inclusively offers a system that interprets employee-described situations and connects them to relevant workplace benefits and support resources (such as an EAP), aiming to increase benefit utilization. It targets employers and their workforces seeking better engagement with employee support programs.
Who founded Inclusively?
Inclusively was founded by Charlotte Dales, Sarah Bernard in 2020.
Who are Inclusively's investors?
Inclusively's investors include Enable Ventures, How Women Invest, Naples Technology Ventures, Purple Sage Ventures, Sorenson Impact Foundation, Tech Square Ventures, The Pearl Fund, Benson Capital and 1 more.
How much funding has Inclusively raised?
Inclusively has disclosed $13M raised across 1 of its 4 known rounds.