Cloverleaf.me
Cloverleaf.me is a Cincinnati-based B2B SaaS company, founded in 2017, that sells AI-powered team coaching and behavioral assessment software to mid-market and enterprise customers, delivering personalized nudges inside Slack, Teams, and calendars based on twelve validated assessments. Its three modules — Assess, AI Coach, and Connect — serve 45,000+ teams including Google, Home Depot, T-Mobile, BASF, and Reddit.
- Company typePrivate
- Founded2017
- HeadquartersCincinnati, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Cloverleaf.me does
Cloverleaf.me is a private B2B SaaS company founded in 2017 and headquartered in Cincinnati, Ohio (with a Delaware corporate domicile and a Covington, KY presence), that sells AI-powered team coaching and behavioral assessment software to mid-market and enterprise organizations. The platform combines twelve validated behavioral assessments — including DISC, Enneagram, 16 Types, CliftonStrengths, Insights Discovery, HBDI, Strengthscope, and Culture Pulse — with HRIS, calendar, and messaging integrations to deliver personalized, proactive coaching nudges inside Slack, Microsoft Teams, Gmail, Outlook, Google Calendar, and Outlook Calendar. The company describes its AI Coach, launched in 2018, as the first in the AI coaching category and positions the platform around the concept of automated, team-aware coaching rather than individual-only coaching.
The product is delivered as three integrated modules: Assess (centralized assessment management with team dashboards and self-paced digital debriefs), AI Coach (proactive nudges, role-play simulations, AI-enhanced 360 feedback, and a Discover Q&A feature), and Connect (HRIS and performance integration that triggers lifecycle-aware coaching around promotions, manager transitions, and review milestones). Add-on offerings include facilitated workshops and Train the Trainer programs, Assessment Certifications, and a native Model Context Protocol (MCP) integration that exposes coaching data inside Claude, ChatGPT, and Microsoft Copilot. The platform is SOC 2 Type II and ISO 27001:2022 certified, GDPR- and CCPA-aligned, and does not use customer data to train external AI models. HRIS connectivity is delivered through a Workday Marketplace listing and via Merge, supporting 70+ HRIS systems.
Cloverleaf monetizes primarily through annual SaaS subscriptions across the Assess, Coach, and Connect modules, with enterprise pricing quoted per deployment and a free trial available for the Coach module. A parallel three-tier Coach Partner subscription program ($2,400 / $4,800 / $9,000 per year) supports 150+ coaches, DEI consultants, and L&D firms who resell and embed the platform, and professional services are sold as fixed-price workshops ($2,500–$7,500). The company reports 45,000+ teams as customers including Google, Reddit, The Home Depot, Duracell, T-Mobile, Visionworks, BASF, McKinney, iMethods, and INSP, and has raised a cumulative $20 million across multiple rounds, most recently a $7.3 million Series A extension in March 2024 led by Advantage Capital after a $9 million Series A in June 2022 led by Origin Ventures. Revenue has tripled since June 2022, and the company has added a Head of Sales to scale the enterprise motion.
Cloverleaf.me firmographics
Firmographics- Name
- Cloverleaf.me
- Legal name
- Cloverleaf.me, Inc.
- Website
- https://cloverleaf.me
- Company type
- Private
- Founded year
- 2017
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Cloverleaf.me is a Cincinnati-based B2B SaaS company, founded in 2017, that sells AI-powered team coaching and behavioral assessment software to mid-market and enterprise customers, delivering personalized nudges inside Slack, Teams, and calendars based on twelve validated assessments. Its three modules — Assess, AI Coach, and Connect — serve 45,000+ teams including Google, Home Depot, T-Mobile, BASF, and Reddit.
- Ownership category
- akta.pro rank
Cloverleaf.me industry classification
Industry- Product category
- Talent Development Software
- NAICS
- Professional and Management Development Training (61143), Educational Support Services (61171)
- SIC
- Services-Prepackaged Software (7372), Services-Educational Services (8200)
- akta.pro primary industry
- Tools & Platforms Training (Jira, Azure DevOps, MS Project, Smartsheet, etc.) (EDABAHAH)
- akta.pro secondary industry
- iBPMS (Intelligent BPM Suites) & Process Automation Suites (HDAEAHAG)
Keywords
Where Cloverleaf.me is headquartered
LocationHeadquarters
- HQ city
- Cincinnati
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Cloverleaf.me business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure
Revenue model
- SaaS Subscription (Assess): Subscription-based pricing for the Assess module, which consolidates multiple assessments in one platform. Plans include Assessment Hub, Team Dashboard, Digital Debriefs, and Reporting. Tiered by number of assessments (up to 3 or up to 12) and reporting capabilities. Sold separately or bundled with other modules.
- SaaS Subscription (AI Coach): Subscription-based pricing for the AI Coach module, delivering daily personalized coaching via Slack, Teams, and email. Includes Proactive Coaching, Role Play, AI-Enhanced 360 Feedback. Free trial available. Sold separately or bundled.
- SaaS Subscription (Connect): Modular subscription adding HRIS Integration, Performance Reviews, Custom Culture Language, Pulse Surveys, and Upskill Coaching to Coach. Sold as an add-on layer on top of Assess and/or Coach modules.
- Coach Partner Plans: Three-tiered annual subscription plans for coaches and consulting partners: Growth ($2,400/year), Performance ($4,800/year), and Executive ($9,000/year). Includes assessment tools, daily coaching, 360 Feedback, partner seats, client engagement duration, and commission incentives or client discounts.
- Professional Services: Facilitated experiences including Team Sessions ($5,000 virtual, $7,500 in-person), Workshops for New Users ($2,500-$7,500), Custom Sessions, and Train the Trainer programs (starting at $2,500). Delivered virtually or in-person by expert facilitators.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Assess - entry tier with core assessment management |
| Subscription | Annual | Coach - AI coaching with core features |
| Subscription | Annual | Connect - advanced talent development integration |
| Subscription | Annual | Growth - entry coach partner plan |
| Subscription | Annual | Performance - mid-tier coach partner plan |
| Subscription | Annual | Executive - enterprise coach partner plan |
| Unit Pricing | Multi-year contract | Team Sessions - facilitated team workshop |
| Unit Pricing | Multi-year contract | Workshop for New Users |
| Unit Pricing | Multi-year contract | Train the Trainer |
Go-to-market motion4 records
Distribution channels5 records
Marketing channels10 records
Cloverleaf.me product offering
Product offeringCore offering
Cloverleaf provides an AI-powered team development platform that delivers personalized, science-backed coaching nudges directly inside Slack, Microsoft Teams, email, and calendar. The platform combines 12 validated behavioral assessments (DISC, Enneagram, 16 Types, CliftonStrengths, and others) with organizational HRIS data to coach workplace dynamics, manager effectiveness, and team communication in the flow of work. It is sold as three modular SaaS products — AI Coach, Assess, and Connect — with add-on facilitated services and partner certification programs.
Product overview
Cloverleaf is a B2B SaaS platform for AI-powered team development built on a platform-plus-modules architecture. The core platform consists of three integrated products: Cloverleaf AI Coach (the primary AI coaching engine delivering personalized, science-backed nudges in the flow of work), Cloverleaf Assess (a centralized hub for managing up to 12 validated behavioral assessments with team dashboards and cost savings), and Cloverleaf Connect (a talent data integration layer that unifies engagement, performance, and skills data with personality insights to trigger coaching at critical employee moments). These three products share a common assessment data foundation and team intelligence layer, and are delivered via integrations with Slack, Microsoft Teams, Workday, email, and calendar. Add-on modules include Cloverleaf Services (facilitated workshops), Assessment Certifications, and AI-powered features like Role Play, 360 Feedback, and Discover search. The platform is trusted by 45,000+ teams including Google, Reddit, The Home Depot, Duracell, T-Mobile, and Visionworks.
Differentiator
Problem solved
Functional benefit
Products and services
- Cloverleaf AI Coach AI coaching module delivering personalized, science-backed coaching nudges proactively in Slack, Microsoft Teams, email, and calendar — before 1:1s, feedback conversations, and meetings. Includes role-play simulations, AI-enhanced 360 feedback, and Discover Q&A. Sold separately or bundled with Assess and Connect; free trial available.
- Cloverleaf Assess Centralized platform to manage up to 12 validated behavioral assessments in one place (DISC, 16 Types, Enneagram, CliftonStrengths, Insights Discovery, HBDI, Strengthscope, Culture Pulse, VIA, Motivating Values, Instinctive Drives, Energy Rhythm). Provides team dashboards, self-paced digital debriefs, and organizational reporting, saving customers an average of 32% on assessment spend. Sold separately or bundled.
- Cloverleaf Connect Integration module unifying talent development data (feedback, engagement surveys, skills, performance reviews) with personality insights to trigger personalized, in-the-flow coaching at key employee moments — promotions, engagement shifts, performance cycles. Integrates with HRIS systems and reinforces leadership frameworks and competency models at scale. Sold as a modular add-on.
- Cloverleaf Services Facilitated expert-led experiences including Team Sessions ($5,000 virtual, $7,500 in-person), Workshops for New Users ($2,500–$7,500), Custom Sessions, and Train the Trainer programs (starting at $2,500). Delivered virtually or in-person, applying Cloverleaf insights to team goals, leadership development, and navigating organizational change.
- Cloverleaf Assessment Certifications Certification programs for coaches, HR trainers, and L&D leaders in Enneagram for Teams, DISC, and 16 Types. Provides credibility and confidence to apply Cloverleaf assessments and drive team growth. Available for Executive Coaches, Internal HR Trainers, and Leadership Development Consultants.
Quantifiable outcome
- 86% of users say their teams become more effective with Cloverleaf
- +7 more outcomes
Companies that use Cloverleaf.me
Customer profileNamed customers13 records
Segments4 records
Ideal customer profiles4 records
Cloverleaf.me technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration13 records
AI capability7 records
Feature8 records
Cloverleaf.me partnerships and signals
Strategic signalPartnerships
25 partnerships are on record, tiered flagship, core and minor.
- WorkdayflagshipCertified Workday Marketplace partner. Cloverleaf integrates with Workday to deliver AI coaching during promotions, manager transitions, and performance milestones. Uses Merge API for integration, syncing organizational data including employee names, roles, job titles, manager relationships, and reporting hierarchy.
- MergecoreUnified API provider enabling Cloverleaf to integrate with 70+ HRIS systems including Workday, Oracle, and UKG. Merge handles authentication, data normalization, and daily sync. Holds SOC 2 Type II, ISO 27001, HIPAA, and GDPR certifications.
- SlackcoreDaily coaching delivered as chat messages in Slack. Managers query insights by typing /cloverleaf followed by a teammate's name. Employees can rate, save, share, and reflect on coaching directly in Slack.
- Microsoft TeamscoreDaily coaching delivered as chat messages, channel posts, and calendar reminders in Microsoft Teams. Managers access insights through Copilot by typing @Cloverleaf. Integration available in Microsoft Teams app store.
- Claude (Anthropic)coreNative MCP integration allowing Claude to access Cloverleaf's coaching data. Managers can ask about teammates' communication styles and receive insights from actual assessment results directly in AI conversations.
- ChatGPT (OpenAI)coreNative MCP integration allowing ChatGPT to access Cloverleaf's coaching data. Behavioral assessment profiles available through AI conversations using existing Cloverleaf credentials.
- Microsoft CopilotcoreMCP integration enables Microsoft Copilot to surface Cloverleaf personality insights and coaching recommendations within existing AI workflows.
- Google WorkspacecoreCalendar integration connecting to Google Calendar to deliver meeting prep insights. Daily Calendar Digest delivered via email, Slack, or Teams based on user preferences.
- OutlookcoreEmail integration delivering daily coaching via Outlook. Daily Calendar Digest provides meeting prep insights before 1:1s and team meetings.
- Greater Arvada Chamber of CommerceminorRegional chamber supporting local businesses and talent development. Listed in Cloverleaf Coach Partner Directory.
- Engage Forward, LLCminorLeadership development training and 1:1 coaching firm. Uses Cloverleaf to help teams communicate better and collaborate stronger.
- TribalHubminorNetworking and resources for tribal organizations. Uses Cloverleaf for talent development and leadership support.
- Erin Lego Coaching & ConsultingminorNeuroscience and Enneagram-based coaching to help leaders and teams communicate, grow self-awareness, and create healthier workplaces.
- Trust Leadership CollectiveminorTransformative leadership development to empower individuals and organizations to lead with self-awareness, trust, and collaboration.
- Kennedy Coaching and ConsultingminorLeadership development, executive coaching, and team-based consulting for organizations of all sizes.
- FlywayminorExecutive and leadership team coaching to challenge assumptions, sharpen performance, and fuel bold growth.
- The Norfus Firm, PLLCminorAdvising leaders and organizations on people strategy, inclusion, leadership accountability, and complex workplace matters.
- The Growth Coach of Central Ohio NorthminorCoaching and leadership development changing behaviors and creating sustainable growth.
- Karen Senteio ConsultingminorLeadership consulting focused on helping leaders see clearly and drive organizational change.
- Human Element ConsultingminorHeart-centered HR and organizational development services strengthening people systems and workplace culture.
- LeaderGovminorLocal government leadership development and peer support networks.
- The Oxley GroupminorExecutive coaching, leadership development, and strategic consulting for measurable business results.
- On Plane ConsultingminorFractional HR firm helping small and mid-sized businesses turn Cloverleaf insights into stronger teams and sharper leaders.
- Next MondayminorLeadership and team coaching and development experiences improving collaboration and self-awareness.
- The Growth Coach of NWAminorBusiness solutions, faith-based solutions, and assessments for leadership and executive coaching.
Scale indicators9 records
Recent moves6 records
Expansion highlights6 records
Cloverleaf.me competitors and assessment
Company assessmentEmerging players
- Leapsome: Leapsome is a people enablement platform combining performance reviews, goal tracking, surveys, and learning. Comparable to Cloverleaf Connect in integrating development workflows with HRIS-triggered coaching moments.
- Humu: Humu uses AI and behavioral science to deliver personalized workplace nudges and manager coaching. Comparable in the science-based, AI-driven nudge model, though smaller and more focused on employee engagement than team development.
- Lattice: Lattice is a performance management and employee development platform that increasingly overlaps with coaching, feedback, and 1:1 workflows. Adjacent rather than direct, but a likely buyer-side substitute for HR/L&D leaders evaluating Cloverleaf Connect.
- Culture Amp: Culture Amp is an employee engagement and performance platform with pulse surveys and development features. Overlaps with Cloverleaf Connect's engagement and performance review capabilities for HR buyers.
Direct peers
- BetterUp: BetterUp is the most direct AI coaching competitor, combining human coaching with AI-driven insights (BetterUp Grow) for enterprise leadership development. Targets the same HR/L&D buyer and overlaps with Cloverleaf's AI Coach positioning.
- CoachHub: CoachHub is a global digital coaching platform with its own AI coaching assistant (AIMY) that delivers personalized development at scale. Competes head-to-head with Cloverleaf's AI Coach in enterprise HR/L&D deals.
- Valence: Valence is an AI-native team coaching platform focused on enterprise leadership development and culture work. Directly overlaps with Cloverleaf's team-aware AI coaching and integration-first delivery model.
Broad incumbents
- Korn Ferry: Korn Ferry is a global organizational consulting firm offering assessment and leadership development at enterprise scale. Comparable as a competitor in validated behavioral assessments and executive coaching, though operating primarily as a high-touch services firm.
- Gallup: Gallup is the creator of CliftonStrengths, one of the validated assessments Cloverleaf resurfaces within its Assess module. Competes indirectly through its own enterprise coaching and strengths-based development offerings.
- TalentLMS: TalentLMS is a learning management system used for corporate training delivery. Adjacent competitor for HR/L&D budgets covering team development, though it focuses on course-based training rather than AI-driven coaching.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat6 records
Key risks5 records
Key highlights7 records
Customer concentration
Cloverleaf.me social profiles
Digital presenceCloverleaf.me compliance and trust
Trust signalCompliance4 records
Cloverleaf.me financial estimates
Financial estimateRevenue estimate
Valuation estimate
Cloverleaf.me leadership team
Management profileNumber of profiles
Profiles6 records
Cloverleaf.me funding detail
Funding detailFunding overview
Funding rounds7 records
Investors16 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Cloverleaf.me M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Cloverleaf.me
What does Cloverleaf.me do?
Cloverleaf provides an AI-powered team development platform that delivers personalized, science-backed coaching nudges directly inside Slack, Microsoft Teams, email, and calendar. The platform combines 12 validated behavioral assessments (DISC, Enneagram, 16 Types, CliftonStrengths, and others) with organizational HRIS data to coach workplace dynamics, manager effectiveness, and team communication in the flow of work. It is sold as three modular SaaS products — AI Coach, Assess, and Connect — with add-on facilitated services and partner certification programs.
Is Cloverleaf.me a public or private company?
Cloverleaf.me is a private company. It is classified as venture growth investor backed and is currently operating.
When was Cloverleaf.me founded?
Cloverleaf.me was founded in 2017. It employs 11 to 50 people.
Where is Cloverleaf.me based?
Cloverleaf.me is headquartered in Cincinnati, United States, in the North America region.
How does Cloverleaf.me make money?
Five revenue lines are on record. SaaS Subscription (Assess) is the primary driver. The others are saaS Subscription (AI Coach), saaS Subscription (Connect), coach Partner Plans and professional Services.
Who are Cloverleaf.me's main competitors?
Emerging players on record are Leapsome, Humu, Lattice and Culture Amp. Direct peers are BetterUp, CoachHub and Valence. Broad incumbents are Korn Ferry, Gallup and TalentLMS.
Does Cloverleaf.me have an API?
No public API is recorded for Cloverleaf.me.
What industry is Cloverleaf.me in?
Cloverleaf.me's product category is Talent Development Software. Its primary akta.pro industry code is EDABAHAH, Tools & Platforms Training (Jira, Azure DevOps, MS Project, Smartsheet, etc.), with a secondary code of HDAEAHAG, iBPMS (Intelligent BPM Suites) & Process Automation Suites. Its NAICS code is 61143 and its SIC code is 7372.