What Inclusively does

Inclusively (legal entity Ligilo Inc.) is a Richmond, Virginia-based SaaS company that operates a workforce intelligence platform called Retain, which helps enterprise employees find and use benefits, programs, policies, and support services their employers already provide. The platform centers on a patented natural-language search that interprets employee queries expressed in everyday language (e.g., describing a life circumstance rather than naming a benefit) and routes them to relevant resources, while simultaneously generating real-time demand signals for benefits leaders. Retain is delivered in two modules: Retain Navigator, which embeds directly into Microsoft Teams, Slack, ServiceNow, and company intranets where employees already work; and Retain Advisor, a broker-facing tool that produces instant account intelligence and gap analysis from a company name using publicly available data with optional client data overlays. The underlying architecture is built around the proprietary Success Enabler framework, a unified taxonomy that maps every benefit, program, and policy to outcomes including utilization, retention, productivity, and cost efficiency. Inclusively also operates Hire, a recruitment marketplace connecting employers with job seekers with disabilities using the Success Enabler concept for matching; this was the company's original focus before the 2024 pivot to retention.

The company makes money through enterprise SaaS subscriptions sold via an enterprise field-sales motion with quote-based pricing (no publicly disclosed tiers). Primary buyer segments are HR and benefits leaders at mid-to-large enterprises and benefits brokers/consultants; a secondary buyer segment (for Hire) is employers seeking to recruit from the disability community. Distribution combines direct enterprise sales, native marketplace listings (Teams, Slack, ServiceNow) for single-click deployment, and a self-serve channel for individual job seekers registering on Hire. The platform supports optional Phase 2 integrations with HRIS systems (Workday, ADP, Oracle HCM, Justworks), knowledge bases (SharePoint, Confluence, LumApps), and benefits carriers (Alight), enabling eligibility-aware personalization. Inclusively has raised approximately $19.9M across disclosed funding events through November 2023, led by Firework Ventures' $13M round, with prior backing from Benson Capital Partners, Enable Ventures, Acumen America, Difference Partners, and Eudaimonia Capital. The company was founded in 2019 by Charlotte Dales (CEO) and Sarah Bernard, with a co-founding team that identifies as having disabilities, and the executive team now includes a CTO (Dheeraj Patri) and CFO (Carolyn Trabuco). The platform is WCAG 2.1 Level AA compliant across its digital properties.

Name

Inclusively

Legal name

Ligilo Inc.

Website

https://inclusively.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

11–50 employees

Short description

Inclusively is a Richmond, Virginia-based SaaS company that provides an AI-powered workforce intelligence platform, Retain, which embeds natural-language search into Microsoft Teams, Slack, and ServiceNow to help enterprise employees find existing benefits and gives HR leaders and benefits brokers real-time visibility into employee demand.

Ownership category

akta.pro rank

Product category

Workforce Intelligence / HR Technology

NAICS

Employment Placement Agencies (561311), Employment Placement Agencies and Executive Search Services (56131)

SIC

Services-Employment Agencies (7361), Services-Management Consulting Services (8742)

akta.pro primary industry

Compensation Planning & Total Rewards (BPACAPAH)

akta.pro secondary industries

Compensation, Benefits & Rewards Consulting (BPAHAGAF), General Permanent Placement (Multi-Industry) (BPACAFAA)

Keywords

• Workforce intelligence platform
• Benefits utilization software
• Inclusive hiring platform
• Employee retention analytics
• HR benefits technology

Headquarters

HQ city

Richmond

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Enterprise SaaS Subscription: Platform subscription for enterprise customers (employers, benefits leaders) with products Retain Navigator and Retain Advisor. Sales motion is enterprise field sales with 'Request a Demo' process. Pricing not publicly disclosed; quote-based.
2. Hire Platform: Recruitment platform connecting employers with job seekers with disabilities. The platform helps employers find qualified candidates who may be overlooked through traditional recruiting channels.

Go-to-market motion3 records

Distribution channels3 records

Marketing channels6 records

Core offering

Inclusively sells Retain, an AI-powered workforce intelligence SaaS platform that helps employees find existing workplace support in real time via natural-language search and gives benefits leaders and brokers a live view of employee demand. Retain is delivered through Retain Navigator (embedded in Teams, Slack, ServiceNow, and intranets for employees and HR/benefits leaders) and Retain Advisor (account-intelligence and benchmarking tool for benefits brokers and consultants), underpinned by the proprietary Success Enabler framework. The company also offers the Hire recruitment platform connecting employers with job seekers with disabilities.

Product overview

Inclusively offers a portfolio of three products organized under two brands: Hire (recruitment platform) and Retain (enterprise workforce intelligence platform). Hire is a recruitment platform that helps employers find qualified candidates and job seekers discover opportunities, combining skills, experience, and Success Enablers for better matches. Retain is the workforce intelligence platform that encompasses two modules — Retain Navigator (for benefits leaders and employees) and Retain Advisor (for brokers and consultants) — unified by a Success Enabler framework that connects employee needs to utilization, retention, productivity, and cost efficiency outcomes. The company originated as a hiring platform and pivoted toward retention with the Retain product line, now its primary enterprise offering.

Differentiator

Problem solved

Functional benefit

Brands

• Retain Navigator: Workforce intelligence platform that helps employees find and use the support employers already provide, giving benefits leaders real-time visibility into employee needs.
• Retain Advisor
• Hire

Products and services

• Retain Navigator Employee- and HR/benefits-leader-facing module of the Retain platform that embeds into Microsoft Teams, Slack, ServiceNow, and company intranets so employees can find workplace support in real time using natural language. Increases utilization of existing benefits investments, reduces manual HR workload, and surfaces real-time demand signals to inform smarter workforce decisions.
• Retain Advisor Broker- and consultant-facing module of the Retain platform that turns a company name into an instant, data-backed view of workforce needs, existing benefits investments, and gaps, with optional layering of additional client data and peer benchmarking. Enables benefits advisors to walk into renewal conversations with a clear point of view on where to increase utilization, reduce waste, and improve outcomes.
• Hire Recruitment platform that connects employers committed to inclusive hiring with qualified candidates with disabilities. Combines skills, experience, and Success Enablers to create stronger employer-candidate matches, allows job seekers to create profiles, select Success Enablers, request accommodations, and find matching opportunities; job placement currently limited to U.S.-located candidates.

Quantifiable outcome

• 35% increase in utilization
• +2 more outcomes

Named customers1 record

Segments4 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration14 records

AI capability9 records

Feature7 records

Scale indicators5 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• Rippling: Unified HCM platform spanning HR, payroll, IT, and benefits. Comparable as a horizontal HR Tech incumbent that could bundle benefits intelligence into its suite, posing both a competitive threat and a potential partner.
• Personify Health: Workforce wellbeing and health navigation platform (formerly Virgin Pulse) serving large employers. Broader incumbent in benefits navigation with overlapping employee-engagement and retention goals.
• Castlight Health: Established healthcare navigation and benefits engagement platform for enterprise employers. Comparable in addressing benefits utilization gaps, but as a broader incumbent with deeper enterprise footprint.
• Workday: Enterprise HCM and workforce management platform serving large employers. Comparable as the dominant HR system Inclusively integrates with and the most likely incumbent to bundle benefits intelligence.
• ADP: Global payroll and HR services leader. Comparable as an HR/benefits incumbent and integration partner, with potential to add NL benefits search as a feature.

Direct peers

• HealthJoy: Benefits navigation and virtual care platform helping employees find and use their benefits via a single AI-powered app. Directly comparable to Retain Navigator's benefits utilization and employee-facing search capabilities.
• Lyra Health: Mental health benefits platform for employers, addressing utilization and access to support services. Comparable to Retain's focus on mental health demand signals and benefits utilization for HR leaders.
• Spring Health: Mental health and wellbeing benefits platform for employers with personalized recommendations. Comparable as a benefits navigation/retention play targeting HR leaders.

Emerging players

• Wellable: Wellbeing platform for employers focused on engagement and utilization of benefits programs. Comparable in addressing benefits utilization and retention metrics, though narrower in scope.
• Mentra: AI-powered recruiting platform purpose-built for neurodivergent job seekers. Comparable to Inclusively's Hire platform mission around inclusive hiring and disability-focused recruitment.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/workinclusively
• Xx.com/workInclusively
• Facebookfacebook.com/workInclusively

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds5 records

Investors10 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Inclusively