Inclined

Inclined

Private
Sausalito, CaliforniaFinTechhttps://www.inclined.com

Last Round

Series B

Aug 12, 2025

Total Funding Raised

$23M

Momentum Score

25 /100

Company Overview

Inclined Technologies Inc. is a financial technology company that operates a SaaS platform designed to help whole life insurance policyholders access liquidity. The company's platform connects policyowners with financial institutions, enabling them to secure a revolving line of credit (known as an iLOC) collateralized by the cash value of their whole life insurance policies. The service aims to digitize and streamline what has traditionally been a complex and slow process, making it faster and more efficient for individuals to borrow against their policies at competitive rates. Founded in 2020, the company partners with financial advisors and major insurance carriers to offer its product.

Sector

FinTech

Verticals

Lending & Credit, InsurTech, Wealth Management, Corporate Banking

Business Model

B2B2C

Customer Profile

Subscription SaaS, Payment Processing Fee

AI Layer

Non-AI

Keywords

policy-collateralized line of creditcash value loanwhole life insurancelife insurance loanlending platformInclined Line of CreditiLOCfinancial advisor toolsB2B2C fintechdigital lendingwealthtechInsurTechloan originationsecured line of credit

Historical Pricing

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Inclined Comps

Public and private peers based on sector, stage, and business model.

CompanyStatusEst. ValuationRev Multiple
OpenAIPrivate$86.0B~40x
CoherePrivate$5.0B--
Competitor 1Public$XX.XBXXx
Competitor 2Public$XX.XBXXx

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Inclined Funding Rounds

Historical fundraising activity

RoundDateAmount RaisedValuationInvestorsSources
Series BAug 12, 2025
Series ASep 23, 2022

Key People

Founding team and executive leadership

Mark Shaw

Co-founder CTO

Founding Team

Graham Keggi

COO

Executive Team

Inclined Investors

Notable investors and investment history

Market signals

Structured signals derived from secondary market and firmographic data.

  • Jan 7, 2026

    Launched a mobile app for policyowners to access cash value.

  • Jan 1, 2026

    Partnering with advisors from Northwestern Mutual, Mass Mutual, and Guardian.

Inclined Filings

SEC and related filings with document metadata.

TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Inclined Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about Inclined's valuation, stock price, and market status.

Firmographic Details

HeadquartersSausalito, California
Employee Range35
Year Founded2020
Last FundingAug 12, 2025

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Disclaimer All investments involve risk, including the risk of loss of principal. You should carefully consider your investment objectives, risks, transaction costs and other expenses before deciding to invest in options, swaps or other investments.This does not constitute an offer by Caplight Technologies, Inc. to sell, or a solicitation of an offer to buy, any securities and may not be used or relied upon in connection with any offer or sale of securities. An offer or solicitation can be made only through the delivery of final offering document(s) and purchase agreement(s), and will be subject to the terms and conditions and risks delivered in such documents. Any securities offered are offered through Caplight Markets LLC, member FINRA/SIPC.