Trially
Trially is a Kansas City-based AI-native platform that uses LLMs to match, engage, and enroll patients into clinical trials at ~95% pre-screening accuracy. It sells subscription software to pharmaceutical sponsors, CROs, research sites, and hospitals, integrating natively with major EHR and CTMS systems.
- Company typePrivate
- Founded2023
- HeadquartersKansas City, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Trially does
Trially is a Kansas City, Missouri-based AI-native software company founded in 2023 that sells a clinical-trial patient-recruitment platform to pharmaceutical sponsors, contract research organizations (CROs), clinical research sites, and hospital systems. The platform is composed of three integrated modules—Trially Match (LLM-powered patient-to-trial matching), Trially Connect (Margo AI agent for patient engagement, prescreening, scheduling, and outreach), and Trially Intelligence (feasibility analytics and pipeline radar)—that together claim ~95% pre-screening accuracy, a 73% reduction in screen failures, and a 91% reduction in manual EHR chart-review hours.
Under the hood, the platform uses LLM agents with a retrieval-augmented generation (RAG) architecture to synthesize both structured EHR fields (labs, vitals, medications, demographics) and unstructured clinical notes, imaging, and pathology reports, anchoring every eligibility decision to specific medical-record evidence. Native pre-built connectors link the platform to Epic, Oracle Cerner, NextGen, and AthenaHealth on the EHR side, and to CRIO, Salesforce, HubSpot, and Clinical Conductor on the CTMS/CRM side, enabling 1-day onboarding. Trially holds HIPAA, SOC 2 Type II, FDA 21 CFR Part 11, and ISO 27001 certifications, and its Margo agent carries generic IRB approval.
Trially operates an enterprise SaaS model with quote-based annual subscriptions sold primarily through direct field sales and channel partnerships such as the athenahealth Marketplace and CRIO CTMS integration. The company is venture-backed (a $4.7M seed round led by Flyover Capital closed in September 2025) and currently employs 1-10 people, with disclosed reference customers including CRIO, ClinTrial Research, and a 4-million-patient site network. Its stated objective is to compress clinical-trial enrollment timelines and reduce the $600,000+ daily cost of recruitment delays across the pharmaceutical industry.
Trially firmographics
Firmographics- Name
- Trially
- Legal name
- Trially Inc.
- Website
- https://trially.ai
- Company type
- Private
- Founded year
- 2023
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Trially is a Kansas City-based AI-native platform that uses LLMs to match, engage, and enroll patients into clinical trials at ~95% pre-screening accuracy. It sells subscription software to pharmaceutical sponsors, CROs, research sites, and hospitals, integrating natively with major EHR and CTMS systems.
- Ownership category
- akta.pro rank
Trially industry classification
Industry- Product category
- Clinical Trial Recruitment Software
- NAICS
- Scientific Research and Development Services (5417)
- SIC
- Services-Prepackaged Software (7372), Services-Health Services (8000)
- akta.pro primary industry
- Precision Clinical Trials Enablement (patient matching, site matching, adaptive trials) (HLAAANAI)
- akta.pro secondary industries
- Clinical Trial Patient Recruitment & Retention (HLAGACAD), Clinical Decision Support & Workflow Integration (EHR/oncology systems) (HLAAANAE), Decentralized & Hybrid Trial Site Services (Home Health/Nursing) (HLAGACAH)
Keywords
Where Trially is headquartered
LocationHeadquarters
- HQ city
- Kansas City
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Trially business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Platform Subscription: SaaS subscription model for clinical trial recruitment platform. Pricing likely per site or per trial basis based on enterprise sales motion.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise platform subscription |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels7 records
Trially product offering
Product offeringCore offering
Trially is an AI-native SaaS platform that matches, engages, and enrolls patients into clinical trials by analyzing structured and unstructured EHR data. Its three integrated modules — Trially Match (LLM-based eligibility matching with ~95% accuracy), Trially Connect (Margo agentic AI for prescreening, scheduling, and multi-channel outreach), and Trially Intelligence (feasibility and pipeline analytics) — are sold to pharmaceutical sponsors, CROs, clinical research site networks, and hospitals via enterprise subscriptions.
Product overview
Trially is an AI-first clinical trial recruitment platform comprising three integrated modules: Trially Match (LLM-powered patient-to-trial matching with ~95% accuracy), Trially Connect (patient engagement via Margo AI agent), and Trially Intelligence (feasibility analytics and pipeline radar). The unified platform matches, engages, and enrolls qualified patients into clinical trials by analyzing structured and unstructured EHR data, automating prescreening, scheduling, and outreach workflows. The platform is designed for research sites, CROs, pharmaceutical sponsors, and hospitals, and integrates natively with major EHR systems (Epic, Cerner, NextGen, AthenaHealth) and CTMS platforms (CRIO).
Differentiator
Problem solved
Functional benefit
Brands
- Trially Match: AI platform that safely reads rich medical data to instantly match patients to trials with ~95% accuracy.
- Trially Connect
- Trially Intelligence
- Margo
Products and services
- Trially Match LLM-powered patient-to-trial matching module that instantly analyzes structured and unstructured EHR data to match patients against trial inclusion/exclusion criteria with approximately 95% accuracy, serving pharmaceutical sponsors, CROs, research sites, and hospitals.
- Trially Connect Patient engagement and enrollment module, powered by the Margo AI agent, that automates IRB-approved prescreening, multi-channel outreach (SMS, voice, email), appointment scheduling, and reminders to convert qualified patient matches into enrolled clinical trial participants.
- Trially Intelligence Feasibility analytics and pipeline radar module that provides real-time patient population analytics, exact patient counts for sponsors, and proactive alerts when trials match a site's patient population, enabling instant feasibility assessments before contracts are signed.
- Margo AI Agent Agentic AI that operates as a 'Super-Clinical Research Coordinator' within Trially Connect, autonomously handling IRB-approved prescreening, multi-channel outreach via SMS/voice/email, appointment scheduling, automated reminders, and re-engagement of dormant patient populations to convert matches into enrollments.
Quantifiable outcome
- 2-6x more patients enrolled per month in complex trials
- +7 more outcomes
Companies that use Trially
Customer profileNamed customers3 records
Segments3 records
Ideal customer profiles3 records
Trially technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration8 records
AI capability8 records
Feature6 records
Trially partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core.
- ClinTrial ResearchcoreClinTrial Research teamed up with Trially AI to multiply enrollment in complex clinical trials. Trially's proprietary AI improved their ability to pre-screen candidates, reducing time and resources spent on manual EHR chart reviews while improving diversity and quality of patient pools.
- athenahealthcoreTrially joined athenahealth's Marketplace Program to enroll patients into clinical trials using their AI platform. This partnership enables athenahealth's healthcare provider customers to access Trially's AI-powered patient matching and recruitment capabilities directly through the athenahealth marketplace.
- CRIOcoreCRIO-Trially Integration enhances EMR workflows and patient identification. The integration combines Trially's AI matching software with CRIO's CTMS platform, enabling sites to quickly identify high-quality patients, focus recruitment strategy, and push patients through the CRM workflow without manual data entry.
Scale indicators9 records
Recent moves6 records
Expansion highlights5 records
Trially competitors and assessment
Company assessmentDirect peers
- Trial Library: Clinical trial patient matching and recruitment platform that integrates with EHRs to surface eligible patients for site networks. Direct overlap with Trially's site-network go-to-market.
- Deep 6 AI: AI-native patient recruitment and clinical trial matching platform that mines EHR data to identify eligible patients for trials. Directly comparable to Trially Match in product, buyer (sponsors and sites), and technology stack.
- Mendel: AI platform that structures unstructured clinical text and uses it for trial feasibility and cohort identification. Comparable to Trially's unstructured-EHR matching and feasibility analytics.
- Antidote (formerly Acurian): Patient recruitment and engagement company for clinical trials, combining a patient-facing matching tool with site and sponsor services. Overlaps with Trially Connect's outreach and engagement scope.
- SubjectWell: Patient recruitment service for clinical trials using a curated patient community and outreach. Overlaps with Trially Connect's patient engagement and enrollment mission.
- Carebox: AI-powered clinical trial matching platform connecting patients, providers, and sponsors. Closely comparable in 'patient-to-trial matching' positioning and EHR integration approach.
Broad incumbents
- IQVIA (Orchard): Largest CRO with AI-driven patient recruitment (e.g., IQVIA's trial-matching and site-feasibility tools embedded in its broader R&D services stack). Competes for the same sponsor/CRO budget as Trially but as part of a much wider portfolio.
- Medidata (Dassault Systèmes): Clinical trial technology platform (Rave EDC, RTSM, eCOA, etc.) used by most large sponsors. Adjacent in trial operations and increasingly adding AI features that could overlap with Trially's recruitment wedge.
- Veeva Systems: Cloud software provider for life sciences, including clinical operations (Veeva Vault CTMS, eTMF). Competes indirectly by serving the same pharma buyers with a broader enterprise suite.
Emerging players
- Massive Bio: AI-driven clinical trial enrollment company specializing in oncology, with patient concierge services. Comparable in patient-recruitment mission but narrower therapeutic focus.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
Trially social profiles
Digital presenceTrially compliance and trust
Trust signalCompliance4 records
Trially financial estimates
Financial estimateRevenue estimate
Valuation estimate
Trially leadership team
Management profileNumber of profiles
Profiles4 records
Trially funding detail
Funding detailFunding overview
Funding rounds2 records
Investors9 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Trially 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 Trially
What does Trially do?
Trially is an AI-native SaaS platform that matches, engages, and enrolls patients into clinical trials by analyzing structured and unstructured EHR data. Its three integrated modules — Trially Match (LLM-based eligibility matching with ~95% accuracy), Trially Connect (Margo agentic AI for prescreening, scheduling, and multi-channel outreach), and Trially Intelligence (feasibility and pipeline analytics) — are sold to pharmaceutical sponsors, CROs, clinical research site networks, and hospitals via enterprise subscriptions.
Is Trially a public or private company?
Trially is a private company. It is classified as venture growth investor backed and is currently operating.
When was Trially founded?
Trially was founded in 2023. It employs 11 to 50 people.
Where is Trially based?
Trially is headquartered in Kansas City, United States, in the North America region.
How does Trially make money?
One revenue line is on record: platform Subscription.
Who are Trially's main competitors?
Direct peers on record are Trial Library, Deep 6 AI, Mendel, Antidote (formerly Acurian), SubjectWell and Carebox. Broad incumbents are IQVIA (Orchard), Medidata (Dassault Systèmes) and Veeva Systems. Massive Bio is listed as an emerging player.
Does Trially have an API?
No public API is recorded for Trially.
What industry is Trially in?
Trially's product category is Clinical Trial Recruitment Software. Its primary akta.pro industry code is HLAAANAI, Precision Clinical Trials Enablement (patient matching, site matching, adaptive trials), with a secondary code of HLAGACAD, Clinical Trial Patient Recruitment & Retention. Its NAICS code is 5417 and its SIC code is 7372.