Collate
Collate is an AI-native enterprise platform that automates GxP-compliant documentation and regulatory paperwork for pharmaceutical, biotechnology, and medical device companies. The platform serves approximately 50 life sciences customers across the full product lifecycle from R&D through market delivery.
- Company typePrivate
- Founded2024
- HeadquartersSan Francisco, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Collate does
Collate Software, Inc. is an AI-native enterprise platform that automates documentation and regulatory paperwork for life sciences organizations, including pharmaceutical, biotechnology, medical device, and diagnostic companies. The platform is purpose-built for GxP-regulated workflows and addresses the full product lifecycle — from R&D through preclinical and clinical trials, quality management, regulatory submissions, and market delivery — using generative and agentic AI to process documents up to 10,000 pages with claimed time savings of 50–90% and over 90% accuracy. Core capabilities include GxP-compliant document automation and multi-jurisdictional compliance tools that manage regulatory requirements across geographies.
The company operates a direct enterprise field sales model targeting pharmaceutical, biotechnology, and medical device manufacturers, with contracts structured as Master Services Agreements with custom Order Forms and annual billing. Approximately 50 enterprise customers were onboarded between the first signed deal in May 2025 and early 2026, served through demo-driven consultative sales. The technical stack is described as modern AI/ML with Python, Go, TypeScript, and React, supported by a founding team drawn from NVIDIA, Amazon AGI, Google, PicnicHealth, Hippocratic AI, Facebook, Apple, and TikTok.
Collate was founded in 2024 by Surbhi Sarna (former CEO and Founder of nVision Medical, acquired by Boston Scientific for $275M, and former YC General Partner), Nate Smith (former CEO/CTO/Founder of Lever, acquired by Employ for $517M), and Jigish Patel (former architect at Netflix, Airbnb, Symantec, and VeriSign). The company is headquartered in San Francisco, has raised $125M across a $30M seed (January 2025) and $95M Series A (June 2026, led by Redpoint Ventures with First Round Capital, CRV, Conviction, and Y Combinator), and reached a post-money valuation of approximately $995M. Forbes named it to its Next Billion-Dollar Startups 2025 list.
Collate firmographics
Firmographics- Name
- Collate
- Legal name
- Collate Software, Inc.
- Website
- https://collate.com
- Company type
- Private
- Founded year
- 2024
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Collate is an AI-native enterprise platform that automates GxP-compliant documentation and regulatory paperwork for pharmaceutical, biotechnology, and medical device companies. The platform serves approximately 50 life sciences customers across the full product lifecycle from R&D through market delivery.
- Ownership category
- akta.pro rank
Collate industry classification
Industry- Product category
- Life Sciences Regulatory Documentation Software
- NAICS
- Software Publishers (513210), Software Publishers (51321)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Medical Writing & Clinical Documentation FSP (HLAGAOAC)
Keywords
Where Collate is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Collate business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations
Revenue model
- Enterprise SaaS Subscription: Subscription-based SaaS model with annual invoicing (30-day payment terms). Enterprise agreements structured through Master Services Agreement and Order Forms with defined initial terms and automatic renewal provisions.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise custom pricing |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
Collate product offering
Product offeringCore offering
Collate provides an AI-native, GxP-compliant enterprise software platform that automates and streamlines regulatory, clinical trial, quality management, and product development documentation for pharmaceutical, biotechnology, medical device, and diagnostic companies. The platform ingests and generates documents up to 10,000 pages, with claimed 50-90% time savings and over 90% accuracy, spanning the full product lifecycle from concept to market.
Product overview
Collate is an AI-native enterprise platform designed for the life sciences industry. The platform consists of GxP-compliant AI software that automates documentation and regulatory paperwork throughout the entire product lifecycle—from concept to market. The platform enables pharmaceutical companies, medical device manufacturers, and biotech firms to streamline regulatory filings, clinical trial documentation, quality management, and compliance processes. Capabilities span accelerate research and development, optimize preclinical and clinical trials, enhance quality management, and deliver products to market.
Differentiator
Problem solved
Functional benefit
Products and services
- Collate AI Platform for Life Sciences AI-native enterprise platform that automates regulatory filings, clinical trial documentation, quality management documents, and product development paperwork for pharmaceutical, biotechnology, medical device, and diagnostic companies across the full product lifecycle (R&D through commercialization).
- GxP-Compliant Software GxP-compliant AI software designed to automate and streamline highly regulated documentation and process workflows for pharmaceutical and life sciences organizations.
Quantifiable outcome
- 50-90% reduction in document processing time
- +2 more outcomes
Companies that use Collate
Customer profileNamed customers3 records
Segments2 records
Ideal customer profiles2 records
Collate technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability5 records
Feature2 records
Collate partnerships and signals
Strategic signalScale indicators7 records
Recent moves6 records
Expansion highlights5 records
Collate competitors and assessment
Company assessmentDirect peers
- Yseop: Yseop builds AI copilots specifically for life sciences regulatory and medical writing workflows, including automated CSR and submission document generation. It is the closest direct competitor to Collate, targeting the same pharma/biotech documentation automation use case with generative AI.
- Arria NLG: Arria provides natural language generation software purpose-built for regulated industries (life sciences, finance, energy) to automate report and compliance documentation. Like Collate, Arria sells NLG-as-software into enterprise compliance teams rather than as a custom service.
Broad incumbents
- Veeva Systems: Veeva is the dominant SaaS platform for life sciences, spanning CRM, regulatory, quality, and clinical operations across nearly every major pharma. It is the incumbent Collate most directly competes against for enterprise regulatory and quality management budgets and has begun adding AI features to its suite.
- IQVIA: IQVIA is the largest life sciences services and technology provider, combining CRO services with technology platforms for clinical, regulatory, and real-world evidence workflows. It serves the same pharma/biotech/medical device buyer as Collate with a much broader portfolio of offerings.
- Medidata (Dassault Systèmes): Medidata provides the leading clinical trial technology platform (Rave EDC, eCOA, RTSM) used by most large pharma sponsors. It overlaps with Collate on the clinical trial documentation and data management portion of the regulated life sciences workflow.
- Benchling: Benchling is a cloud R&D platform for biotech that centralizes molecular biology, process development, and lab workflows. It serves many of the same biotech customers as Collate and competes for adjacent portions of life sciences R&D software budgets.
- Oracle Health (Clinical One): Oracle Health's Clinical One platform provides EDC, RTSM, and trial management for pharma sponsors, while its broader health portfolio touches EHR and regulatory data. It competes with Collate across clinical trial technology and adjacent regulated documentation.
Emerging players
- Hippocratic AI: Hippocratic AI builds LLM-powered agents for healthcare, with overlapping team pedigree (former Head of Engineering Sanchay Harneja led LLM healthcare agents there). Different end users (clinicians/patients vs. life sciences documentation teams) but very similar AI-for-regulated-healthcraft positioning.
- PicnicHealth: PicnicHealth uses ML to structure medical records and clinical documents at scale across 100M+ pages. Founding engineer Benjamin Pastel previously built segmentation transformers and OCR at PicnicHealth, and the company tackles adjacent medical document intelligence.
- Owkin: Owkin applies AI to biopharma clinical research and drug development, including trial optimization and biomarker discovery with pharma partners. It targets the same pharma/biotech R&D buyer as Collate with AI tooling that complements rather than directly competes on documentation.
Market position
Strengths1 record
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Collate social profiles
Digital presenceCollate financial estimates
Financial estimateRevenue estimate
Valuation estimate
Collate leadership team
Management profileNumber of profiles
Profiles9 records
Collate funding detail
Funding detailFunding overview
Funding rounds2 records
Investors4 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Collate 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 Collate
What does Collate do?
Collate provides an AI-native, GxP-compliant enterprise software platform that automates and streamlines regulatory, clinical trial, quality management, and product development documentation for pharmaceutical, biotechnology, medical device, and diagnostic companies. The platform ingests and generates documents up to 10,000 pages, with claimed 50-90% time savings and over 90% accuracy, spanning the full product lifecycle from concept to market.
Is Collate a public or private company?
Collate is a private company. It is classified as venture growth investor backed and is currently operating.
When was Collate founded?
Collate was founded in 2024. It employs 11 to 50 people.
Where is Collate based?
Collate is headquartered in San Francisco, United States, in the North America region.
How does Collate make money?
One revenue line is on record: enterprise SaaS Subscription.
Who are Collate's main competitors?
Direct peers on record are Yseop and Arria NLG. Broad incumbents are Veeva Systems, IQVIA, Medidata (Dassault Systèmes), Benchling and Oracle Health (Clinical One). Emerging players are Hippocratic AI, PicnicHealth and Owkin.
Does Collate have an API?
No public API is recorded for Collate.
What industry is Collate in?
Collate's product category is Life Sciences Regulatory Documentation Software. Its primary akta.pro industry code is HLAGAOAC, Medical Writing & Clinical Documentation FSP. Its NAICS code is 513210 and its SIC code is 7372.