Phases
Phases is a San Francisco-based SaaS company that deploys AI agents to monitor clinical trials across EDC, TMF, CTMS, IRT, and eTMF systems, serving pharmaceutical companies and CROs with enterprise subscriptions.
- Company typePrivate
- Founded2025
- HeadquartersSan Francisco, United States
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What Phases does
Phases (Phases Innovations Inc.) is a San Francisco-based B2B SaaS company that deploys AI agents to monitor and oversee clinical trials. Its platform reads across the standard clinical trial technology stack — Electronic Data Capture (EDC), Trial Master File (TMF/CTMS), Interactive Response Technology (IRT), and electronic Trial Master File (eTMF) systems — to identify risks, surface protocol deviations, and autonomously take corrective actions such as filing documents, raising queries, escalating findings, and emailing clinical sites. A human-in-the-loop approval model governs critical actions. The core product is complemented by an Email Agent add-on that integrates with Google Workspace to automate clinical-operations email workflows.
The company targets large pharmaceutical companies and clinical trial sponsors or contract research organizations (CROs) running Phase I–IV studies, positioning itself against manual monitoring and audit-preparation bottlenecks. Self-reported technical metrics include 94% time reduction in monitoring visit report review versus human teams, 98%+ detection accuracy for emerging risks, and 97% TMF filing completeness (957/989 documents) on a cited case study. The platform is designed to meet HIPAA, GDPR, 21 CFR Part 11, and ICH GCP requirements, with a SOC 2 Type II audit in progress.
Phases operates an enterprise field-sales go-to-market with a 'Book a demo' conversion path, suggesting quote-based annual subscriptions. The company was founded in 2025, has 1–10 employees, and has disclosed a single $500,000 seed round (September 2025) led by Y Combinator with participation from SAV (Scale Asia Ventures) and u.ventures. Leadership comprises CEO James Wall, Chief AI Officer Anton Zaliznyi, and CTO Jonathan Wersch. No customer logos, revenue figures, or M&A activity are disclosed.
Phases firmographics
Firmographics- Name
- Phases
- Legal name
- Phases Innovations Inc.
- Website
- https://phases.ai
- Company type
- Private
- Founded year
- 2025
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Phases is a San Francisco-based SaaS company that deploys AI agents to monitor clinical trials across EDC, TMF, CTMS, IRT, and eTMF systems, serving pharmaceutical companies and CROs with enterprise subscriptions.
- Ownership category
- akta.pro rank
Where Phases is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Phases business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Infrastructure, Marketing or Sales, Operations
Revenue model
- SaaS Subscription: Phases operates as a B2B SaaS platform providing AI-powered clinical trial oversight services on a subscription basis to pharmaceutical companies and clinical trial sponsors.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise subscription pricing - custom quote |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels2 records
Phases product offering
Product offeringCore offering
Phases provides an AI-powered clinical trial oversight platform that deploys autonomous AI agents to continuously monitor Electronic Data Capture (EDC), Trial Master File (TMF), Clinical Trial Management System (CTMS), Interactive Response Technology (IRT), and electronic TMF systems. The agents review 100% of monitoring visit reports, detect risks with 98%+ accuracy, file and QC regulatory documents, and take corrective actions (query raising, escalation, site communications) under a human-in-the-loop approval model, targeting pharmaceutical companies and CROs running Phase I–IV trials.
Product overview
Phases offers a unified AI-powered clinical trial oversight platform. The core product deploys AI agents that continuously monitor clinical trials by reading across EDC, TMF, CTMS, and eTMF systems, identifying risks, and autonomously taking corrective actions such as filing documents, raising queries, and escalating issues. The platform is complemented by an Email Agent add-on module that provides AI-powered email automation through Google Workspace integration, enabling automated email composition, categorization, and sending for clinical site communication.
Differentiator
Problem solved
Functional benefit
Products and services
- Phases Clinical Trial Oversight Platform AI-powered clinical trial oversight platform that deploys autonomous agents to monitor, analyze, and take action across EDC, TMF, CTMS, IRT, and eTMF systems. Reviews 100% of monitoring visit reports (94% time reduction vs human teams) with 98%+ risk detection accuracy, files and QC's the Trial Master File automatically, raises queries, escalates risks, and sends communications under a human-in-the-loop approval model. Built for pharmaceutical companies and CROs running Phase I–IV multi-site trials, compliant with HIPAA, GDPR, SOC 2 Type II, 21 CFR Part 11, and ICH GCP.
Quantifiable outcome
- 94% time reduction in monitoring report review vs human teams
- +3 more outcomes
Companies that use Phases
Customer profileSegments2 records
Ideal customer profiles2 records
Phases technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration6 records
AI capability6 records
Feature4 records
Phases partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core.
- EDC SystemscorePhases integrates with Electronic Data Capture (EDC) systems as part of its AI trial oversight platform, reading across EDC data to identify risks and issues in real-time.
- TMF SystemscorePhases integrates with Trial Master File systems, automatically filing, QC'ing, and maintaining inspection-ready documentation.
- CTMS PlatformscorePhases connects with Clinical Trial Management Systems to aggregate operational data for comprehensive trial oversight.
- IRT SystemscorePhases integrates with Interactive Response Technology systems for randomization and trial supply management oversight.
Scale indicators3 records
Recent moves6 records
Expansion highlights5 records
Phases competitors and assessment
Company assessmentMarket position
Competitive moat4 records
Key highlights6 records
Customer concentration
Phases social profiles
Digital presencePhases compliance and trust
Trust signalCompliance5 records
Phases financial estimates
Financial estimateRevenue estimate
Valuation estimate
Phases leadership team
Management profileNumber of profiles
Profiles3 records
Phases funding detail
Funding detailFunding overview
Funding rounds1 record
Investors3 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Phases 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 Phases
What does Phases do?
Phases provides an AI-powered clinical trial oversight platform that deploys autonomous AI agents to continuously monitor Electronic Data Capture (EDC), Trial Master File (TMF), Clinical Trial Management System (CTMS), Interactive Response Technology (IRT), and electronic TMF systems. The agents review 100% of monitoring visit reports, detect risks with 98%+ accuracy, file and QC regulatory documents, and take corrective actions (query raising, escalation, site communications) under a human-in-the-loop approval model, targeting pharmaceutical companies and CROs running Phase I–IV trials.
Is Phases a public or private company?
Phases is a private company. It is classified as venture growth investor backed and is currently operating.
When was Phases founded?
Phases was founded in 2025. It employs 1 to 10 people.
Where is Phases based?
Phases is headquartered in San Francisco, United States, in the North America region.
How does Phases make money?
One revenue line is on record: saaS Subscription.
Does Phases have an API?
No public API is recorded for Phases.