Protocol First
Protocol First is a Berkeley-based clinical trial software vendor offering a next-generation Electronic Data Capture (EDC) and Clinical Data Management System (CDMS) platform for clinical research operations.
- Company typePrivate
- Founded2015
- HeadquartersBerkeley, United States
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What Protocol First does
Protocol First is a Berkeley, California-based clinical trial technology company founded in 2015. Per its own short description, it positions itself as a next-generation Electronic Data Capture (EDC) and Clinical Data Management System (CDMS), offering an end-to-end clinical trial execution software platform. The intended customer base is clinical research operations — sponsors, CROs, and investigator sites that need electronic data capture and broader clinical data management capability across the trial lifecycle.
Operationally, Protocol First is structured as a privately held, for-profit entity with a lean organization of 1-10 employees per firmographic data. Two named officers are listed: Monica Zlotogorski (CMO) and Amir Shah (CTO). No product modules, pricing tiers, customer logos, contract structures, or revenue mechanics are disclosed in the provided input; the dataset's richer product, AI, and revenue attributes belong to a separate entity (Flatiron Health) and are not attributable to Protocol First under source-scoped extraction rules. As a result, anything beyond the firm's positioning as a focused EDC/CDMS vendor — including GTM motion, recurring revenue mechanics, and competitive differentiation — cannot be substantiated from the supplied data.
Protocol First firmographics
Firmographics- Name
- Protocol First
- Legal name
- Flatiron Health
- Website
- https://protocolfirst.com
- Company type
- Private
- Founded year
- 2015
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Protocol First is a Berkeley-based clinical trial software vendor offering a next-generation Electronic Data Capture (EDC) and Clinical Data Management System (CDMS) platform for clinical research operations.
- Ownership category
- akta.pro rank
Protocol First industry classification
Industry- Product category
- Clinical Trial Software
- NAICS
- Custom Computer Programming Services (541511), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (5182), Computer Systems Design and Related Services (54151)
- SIC
- Services-Prepackaged Software (7372), Services-Computer Programming, Data Processing, Etc. (7370)
- akta.pro primary industry
- Electronic Data Capture (EDC) Platforms (HLACAOAA)
- akta.pro secondary industries
- Clinical Trial Management Systems (CTMS) (HLACAOAD), Site & Investigator Platforms (Site Payments, Feasibility, Activation) (HLACAOAJ)
Keywords
Where Protocol First is headquartered
LocationHeadquarters
- HQ city
- Berkeley
- HQ country
- United States
- HQ region
- North America
Markets served
Protocol First business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Protocol First product offering
Product offeringCore offering
Protocol First is an end-to-end clinical trial execution software platform that provides next-generation Electronic Data Capture (EDC) and Clinical Data Management System (CDMS) capabilities. The platform enables clinical research teams to design studies, capture data, and manage clinical trial operations in a unified system. It is targeted at organizations running clinical trials that need modern data capture and trial management tooling.
Product overview
Flatiron Health offers a comprehensive oncology data and AI platform. The company captures real-world data from millions of cancer patients globally and transforms it into actionable insights. Their offerings include Real-World Evidence solutions for Life Sciences and Point of Care solutions. Key products include Flatiron Telescope, an AI-powered platform delivering oncology insights rapidly. The company has generated over 2,000 publications informed by their real-world data.
Differentiator
Problem solved
Functional benefit
Brands
- Flatiron Telescope: AI platform delivering oncology insights in minutes
- Real-World Evidence
Products and services
- Protocol First Platform End-to-end clinical trial execution software platform providing next-generation Electronic Data Capture (EDC) and Clinical Data Management System (CDMS) capabilities for clinical research teams running clinical trials.
Companies that use Protocol First
Customer profileIdeal customer profiles1 record
Protocol First technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability3 records
Protocol First competitors and assessment
Company assessmentDirect peers
- Medrio: Medrio is a cloud-based EDC and eClinical platform serving biotech and CRO customers, with a comparable focus on faster study build and mid-tier sponsor workflows.
- REDCap: REDCap is a widely adopted electronic data capture tool, especially in academic and investigator-initiated trials. It is a frequent baseline competitor for Protocol First in research-oriented deployments.
- Castor: Castor offers a cloud EDC platform with a modern UX, popular with academic researchers, medtech, and small-to-mid biotech sponsors — closely overlapping the long-tail segment Protocol First targets.
- OpenClinica: OpenClinica provides EDC and ePRO software used by CROs, sponsors, and academic institutions. As an independent, focused EDC vendor, it is structurally similar in scale and scope to Protocol First.
Emerging players
- eClinical Solutions (elluminate): eClinical Solutions provides the elluminate clinical data platform focused on data review, analytics, and integrated EDC workflows. It overlaps with Protocol First on data management and clinical trial execution.
- Clinical Ink: Clinical Ink provides eCOA, ePRO, and related clinical trial data capture technologies. It is a partial competitor where Protocol First extends beyond core EDC into patient-facing data capture.
- TrialKit (Crucial Data Solutions): TrialKit offers an eClinical platform combining EDC, ePRO/eConsent, and remote monitoring. As a focused, multi-module clinical trial platform, it targets similar customer profiles.
Broad incumbents
- Medidata (Dassault Systèmes) — Rave EDC: Medidata's Rave EDC is one of the most widely deployed EDC platforms globally, part of the broader Medidata clinical cloud. It competes head-to-head with Protocol First for sponsor and CRO study builds.
- Oracle Clinical One: Oracle Clinical One is a unified clinical trial platform covering EDC, RTSM, and ePRO. As a large incumbent with global reach, it competes directly for mid-to-large sponsor EDC workloads.
- Veeva Systems (Vault EDC / Vault CDMS): Veeva's Vault platform includes a leading enterprise EDC and clinical data management suite serving global biopharma sponsors. It is the most consequential direct competitor to Protocol First in the regulated, enterprise-grade EDC category.
Market position
Strengths4 records
Weaknesses4 records
Key risks5 records
Key highlights4 records
Customer concentration
Protocol First social profiles
Digital presenceProtocol First financial estimates
Financial estimateRevenue estimate
Valuation estimate
Protocol First leadership team
Management profileNumber of profiles
Protocol First funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Protocol First 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 Protocol First
What does Protocol First do?
Protocol First is an end-to-end clinical trial execution software platform that provides next-generation Electronic Data Capture (EDC) and Clinical Data Management System (CDMS) capabilities. The platform enables clinical research teams to design studies, capture data, and manage clinical trial operations in a unified system. It is targeted at organizations running clinical trials that need modern data capture and trial management tooling.
Is Protocol First a public or private company?
Protocol First is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Protocol First founded?
Protocol First was founded in 2015. It employs 1 to 10 people.
Where is Protocol First based?
Protocol First is headquartered in Berkeley, United States, in the North America region.
Who are Protocol First's main competitors?
Direct peers on record are Medrio, REDCap, Castor and OpenClinica. Emerging players are eClinical Solutions (elluminate), Clinical Ink and TrialKit (Crucial Data Solutions). Broad incumbents are Medidata (Dassault Systèmes) — Rave EDC, Oracle Clinical One and Veeva Systems (Vault EDC / Vault CDMS).
Does Protocol First have an API?
No public API is recorded for Protocol First.
What industry is Protocol First in?
Protocol First's product category is Clinical Trial Software. Its primary akta.pro industry code is HLACAOAA, Electronic Data Capture (EDC) Platforms, with a secondary code of HLACAOAD, Clinical Trial Management Systems (CTMS). Its NAICS code is 541511 and its SIC code is 7372.