Read and Note
Read and Note LLC is a Boston-based, Setforth Research-owned software company that sells an AI-powered, HIPAA-compliant content management and collaboration platform to research, education, financial, and government institutions.
- Company typePrivate
- Founded2023
- HeadquartersBoston, United States
- Headcount101–250
- GTM typeB2B
- OfferingSoftware
What Read and Note does
Read and Note LLC is a Boston-based, privately held software company that provides an AI-powered content management and collaboration platform for institutional buyers. Founded in 2023 as a wholly-owned subsidiary of Setforth Research, the company markets a unified product that combines proprietary "Annotated AI" technology, generative image AI, and ChatGPT integration with certified metadata linked to authoritative research databases such as NIH and PubMed. Its offering is delivered as a ready-made platform or as custom-built solutions, and is composed of four integrated modules: a Remote Learning Gateway, Virtual Conference Events, a Collaborative Research Portal, and HIPAA-compliant Secure Tele Conferencing.
The company goes to market via direct enterprise sales, targeting research hospitals, universities, financial institutions, government agencies, and HR/unions organizations. Named reference customers include Mt Sinai Research Hospital, Northwell Health, IMF, the Bodleian Library at Oxford, Harvard, NYU, Fidelity, Bain, PwC, and USPS, among others, though pricing is not publicly disclosed and is quote-based. The platform is fully HIPAA compliant and emphasizes secure handling of sensitive data as a core differentiator. Read and Note is led by Francis Olschafskie, who also serves as CEO of the parent Setforth Research.
Revenue mechanics are subscription or project-based with no public pricing, and no external venture or growth-stage funding has been disclosed. The business appears bootstrapped through its parent, with growth dependent on direct institutional sales rather than capital-driven scaling.
Read and Note firmographics
Firmographics- Name
- Read and Note
- Legal name
- Read and Note LLC
- Website
- https://readandnote.com
- Company type
- Private
- Founded year
- 2023
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Read and Note LLC is a Boston-based, Setforth Research-owned software company that sells an AI-powered, HIPAA-compliant content management and collaboration platform to research, education, financial, and government institutions.
- Ownership category
- akta.pro rank
Read and Note industry classification
Industry- Product category
- AI-Powered Collaboration Software
- NAICS
- Software Publishers (513210), Custom Computer Programming Services (541511)
- SIC
- Services-Prepackaged Software (7372), Services-Computer Programming Services (7371)
- akta.pro primary industry
- Virtual Visit & Video Conferencing APIs/SDKs (HIPAA-compliant) (HLALAKAA)
- akta.pro secondary industries
- Care Team Collaboration, Secure Messaging & Clinical Communication within EHR (HLACAAAK), Patient Engagement, Education & Messaging Platforms (portal/CRM integrated) (HLALABAJ), Content Curation & Bookmarking/Read-Later Platforms (MPACAKAH)
Keywords
Where Read and Note is headquartered
LocationHeadquarters
- HQ city
- Boston
- HQ country
- United States
- HQ region
- North America
Markets served
Read and Note business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Operations, Marketing or Sales, Infrastructure
Revenue model
- Platform Licensing/Subscription: Read and Note platform is offered as a readymade AI powered platform, likely on subscription basis. SetForth also builds custom platforms to specifications, suggesting project-based or licensing revenue.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels1 record
Read and Note product offering
Product offeringCore offering
Read and Note develops and delivers an AI-powered, HIPAA-compliant cloud platform for secure digital content management, collaboration, remote learning, virtual conferencing, and content authentication. The ready-made Read and Note Platform is sold to institutions including research hospitals, universities, financial institutions, and government agencies, while Setforth also builds custom variants to client specifications. Native modules include Remote Learning Gateway, Virtual Conference Events, Collaborative Research Portal, and Secure Tele Conferencing, all underpinned by proprietary Annotated AI, AI image generation, and ChatGPT integration.
Product overview
Read and Note is a unified AI-powered content platform developed by Setforth Research. The core Read and Note Platform serves as the main offering, with integrated modules including Remote Learning Gateway, Virtual Conference Events, Collaborative Research Portal, and Secure Tele Conferencing. The platform combines annotated AI technology, AI image generation, and CHATGPT capabilities to provide secure content presentation, distribution, authentication, and collaboration tools for institutions including research hospitals, universities, and financial organizations.
Differentiator
Problem solved
Functional benefit
Brands
- Read and Note platform: A Setforth developed ready-made AI powered platform that changes the way content is presented and distributed.
Products and services
- Read and Note Platform A ready-made AI-powered cloud platform that changes the way content is presented and distributed, combining proprietary Annotated AI, AI image generation, and ChatGPT integration with HIPAA-compliant infrastructure, certified meta-data joins to authoritative sources such as NIH and PubMed, and integrated modules for collaboration, remote learning, virtual conferences, and secure teleconferencing, sold to research hospitals, universities, financial institutions, and government agencies.
Companies that use Read and Note
Customer profileNamed customers24 records
Segments5 records
Ideal customer profiles4 records
Read and Note technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
AI capability7 records
Feature8 records
Read and Note partnerships and signals
Strategic signalScale indicators1 record
Recent moves6 records
Expansion highlights4 records
Read and Note competitors and assessment
Company assessmentBroad incumbents
- Elsevier (RELX): Major research, scholarly, and clinical information platform with deep integration to PubMed/MEDLINE and academic workflows. Comparable for the research-content and NIH/PubMed meta-integration layer of Read and Note's Collaborative Research Portal.
- Microsoft Teams: Bundled collaboration, video, and event platform embedded in Microsoft 365 and widely adopted by the same enterprise, healthcare, and education buyers. Competes on secure content collaboration and conferencing.
- Cisco Webex: Enterprise video conferencing, events, and collaboration suite with HIPAA and FedRAMP offerings used by financial, healthcare, and government buyers. Comparable as a secure institutional teleconferencing and events competitor.
Direct peers
- Cvent: Enterprise event and virtual conference management platform used by universities, associations, and corporations. Directly comparable to Read and Note's Virtual Conference Events and Remote Learning Gateway modules.
- Box: Secure cloud content management and collaboration platform with HIPAA, FedRAMP, and enterprise compliance. Comparable as a secure document/content collaboration platform sold to regulated institutional buyers.
- Zoom: Dominant enterprise video and collaboration platform with HIPAA-compliant offerings. Comparable as a secure teleconferencing and event platform sold to the same institutional buyers (healthcare, education, financial services).
- Doximity: HIPAA-compliant collaboration and telehealth platform purpose-built for healthcare professionals and institutions. Comparable as a secure, healthcare-specialized collaboration and communication tool sold to hospitals and research centers.
- Notion: Workspace platform for content authoring, notes, and team collaboration. Comparable as a content-presentation and collaboration layer for institutional teams, though without Read and Note's healthcare-specific compliance and conferencing modules.
Emerging players
- D2L Brightspace: Learning management platform serving higher education and continuing-education institutions with virtual classrooms, conferencing, and credit tracking. Comparable to the Remote Learning Gateway module serving educational institutions.
- Doxy.me: HIPAA-compliant telehealth video platform widely used by clinics and hospitals. Comparable as a lightweight, compliance-focused secure conferencing solution for healthcare buyers.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Read and Note social profiles
Digital presenceRead and Note compliance and trust
Trust signalCompliance1 record
Read and Note financial estimates
Financial estimateRevenue estimate
Valuation estimate
Read and Note leadership team
Management profileNumber of profiles
Profiles1 record
Read and Note funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Read and Note 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 Read and Note
What does Read and Note do?
Read and Note develops and delivers an AI-powered, HIPAA-compliant cloud platform for secure digital content management, collaboration, remote learning, virtual conferencing, and content authentication. The ready-made Read and Note Platform is sold to institutions including research hospitals, universities, financial institutions, and government agencies, while Setforth also builds custom variants to client specifications. Native modules include Remote Learning Gateway, Virtual Conference Events, Collaborative Research Portal, and Secure Tele Conferencing, all underpinned by proprietary Annotated AI, AI image generation, and ChatGPT integration.
Is Read and Note a public or private company?
Read and Note is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Read and Note founded?
Read and Note was founded in 2023. It employs 101 to 250 people.
Where is Read and Note based?
Read and Note is headquartered in Boston, United States, in the North America region.
How does Read and Note make money?
One revenue line is on record: platform Licensing/Subscription.
Who are Read and Note's main competitors?
Broad incumbents on record are Elsevier (RELX), Microsoft Teams and Cisco Webex. Direct peers are Cvent, Box, Zoom, Doximity and Notion. Emerging players are D2L Brightspace and Doxy.me.
Does Read and Note have an API?
No public API is recorded for Read and Note.
What industry is Read and Note in?
Read and Note's product category is AI-Powered Collaboration Software. Its primary akta.pro industry code is HLALAKAA, Virtual Visit & Video Conferencing APIs/SDKs (HIPAA-compliant), with a secondary code of HLACAAAK, Care Team Collaboration, Secure Messaging & Clinical Communication within EHR. Its NAICS code is 513210 and its SIC code is 7372.