UpSite Clinical

What UpSite Clinical does

UpSite Clinical, operating under the TrialPro brand, is a private SaaS company founded in 2023 and headquartered in Tiburon, California. The company builds an AI-powered clinical trial budgeting and Medicare coverage analysis platform used by clinical research sites, pharmaceutical sponsors, and contract research organizations (CROs) to reduce friction in study startup. Its core product, TrialPro, automates the conversion of clinical trial protocols into defensible budget grids, auto-maps protocol procedures to CPT and Research Codes, detects commonly unbudgeted work using AI search over protocol documents and operations manuals, and performs AI-assisted Medicare coverage analysis that references National Coverage Determinations, Local Coverage Determinations, Local Coverage Articles, and disease-specific treatment guidelines. The company explicitly positions itself as neutral, shared infrastructure serving both sides of the sponsor-site negotiation rather than a tool built for one party, with named customers including Science 37, CNS Healthcare, Encore Medical Research, K2 Medical Research, and Dartmouth Health.

The platform combines AI-driven document understanding of protocol PDFs, a knowledge retrieval layer over Medicare coverage determinations, and a benchmarking dataset derived from finalized budgets executed within the prior two years, adjusted for inflation and contextualized by therapeutic area, phase, site location, size, and type. TrialPro is delivered as a tiered SaaS product: a free Basic tier for individual sites at trialpro.ai, a Professional tier with AI budget creation and custom benchmarks, and an Enterprise tier supporting multi-site networks with onboarding and flexible study capacity. Go-to-market is a hybrid of product-led growth through the free signup funnel and direct enterprise sales for paid tiers, supplemented by industry events, webinars, and strategic partnerships with Attain Partners and Vitalief. The company is founder-led by CEO and co-founder David Rodin, appears bootstrapped with no disclosed funding rounds, and operates exclusively in the United States, consistent with the Medicare-centric regulatory scope of its coverage analysis product.

The platform combines AI-driven document understanding of protocol PDFs, a knowledge retrieval layer over Medicare coverage determinations, and a benchmarking dataset derived from finalized budgets executed within the prior two years, adjusted for inflation and contextualized by therapeutic area, phase, site location, size, and type. TrialPro is delivered as a tiered SaaS product with three pricing tiers: a free Basic tier for individual sites at trialpro.ai, a Professional tier adding AI budget creation from protocols and custom benchmarks, and an Enterprise tier for multi-site networks with onboarding support, flexible study capacity, and priority service. Go-to-market is a hybrid model combining product-led growth via the free signup funnel with direct enterprise sales for paid tiers, supplemented by industry events, content marketing, webinars, and strategic partnerships with Attain Partners and Vitalief. The company is founder-led by CEO and co-founder David Rodin, appears bootstrapped with no disclosed funding rounds, and operates exclusively in the United States, consistent with the Medicare-centric regulatory scope of its coverage analysis product.

Name

UpSite Clinical

Legal name

Upsite Clinical Inc.

Website

https://upsiteclinical.com

Company type

Private

Founded year

2023

Operating status

Operating

Headcount range

11–50 employees

Short description

UpSite Clinical, operating as TrialPro, is a US-based SaaS company providing AI-powered clinical trial budgeting and Medicare coverage analysis software for clinical research sites, sponsors, and CROs to accelerate study startup.

Ownership category

akta.pro rank

Product category

Clinical Trial Budgeting Software

NAICS

Software Publishers (513210)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Clinical Trial Financial Management & Payments (Site Budgeting) (HLAGACAM)

akta.pro secondary industries

Site & Investigator Platforms (Site Payments, Feasibility, Activation) (HLACAOAJ), Clinical Trial Site Operations & Study Coordination (HLAGACAE), Decentralized/Hybrid Trial Enablement (DCT) Platforms (HLACAOAL)

Keywords

• Clinical trial budgeting
• Medicare coverage analysis
• Clinical research software
• AI protocol analysis
• Fair-market value benchmarking

Headquarters

HQ city

Belvedere Tiburon

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure

Revenue model

1. SaaS Subscription (Tiered Plans): Tiered subscription model with Basic (free), Professional (contact sales), and Enterprise (contact sales) tiers. Revenue generated from subscription fees for access to the TrialPro platform, with pricing based on organizational size and feature requirements.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

UpSite Clinical sells the TrialPro cloud-based SaaS platform, which uses AI to automate clinical trial budgeting from protocol documents and to perform Medicare coverage analysis mapping protocol procedures to NCDs, LCDs, LCAs and treatment guidelines. The platform also provides fair-market value benchmarks and centralized rate cards and justifications, sold to clinical research sites, sponsors, and CROs via tiered Basic (free), Professional, and Enterprise subscriptions.

Product overview

UpSite Clinical offers a single unified platform called TrialPro for clinical trial budgeting and Medicare coverage analysis. The platform serves the complete clinical trial ecosystem with tailored workflows for clinical research sites (Basic, Professional, and Enterprise tiers) and sponsors/CROs. TrialPro automates budget generation from protocol documents, performs AI-powered coverage analysis to determine Medicare billable versus sponsor-covered procedures, and provides fair-market value benchmarks contextualized by therapeutic area, phase, site location, size, and type. The platform enables shared assumptions between sites and sponsors to reduce rework and accelerate study startup timelines.

Differentiator

Problem solved

Functional benefit

Brands

• TrialPro: AI-powered clinical trial budgeting and coverage analysis platform that enables sites, Sponsors, and CROs to align assumptions, reduce friction, and start studies sooner.

Products and services

• TrialPro

Quantifiable outcome

• Cut study startup time in half
• +3 more outcomes

Named customers10 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability6 records

Feature6 records

Partnerships

Two partnerships are on record, tiered core and minor.

• Attain PartnerscoreStrategic or Co-development PartnerStrategic partnership for joint virtual sessions on accelerating clinical trial study startup at academic medical centers. Attain Partners Principal Istvan Fekete and UpSite Clinical's Greg Lubin co-present on operational approaches and AI application to budgeting and coverage analysis.
• VitaliefminorStrategic or Co-development PartnerPartner organization displayed in Strategic Relationships section alongside Attain Partners. Nature of partnership indicated as strategic collaboration.

Scale indicators4 records

Recent moves4 records

Expansion highlights5 records

Broad incumbents

• Oracle Clinical One: Oracle Health Sciences' Clinical One platform unifies EDC, RTSM, and trial management for sponsors; as Oracle layers AI into study startup and budgeting, it sits in the same competitive set as TrialPro for sponsor-side workflows.
• IQVIA: IQVIA combines clinical research services with proprietary technology and analytics used by sites and sponsors for budgeting, feasibility, and country-level cost modeling — a broad incumbent with the scale to bundle TrialPro-like capabilities.
• Medidata (Dassault Systèmes): Medidata's Rave Clinical Cloud provides EDC, RTSM, CTMS, and increasingly AI-augmented trial design for sponsors, putting it in direct competition for budget-relevant workflows upstream and downstream of TrialPro.
• Advarra: Advarra (post-Forte and Huron) sells IRB, CTMS, eRegulatory, and site/sponsor technology solutions — competing for the same site and sponsor buyers with a broader portfolio than TrialPro.
• Veeva Systems: Veeva Vault CTMS, eTMF, and EDC serve the same sites, sponsors, and CROs as TrialPro. As Veeva adds AI capabilities, it is the most strategically credible threat to a standalone budgeting/coverage platform.
• WCG: WCG runs the Clinical Research Payment Resource that many sites rely on for coverage analysis, and offers adjacent IRB, feasibility, and site services — overlapping most directly with TrialPro's Coverage Analysis and Medicare billability workflows.

Direct peers

• Bio-Optronics: Bio-Optronics' Clinical Conductor CTMS is the dominant site-facing CTMS with budgeting modules; it's a primary incumbent that TrialPro may displace or integrate alongside for site study-startup financials.
• Greenphire: Greenphire's ClinCard and Financial Lifecycle Management suite handles clinical trial site payments, budgeting, and financial workflows — overlapping directly with TrialPro's budgeting, rate card, and fair-market-value benchmarking capabilities for sites and sponsors.
• Clinical Finity: Clinical Finity sells protocol-to-budget automation software for clinical research sites and CROs, sharing TrialPro's core wedge of compressing budget build/negotiation timelines using protocol-driven automation.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/upsite-clinical

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about UpSite Clinical