Trially AI Raises $4.7M Seed Round, Launches AI for Clinical Trial Enrollment
Trially AI has secured $4.7 million in seed financing led by Flyover Capital, with participation from Alpaca, Atria, Blu Ventures, Looking Glass Capital, Redbud, The Council, and Gaingels. The company also launched Margo, an agentic AI system designed to address one of the most persistent bottlenecks in clinical trials: patient recruitment and enrollment.
Clinical trial recruitment delays reportedly affect 86% of trials, costing the pharmaceutical industry an estimated $600,000 per day. Trially’s platform is built to streamline this process by analyzing unstructured medical records and converting patient matches directly into participants.
Trially Founders, from left to right: Kyle McAllister, CEO & Co-founder; Ramon Prieto, CTO & Co-founder; Trevor Welch, CPO & Co-founder.
The company describes three integrated components of its platform:
- Trially Match – processes medical data to identify eligible trial candidates.
- Trially Connect (Margo) – uses AI-driven outreach to pre-screen and engage patients.
- Trially Intelligence – provides trial feasibility analytics and alerts sites to relevant studies.
Deployments have resulted in two- to sixfold increases in monthly enrollments, ~95% screening accuracy against eligibility criteria, 73% fewer screen failures, and a 91% reduction in time spent on manual chart review. One site network recorded a $4 million revenue increase within three months.
Trially states that its system maintains compliance with major healthcare and technology standards, including SOC 2, HIPAA, FDA 21 CFR Part 11, and ISO 27001, and is hosted on Google Cloud Platform. The platform integrates with electronic health record systems such as Epic, AthenaHealth, ModMed, and Oracle/Cerner, among others, as well as CRM and CTMS platforms including Salesforce, Hubspot, CRIO, and RealtimeCTMS.
Trially Connect (Margo) is designed to convert qualified patient matches into enrolled participants. It engages individuals through voice, text, and email, handling pre-screening, scheduling, and follow-up to reduce workflow gaps that often cause candidates to be lost. It can work from existing patient lists or integrate directly with EHR and CRM platforms, reactivating dormant populations and building a trial-ready pool.
With the new funding, Trially plans to expand adoption of its system across clinical research sites, pharmaceutical sponsors, CROs, and physician networks.
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Topic: Biotech Ventures
