AI-first platform transforms recruitment delays into instant enrollments by matching, engaging and enrolling patients in clinical trials.
Trially®, the AI-first clinical trial recruitment platform, announced it has secured $4.7 million in funding and launched Margo, its agentic AI solution that multiplies trial enrollment by converting patient matches into participants.
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Trially is the first solution we’ve seen that not only identifies eligible patients, but also engages and enrolls them. We’re thrilled to back Kyle and the Trially team as they accelerate access to life-saving treatments.
Clinical trial recruitment remains one of healthcare’s most urgent challenges: With 86% of clinical trials delayed due to recruitment failures, the pharmaceutical industry is losing over $600,000 every day while patients wait years for treatments that could save their lives.
Trially is the first fully integrated AI platform to tackle the root cause of delay. Its HIPAA-compliant LLM agents safely analyze unstructured medical data to instantly match, connect and enroll patients in relevant trials — transforming a process that once required 100s of hours of manual chart reviews and cold calling into instant enrollment opportunities.
According to ClinTrial Research’s Chief Commercial Officer, Sam Searcy, “Trially’s proprietary AI has improved our ability to pre-screen candidates, reducing the time and resources typically spent on manual EHR chart reviews while improving the diversity and quality of our patient pools.”
“Patients like James Hicks shouldn’t have to wait 10 years for life-saving treatments while trials are running in their own backyard,” said Kyle McAllister, Co-founder and CEO of Trially. “We’re bridging the gap between life-saving medicine and the people who need it now.”
Meet Margo: Agentic AI that converts patient matches into participants
Margo is the newest addition to Trially’s platform, which unifies three powerful offerings:
- Trially Match – safely reads rich medical data to instantly match patients to trials
- Trially Connect – Margo agentic AI outreach directly pre-screens patient matches to convert qualified candidates into enrollments
- Trially Intelligence – pipeline radar that proactively alerts you to trials that are a fit for your patient population with instant feasibility analytics
“Recruitment has always been the bottleneck in clinical research,” said McAllister. “With Margo, we’re not just matching patients, we’re engaging and enrolling them. That’s what sets Trially apart: we can identify patients with ~95% screening accuracy and then agentic AI can engage them at the exact moment it matters most.”
The Numbers Tell a Compelling Story:
- 2–6x more patients enrolled per month in complex trials
- ~95% screening accuracy against eligibility criteria
- 73% fewer screen failures through better patient matching
- 91% less billable time spent on manual chart review
- $4M revenue increase for one site network in 3 months
- 10x more trial candidates identified instantly using AI
The Seed round was led by Flyover Capital, with participation from Alpaca, Atria, Blu Ventures, Looking Glass Capital, Redbud, The Council, and Gaingels.
“Clinical trial recruitment has been the industry’s Achilles’ heel for decades,” said Thad Langford, Founding Partner at Flyover Capital. “Trially is the first solution we’ve seen that not only identifies eligible patients, but also engages and enrolls them. We’re thrilled to back Kyle and the Trially team as they accelerate access to life-saving treatments.”
With its new funding, Trially will accelerate adoption of its platform across research sites, pharmaceutical sponsors, CROs and physician networks, ensuring sponsors can avoid costly delays and patients can access life-saving treatments when it matters most.
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