Trially AI Seed Round Secures $4.7M and Launches “Margo” to Solve Clinical Trial Recruitment Bottleneck

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KANSAS CITY, Mo.--(BUSINESS WIRE)--Sep 16, 2025--

Trially®, the AI-first clinical trial recruitment platform, today 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 Founders, from left to right: Kyle McAllister, CEO & Co-founder; Ramon Prieto, CTO & Co-founder; Trevor Welch, CPO & Co-founder.

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.

About Trially

Trially AI is shaping the future of clinical trial recruitment by matching, engaging and enrolling qualified patients faster. Proven to multiply enrollment rates by up to 6x, reduce screen failures by 73% and automate screening with ~95% accuracy. Trially AI automates patient matching and agentic outreach from any source – including EHRs, fully compliant with HIPAA, SOC 2, FDA CFR 21 Part 11 and ISO 27001. Designed for physicians, research sites, CROs and pharmaceutical sponsors, Trially empowers you to achieve outstanding results in clinical research. For more information visit trially.ai.

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CONTACT: Media Contacts:Trially

Marla Becker

[email protected]

718-753-1762

KEYWORD: UNITED STATES NORTH AMERICA MISSOURI

INDUSTRY KEYWORD: DATA MANAGEMENT TECHNOLOGY PROFESSIONAL SERVICES HEALTH GENERAL HEALTH VENTURE CAPITAL HEALTH TECHNOLOGY DATA ANALYTICS SOFTWARE ARTIFICIAL INTELLIGENCE CLINICAL TRIALS

SOURCE: Trially

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PUB: 09/16/2025 06:00 AM/DISC: 09/16/2025 05:59 AM

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