For Site Management Organizations

Clinical trial recruitment, redesigned at the network layer.

Connecting patients, sites, and sponsors through one intelligence engine.

Coming Soon
Platform launches Q3 2026 · Founding partner spots now reserved
The Problem

Clinical trial recruitment is the largest unsolved problem in drug development.

A $87B industry runs on manual matching, fax-based outreach, and infrastructure built for a different decade. The patients exist. The trials exist. The intelligence layer connecting them does not.

$87B
Global clinical trial market
Growing to $150B by 2034. Recruitment is the single largest cost driver — and the segment where AI is growing fastest, at 27% annually.
80%
of trials miss enrollment timelines
Sponsor delay costs run $600K to $8M per day. Recruitment is the bottleneck — not the science, not the regulators, not the protocol.
85%
of patients never know an eligible trial exists
Eligible patients sit in community practices and regional hospitals with no infrastructure connecting them to the research sites that need them.
$500M+
cost of a single late-stage trial
Phase III protocols routinely exceed half a billion dollars. The recruitment intelligence layer that protects this investment does not yet exist.
The Platform

One platform. Four audiences. One network underneath.

Modular by design. Start with what you need, add modules as you scale. From SMOs running portfolios of trials to patients searching for the trial that fits.

Module

AI Recruitment Engine

Auto-screens your entire patient database, determines protocol eligibility, and makes initial screening calls. Reads structured and unstructured EMR data — progress notes, faxes, PDFs.

60% faster enrollment
+
Module

Document AI Intelligence

AI parses protocols and patient charts automatically. Auto-populates patient records and CRFs. CDISC TMF-aligned document management with SMO-native hierarchy.

>80% time saved on paperwork
+
Module

Trial Operations Hub

Real-time milestone tracking, visit scheduling, and trial-wide coordination. One command center across every protocol, every site, every sponsor.

Trial-wide visibility
+
Module

Integrated Payment Hub

Auto-generates invoices when trial events occur. Sponsor-to-site payment orchestration with automatic reconciliation. Zero manual billing overhead.

Paid in 30 days vs. 90
+
Module

Intelligent Patient Database

One centralized active patient database. Match patients across all open trials. AI ranks candidates by protocol fit and historical engagement.

Multi-trial matching
+
Module

Business Development Suite

Integrated sponsor outreach, opportunity tracking, and proposal management. Built for SMO growth teams that need to win more trials, not just run them.

Pipeline to proposal
+
Service

Protocol Parsing

Submit any protocol PDF — receive structured eligibility criteria, visit schedules, and budget breakdowns ready to deploy. Per-protocol pricing.

Hours of work in minutes
+
Service

eSource Generation

Automated electronic source document generation from your visit data. Audit-ready, regulator-compliant, sponsor-formatted.

Per-site monthly
+
Service

Patient Dataset Compilation

On-demand structured datasets compiled from your patient records — for sponsor reporting, regulatory submissions, or internal analytics.

Per-patient pricing
+
Infrastructure

HIPAA-Compliant Architecture

End-to-end encryption, role-based access, full audit logs. Built on AWS with regional redundancy and 21 CFR Part 11-ready architecture.

Audit-ready from day one
+
Infrastructure

EMR & Sponsor Integrations

Connect to Epic, Cerner, and other EMRs. Bi-directional sync with sponsor systems and contact tools like Apollo for outreach.

Bi-directional sync
+
Infrastructure

Modular Pricing

Buy only the modules you need. Add more as you scale. Per-patient performance fees on recruitment. No six-figure annual contracts required.

From $2,500/month
+
Module

De-Identified Cohort Matching

Your patient population is matched against active trials without PHI ever leaving your system. AI identifies eligible cohorts using de-identified records only.

PHI never leaves your network
+
Module

Outcome Feedback Loop

See what happens to the patients you refer. Structured outcome summaries are returned after trial completion — closing the loop on continuity of care.

Closed-loop continuity
+
Module

Referral Revenue Stream

Generate new revenue from a population you already serve. Fair-market-value compensation for chart review, screening coordination, and outreach.

FMV-compliant referral fees
+
Service

Trial Discovery for Patients

Equip your physicians with a tool to find relevant trials at the point of care. Match patient diagnosis and history against open studies in seconds.

Point-of-care match
+
Service

Consent & Coordination

Digital consent workflows, scheduling, and patient handoff to research sites. No new staff required — esslead handles the coordination.

Zero workflow disruption
+
Infrastructure

EMR-Native Integration

Plugs into Epic, Cerner, athenahealth, and other systems you already use. No data migration. No parallel database. No new logins.

Works with what you have
+
Module

AI-Powered Trial Insights

Real-time recruitment performance, screen failure analysis, and site benchmarking across your entire portfolio. The dashboard CTMS has been promising for 20 years.

Live portfolio intelligence
+
Module

Trial Site Matching

AI ranks sites by actual patient pool fit, historical enrollment velocity, and protocol match. Replaces manual feasibility studies with network-scale data.

Network-scale feasibility
+
Module

Protocol Improvement Engine

Identify eligibility criteria likely to slow enrollment before activation. Cross-network analysis of historical trial outcomes flags amendable protocol elements.

Pre-activation protocol QA
+
Module

In-Silico Trial Optimization

Run synthetic trial simulations against de-identified network cohorts before activating sites. Test protocol amendments without burning real screen failures.

Simulate before you activate
+
Service

Enrollment Velocity Forecasting

Predict enrollment timelines before contracts are signed. Cross-network historical data delivers actuarial-grade enrollment forecasts.

Forecast before contract
+
Service

Real-Time Performance Reporting

Aggregate, structured reporting across every site running your trial. No more chasing weekly status reports from CRAs.

Always-on visibility
+
Module

Trial Discovery

Find clinical trials matched to your medical history, not just your zip code. AI matching based on full chart context, not just diagnosis codes.

Matched to your history
+
Module

Digital Scheduling & E-Consent

Schedule visits, sign consent forms, get visit reminders — all in one place. Multilingual support and accessibility built in from day one.

All in one place
+
Module

Payment & Reimbursement Tracking

Track stipends, mileage, and reimbursements in real time. Transparent payment timelines — no more wondering when or whether you'll be paid.

Transparent payments
+
Service

Outcome Updates & Care Continuity

Receive structured updates on trial outcomes and ongoing care continuity. Your participation contributes to the next match for the next patient.

Closing the loop
+
The Network

Clinical trials, connected.

esslead is not a tool sold to one customer. It is a network that gets more valuable as it grows. Fills trials faster. Finds sites that fit. Turns patient populations into research access. Helps patients discover trials that could change their lives.

3-sided
Patients · Sites · Sponsors
5 sources
Practices, hospitals, advocacy groups, pharmacies, self-enrollment
1 engine
Every match makes the next match smarter
Day-one ready
Architecture built for AI trial simulation from launch
The Vision

The network we build today is the dataset that runs tomorrow's trials.

Every de-identified match, every screen failure, every protocol amendment becomes training data for a model that one day runs trials in silico, testing protocols against synthetic cohorts before a single patient is screened.

Practices Established care Hospitals Acute & complex cases Advocacy groups Disease-engaged communities Pharmacies Active medication populations SMOs / patients Active research participants Intelligence engine — esslead core IP Every match makes the next match smarter SMOs / sites Full CTMS + coordinator tools Recruitment pipeline + payments Sponsors / CROs Feasibility reports Site matching + velocity Patients Trial discovery + consent Scheduling + compensation Generative research layer In-silico trial execution · Synthetic cohort generation · Protocol design optimization Proprietary models trained on de-identified network outcomes — unlocked at scale

The first three layers are the product. The fourth layer is the asset. Each match made today trains the network for the trials of tomorrow.

Founding Partner Program

We are selecting our founding network.

esslead is reserving founding partner spots for SMOs, practice networks, and sponsors who want to shape what we build. In exchange for real-world validation, founding partners receive permanent preferred pricing, direct access to the founding team, and the ability to define our roadmap.

01
50% off during pilot phase Full platform access — every module included — at half price during the validation period.
02
Permanent founding-member pricing Locked preferred rates that never increase — even as our standard pricing scales with the platform.
03
Shape the product roadmap Your operational pain points become our top engineering priorities. Direct input into every release.
04
White-glove implementation Dedicated founding team support throughout onboarding, deployment, and your first year of operations.
For Investors

Built by operators who've lived the problem.

esslead is led by a team combining clinical trial domain expertise with deep AI capability — the combination CTMS has been missing. We're actively raising our seed round.

The team

Joseph Mooney — CEO · Clinical. Former Clinical Research Coordinator at Yale. MS in neural engineering at the University of Miami. Previously operator at two clinical-trial-tech startups.

Sofya Levitina — COO · AI Scientist. Computational modeling and astrophysics (5+ yrs). AI scientist at a biotech firm working on aging and Alzheimer's. Clinical trial data architect with a sponsor-side perspective.

The opportunity

$200M US SMO software market, growing 12–14% annually. We are the only platform combining AI-native recruitment, document automation, and modular pricing — built for the buyer enterprise CTMS has ignored.

Active seed round underway. Pitch deck and financials available on request.

Request investor materials →