Trially Match and Connect (Margo)

Trially AI (Trially Inc.) is a clinical trial patient recruitment company based in Kansas City, United States. It addresses the enrollment bottleneck in clinical studies by matching patients to protocols and converting matches into enrolled participants. The website does not state a founding year.

Trially Match uses LLM agents to read medical records and identify eligible candidates, while Trially Connect (Margo) runs agentic AI outreach to pre-screen and engage patients and support scheduling. A third module, Trially Intelligence, offers feasibility analytics. The platform connects to EHR, CTMS and CRM systems and serves sponsors, CROs, research sites and hospitals.

• Trially Match: LLM agents read medical data to match patients to trial protocols.
• Trially Connect (Margo): agentic AI outreach pre-screens and engages candidates.
• Scheduling and engagement: supports patient scheduling and follow-up toward enrollment.
• Trially Intelligence: pipeline radar and feasibility analytics for matching trials to a patient population.
• System connectors: pre-built links to EHR, CTMS and CRM systems.
• Compliance: the site states HIPAA, SOC 2, 21 CFR Part 11 and ISO 27001 alignment.

CROs and research sites in Vietnam could use AI matching to screen hospital records for oncology or chronic disease trials. Sponsors running multi-country studies could use outreach automation to speed enrollment at regional sites.

Reduces manual chart review effort (the site claims about 90% less). Raises monthly enrollment (the site claims 2-6x more patients). Pre-screens and engages candidates automatically. Offers pre-built connectors to EHR, CTMS and CRM systems. Figures are company claims.

Patient recruitment is a leading cause of trial delays, and sponsors and CROs are adopting AI agents for pre-screening and outreach. In Asia-Pacific and Vietnam, growing numbers of international trials create demand for tools that find eligible patients in hospital records faster.

Seed round of USD 4.7M led by Flyover Capital (2025-09, per Startland News). Cofounders: Kyle McAllister (CEO), Ramon Prieto (CTO), Trevor Welch (CPO). No known Vietnam presence.