Financial Services Small to mid-market clinical research sites with 11-50 employees and a revenue range of 10M-25M present ongoing demand for specialized CTMS management and billing services to optimize cash flow and revenue performance.

Revenue Growth Value proposition centers on reducing days sales outstanding by handling investigator payments to sites, offering financial expertise and systems experience that directly ties to site revenue growth and cash flow stabilization.

Operational Leadership Target firms can benefit from access to a seasoned leadership team with deep CTMS and invoicing domain knowledge, including COO with 15 years in clinical research and a Co-founder with Wharton MBA and ten years of site financial management.

Tech Enablement Leverage existing tech stack integrations (Open Graph, Wix, WordPress, Google Cloud, Microsoft 365) to position as a scalable, cloud-based billing and reporting partner with easy onboarding and data accessibility.

Reporting & Oversight Market to sites seeking stress reduction in billing governance via robust internal reporting and oversight capabilities managed by a dedicated reporting director, appealing to directors and owners overloaded with revenue management tasks.