INVESTORS

$65B
9-FIG
Investor Opportunity

Building the Next Nine-Figure Patient Recruitment Platform

We have the insider playbook. The clinical research credentials. The enterprise marketing expertise. And a clear 5-7 year exit plan with proven precedents.

$65B
+12% YoY
Clinical Trial Services Market

THE $65 BILLION OPPORTUNITY

Every day a clinical trial misses its enrollment deadline, sponsors lose $600,000 to $8 million. This happens to 80% of trials. Over the life of a trial, enrollment delays can add $50 million or more in unexpected costs.

Patient recruitment is the #1 bottleneck in drug development—and the biggest opportunity.

The clinical trial services market is $65 billion and growing 12% annually. Patient recruitment platforms have achieved multiple nine-figure exits. New FDA diversity mandates create additional tailwinds for companies with the right capabilities.

We're building the next platform to capture this opportunity.

5 REASONS INVESTING IS A NO-BRAINER

#1

FOUNDER BUILT THIS BEFORE

You're not funding someone learning on your dime.

Our founder was Senior Marketing Manager at a leading patient recruitment platform before its nine-figure acquisition. He knows the playbook, the pitfalls, and the path to exit—because he's traveled it before.

Hands-on experience scaling patient recruitment Understands what acquirers value Knows the operational challenges and how to solve them Direct experience with platform that achieved nine-figure exit
#2

RARE EXPERTISE CONVERGENCE

This trifecta doesn't exist anywhere else.

🎯
Patient Recruitment Insider
Senior role at platform before nine-figure acquisition
🔬
Published Medical Researcher
70+ citations from MD Anderson, Baylor, Case Western
📈
Fortune 500 Marketing Expert
15+ years at Boeing, Sally Beauty, Innodata; 1,793% lead improvement; $54M revenue contribution

Most patient recruitment founders have ONE of these. We have all three.

#3

PROVEN MODEL—NOT AN EXPERIMENT

We're replicating a model that has driven multiple nine-figure exits.

The patient recruitment business model is proven: digital patient acquisition, rigorous pre-screening, technology platform for sites and sponsors, performance-based pricing. Multiple companies have scaled this model to nine-figure valuations.

We're not inventing something new
Better technology and leaner operations
Higher margins (55-65% gross margin)
Clear path to scale based on proven precedents
#4

MULTIPLE EXIT PATHS PROVEN

Strategic acquirers are actively buying patient recruitment capabilities.

Recent exits and raises:
• Multiple nine-figure patient recruitment platform acquisitions
• Trials24 acquired by SubjectWell (2024)
• Antidote acquired by Prognos
• Elligo Health Research raised $135M
Target acquirers:
Tier 1 CROs: IQVIA, PPD (Thermo Fisher), Syneos, Medpace
Healthcare Tech: Medidata, Veeva, Oracle Health Sciences
Private Equity: Healthcare-focused PE firms building clinical services platforms
#5

THE MATH WORKS

Clear returns at realistic exit valuations.

Example: $100K investment at 2.5% equity
Year 3 @ $8M
$200K
2x return
Year 5 @ $25M
$625K
6.25x return
Year 7 @ $100M exit
$2.5M
25x return

These aren't fantasy numbers—they're based on comparable exits in this space.

5 STRATEGIES THAT SCALE TO NINE FIGURES

These are the strategies that powered nine-figure exits—and we're implementing all of them:

Strategy 1

PERFORMANCE-BASED PRICING

Clients pay for enrolled patients, not leads or activity. This eliminates client risk and creates perfect alignment.

Strategy 2

DIGITAL PATIENT ACQUISITION AT SCALE

Patients are online, searching for treatment options. We reach them through Facebook, Google, and programmatic networks. This scales infinitely.

Strategy 3

RIGOROUS PRE-SCREENING

Contacting patients within minutes and verifying eligibility before site referral. This reduces screen failures from 50%+ to 10-15%—sites love us.

Strategy 4

ENTERPRISE CRO PARTNERSHIPS

Portfolio-level deals with major CROs create recurring revenue. One Tier 1 CRO partnership can represent $5M+ annually.

Strategy 5

REGULATORY TAILWIND (FDA DIVERSITY)

FDA's 2025 Diversity Action Plan requirements create mandatory demand. Our bilingual capabilities give us an unfair advantage.

5-7 YEAR EXIT PLAN

We are building to exit within 5-7 years maximum. Here's the specific roadmap:

1-2

FOUNDATION & TRACTION

Enrollment volume: Scale to 100-200 enrolled patients/month
Partnerships: Secure 3-5 CRO portfolio partnerships
Team: Build to 10-15 people
Revenue: $1.5M-$3M ARR
Milestone: Demonstrate repeatable customer acquisition and positive unit economics
3-4

SCALE & MARKET POSITION

Enrollment volume: Scale to 500-1,000 enrolled patients/month
Partnerships: Expand to 10-15 CRO partnerships including Tier 1 (IQVIA, PPD, Syneos)
Technology: Build proprietary AI pre-screening and predictive enrollment tools
Revenue: $8M-$15M ARR
Milestone: Recognized leader in digital patient recruitment
5-7

EXIT EXECUTION

Enrollment volume: 2,000+ enrolled patients/month
Revenue: $20M-$40M ARR
EBITDA margin: 25-35%
Process: Engage investment bank for sale process
Target exit valuation: $75M-$150M (4-6x revenue multiple)
Target acquirers: IQVIA, PPD (Thermo Fisher), Medidata, Syneos Health, healthcare-focused PE

FINANCIAL PROJECTIONS

UNIT ECONOMICS

Average revenue per enrolled patient: $1,500
Patient acquisition + qualification cost: $400-600
Gross margin: 55-65%
Contribution margin after overhead: 35-45%

REVENUE PROJECTIONS

Y1
$500K-$1M
Y2
$1.5M-$3M
Y3
$4M-$8M
Y4
$8M-$15M
Y5
$15M-$25M
Y6
$25M-$35M
Y7
$35M-$50M

INVESTMENT OPPORTUNITIES

All investments include preferred equity, 2x liquidation preference, anti-dilution protection, monthly reporting, and pro-rata rights.

$25,000
0.625% Equity
• Entry-level angel investment
• Quarterly investor updates
Exit @ $15M: $94K (3.75x)
Exit @ $100M: $625K (25x)
⭐ Recommended
$100,000
2.5% Equity
• Best risk-adjusted returns
• Monthly reporting + quarterly investor calls
Exit @ $15M: $375K (3.75x)
Exit @ $100M: $2.5M (25x)
$250,000
7% Equity
• Lead investor position
• Board observer rights
Exit @ $15M: $1.05M (4.2x)
Exit @ $100M: $7M (28x)
$500,000
12% Equity
• Strategic investor
• Board seat option
Exit @ $15M: $1.8M (3.6x)
Exit @ $100M: $12M (24x)
$1,000,000
20% Equity
• Major institutional investor
• Board seat + governance rights
Exit @ $15M: $3M (3x)
Exit @ $100M: $20M (20x)
Series A
$5,000,000
33% Equity
• Growth capital round
• 2 board seats + acquisition veto rights
Exit @ $15M: $5M (1x)
Exit @ $100M: $33M (6.6x)

USE OF FUNDS

$100K-$250K
Launch
40% Patient Acquisition: Digital advertising to acquire patients
25% Team: Patient qualification coordinators
15% Technology: Platform development and maintenance
10% Business Development: CRO partnership outreach
10% Legal/Operations: Contracts, compliance, overhead
Capacity: 25-50 enrolled patients/month
$500K-$1M
Scale
35% Patient Acquisition: Scaled digital campaigns
30% Team: Expanded qualification team + account management
15% Technology: Platform enhancements, AI features
10% Business Development: Dedicated BD team
10% Operations: Infrastructure, compliance, admin
Capacity: 100-200 enrolled patients/month
$5M
Dominance
30% Patient Acquisition: $1.5M for enterprise-scale campaigns
25% Team: $1.25M for 30-50 person organization
20% Technology: $1M for AI platform, predictive tools
15% Business Development: $750K for enterprise sales team for Tier 1 CROs
10% M&A: $500K to acquire complementary technologies or teams
Capacity: 500-1,000+ enrolled patients/month

IDEAL INVESTOR PROFILES

💊

Healthcare/Biotech Angels

Former pharma executives, healthcare entrepreneurs who understand the market

🏢

Former Pharma/CRO Executives

Leaders who spent careers frustrated by enrollment delays

💚

Impact Investors

Seeking healthcare impact—faster drug development means patients get treatments sooner

🤝

Strategic Partners

CROs or pharmaceutical companies seeking recruitment capabilities

LEADERSHIP

Kresnier Jeffrey Perez
Kresnier Jeffrey Perez
Founder & CEO
Patient Recruitment
Senior Marketing Manager at platform before nine-figure acquisition
Clinical Research
70+ citations (MD Anderson, Baylor, Case Western)
Fortune 500 Marketing
15+ years, $500K+ monthly budgets, 1,793% lead improvement
Education
MBA + MS Software Engineering (Boston University), Harvard Business School
Bilingual
English/Spanish (competitive advantage for FDA diversity)

NEXT STEPS

15 minutes. We'll show you exactly how the model works and when you'll see returns.

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