Empowering Clinical Research Sites to Grow with Smarter Insights
We don’t just measure performance, we help you hit your goals.
Services
We help sites scale
From Fractional CFOs to KPI Dashboards, Cortex Clinical Solutions can elevate your site to the next level.
KPI Dashboard
Make smarter, data-driven decisions with advanced performance metrics. Our custom KPI dashboards track critical operational and financial indicators, giving you complete visibility into site performance, patient recruitment and profitability. We help research sites move beyond basic CTMS reports, providing actionable insights that drive efficiency and growth.
Backlog and Pipeline Revenue Forecast
Gain full visibility into your future revenue with a study-by-study revenue forecast, allowing your site to plan more strategically through accurate budgeting. We help sites map out expected revenue streams from ongoing and upcoming studies via patient enrollment projections and expected collections.
Fractional CFO
Gain expert financial support and leadership without the cost of a full-time CFO. Our Fractional CFO services help you navigate financial complexities, manage budgets, and improve cash flow—ensuring long-term stability and scalability.
M&A Readiness
Position your site for investment and strategic growth with expert guidance on preparing for an M&A transaction and driving optimal deal value. With our extensive industry experience, we understand how private equity firms evaluate clinical research sites and can help you strengthen your financial position, operational efficiency, and growth strategy.
The Cortex Difference
Without Cortex Clinical
Scattered data sources across CTMS, accounting software and Excel
Lack of financial visibility into backlog, pipeline, and collections
Reactive decision-making based on outdated trackers
Manual reporting that drains coordinator and leadership time
Uncertainty around staffing needs and study feasibility
Teams working in silos with inconsistent information
No preparation for investor diligence or M&A
Sites struggle to grow beyond current capacity
With Cortex Clinical
Unified dashboards pulling everything into one clear view
Accurate forecasting that shows backlog & pipeline revenue at a glance
Ability to make strategic decisions based on comprehensive data
Clear forecasts that guide proactive hiring and resource allocation
Partnership with experts in scaling and selling sites, plus diligence-ready data rooms
Cross-team alignment with one source of truth for finance and operations
The CoreScore™ Scorecard
How Does Your Site Measure Up?
Understanding where your research site stands is essential for growth, efficiency, and long-term success.
Our proprietary CoreScore scorecard evaluates your site’s financial and operational performance using a framework built from years of real-world insights into what makes a site successful and valuable — not only private equity rubrics.
Our proprietary CoreScore scorecard evaluates your site’s financial and operational performance using a framework built from years of real-world insights into what makes a site successful and valuable — not only private equity rubrics.
Benchmark Your Site Against the Industry – See how your site compares in key areas like financial health, enrollment capabilities, and backlog strength.
Identify Strengths & Areas for Improvement – Our scorecard highlights what’s working and what’s holding you back.
Turn Data into Strategy – The scorecard isn’t just a report—it’s a roadmap for growth.
Want to see how your site scores? We offer a limited number of complimentary scorecard assessments each month.
Our Mission
We empower small and medium-sized clinical research sites and SMOs with the financial visibility, data-driven insights, and effective strategies needed to optimize performance and scale successfully. We bridge the gap between site operations and financial strategy, equipping teams with custom KPI dashboards, advanced reporting solutions, and strategic consulting to improve operations and drive profitability.
How It Works
Assess
We assess your site using a scorecard based on key industry metrics and analyze your site’s financial and operational health to determine opportunities and areas for improvement.
Implement
We create custom KPI Dashboards, financial forecasts, and other tools and strategies.
Support
We provide ongoing one-on-one support to review and interepret dashboards and forecasts.
Contact us
Get your free Financial Snapshot Scorecard today!