Frequently Asked Questions

Everything you need to know about Cortex Clinical.
How does Cortex help our clients?
Cortex provides expert financial and operational support to clinical research sites. By offering services like Fractional CFO guidance, custom KPI dashboards, and backlog and pipeline analysis, we empower sites to enhance financial stability, improve operational efficiency, and scale successfully - ultimately driving a higher valuation!
What is the difference between the reporting a CTMS provides and what Cortex is offering?
While traditional CTMS reports offer basic operational data, Cortex provides enhanced insights with custom KPI dashboards. These dashboards compile real-time, comprehensive metrics, allowing for deeper analysis of site performance, patient recruitment and financial forecasts, helping you make smarter, data-driven decisions.
Why do sites want to track KPIs?
Tracking KPIs allows sites to address inefficiencies, optimize performance, and save costs. It helps increase scale and centralizes data for better management. By consistently monitoring these indicators, sites can enhance operations and drive profitability, ensuring optimal outcomes and a higher valuation.
Why do sites want to create a financial forecast?
Creating a financial forecast provides visibility into a site’s future backlog and pipeline, allowing management to anticipate revenue streams and strategically plan. Financial visibility is a crucial tool for achieving a premium valuation, as it demonstrates financial health and readiness for growth.
How can Cortex improve my company’s valuation?
Cortex enhances your company’s valuation by strengthening your site’s financial profile and operations. With our M&A readiness consulting, we ensure your site is well-positioned to optimize value and attract investment by preparing necessary data and documents that showcase your value during due diligence and negotiations.
Do you offer services to small clinical trial sites?
Yes, Cortex focuses on offering tailored services to small clinical trial sites, empowering them with the financial visibility and operational strategies needed to improve performance, scale effectively, and achieve financial goals without the cost burden of a full-time CFO.
How can Cortex help my company scale?
Cortex helps your company scale by offering strategic financial leadership and operational insights. Our services equip your site with the knowledge and tools to manage growth efficiently, ensuring scalability and long-term success.
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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 interpret dashboards and forecasts.

Contact us

Get your free Financial Snapshot Scorecard today!
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