Drive Growth Optimize Performance Achieve Commercial Excellence

Commercial intelligence
built for MedTech

Increase market share, accelerate sales growth, improve marketing efficiency, and maximize ROI through AI-driven insights and intelligent optimization.

Powered by a unified healthcare analytics platform with autonomous AI agents that uncover opportunities, recommend next-best actions, and optimize commercial execution at scale.

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Marketing Performance — $60.7M spend, $217.8M revenue, 3.59× ROI
The Challenge

Fragmented data. Missed revenue.

Siloed tools and manual analysis cost commercial teams weeks — and millions in missed opportunities.

Siloed data
CRM, claims, EMR, and market data scattered across disconnected tools.
Slow insights
Reports take weeks to build and are outdated before they reach decision-makers.
Missed revenue
High-value HCPs and untapped markets go undetected quarter after quarter.
Our Platform

One platform. Multiple solutions.

From HCP targeting to autonomous AI agents — everything your commercial team needs.

Targeting
AI-ranked HCP and account prioritization for your highest-value opportunities.
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Markets
Real-time market sizing, competitive share tracking, and whitespace identification.
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Forecasting
AI-powered revenue forecasting with scenario modeling and confidence intervals.
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Marketing Mix Modeling
True marketing ROI measurement and optimal spend allocation across channels.
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Customer Intelligence
360° HCP profiles with prescribing patterns, network affiliations, and engagement history.
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AI Insights & Agents ✦ New
Autonomous AI that surfaces insights and executes commercial tasks 24/7.
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How It Works

Data to decisions in hours, not weeks

Connect Data
Unify CRM, claims, EMR, and third-party data in one platform.
AI Analysis
AI processes commercial signals and generates ranked insights across all solutions.
Act on Insights
Prioritized recommendations delivered directly into your team's workflow.
Measure & Optimize
Track performance against forecasts. AI continuously improves.
The Platform

See the platform in action

Budget optimization. Territory management. Customer CLV — all connected.

Marginal ROI by Channel
Marginal ROI by Channel
Tier Distribution — Potential Value
Customer Tier Distribution
Channel Performance Summary
Channel Performance
Efficiency Matrix — Revenue per $1 vs Budget Share
Efficiency Matrix
Saturation — Spend vs Saturation Point
Channel Saturation
Potential Sales Value by Account
Sales Value by Account
Targeting

Focus reps on the right HCPs

AI priority scores surface your highest-value providers. No more wasted calls on low-potential accounts.

AI-powered HCP priority scoring
Territory whitespace identification
Account segmentation and tiering
AI Agents auto-refresh target lists weekly
Explore Targeting
Total Opportunity by State — territory manager bubble map
Target vs Actual — 77% attainment, $78.3M vs $101.2M
Markets

See every market opportunity

Where you have share, where you're losing, and where untapped opportunity exists — in real time.

Total addressable market sizing
Real-time competitor share tracking
Whitespace and growth opportunity maps
AI Agents flag market shifts automatically
Explore Markets
AI Insights & Agents

Autonomous AI for your commercial team

AI Agents surface insights, execute tasks, and run commercial operations around the clock.

Targeting Agent
Refreshes HCP priority lists weekly and alerts reps to high-value accounts.
Targeting
AI Insights & Agents
Orchestrates all solutions — working 24/7 so your team doesn't have to.
Explore AI Agents
Market Monitor Agent
Scans market data, flags competitor moves, and surfaces whitespace opportunities.
Markets
Forecast Analyst Agent
Rolling forecast updates with deviation alerts and corrective action suggestions.
Forecasting
Customer Intelligence Agent
Monitors HCP behavior, surfaces next-best actions, enriches profiles continuously.
Customer Intelligence
Results

Measurable commercial impact

5×
The ROI by optimizing marketing mix across all channels
Marketing Mix Modeling
100%
Attainment for all territories through improved targeting and better execution
Targeting
90%
Reduction in time to insight through AI-driven analytics and autonomous agents that continuously surface opportunities and recommend actions
AI Insights & Agents
Platform

Enterprise-grade. Regulation-ready.

Enterprise security, compliance controls, and deep integrations — built for regulated MedTech.

End-to-end data encryption
HIPAA-compliant data handling
50+ pre-built integrations
SSO and role-based access controls
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Security
End-to-end encryption
Integrations
50+ pre-built connectors
Compliance
Sunshine Act · FDA guidelines
AI Ready
AI Agents across all solutions
Resources

Insights & research

View all resources
Guide
2025 State of Commercial Intelligence in MedTech
[Placeholder date] · 12 min read
Webinar
How AI Agents are Transforming MedTech Commercial Teams
[Placeholder date] · 45 min
Research
Marketing Mix Modeling Best Practices for Pharma Brands
[Placeholder date] · Report
Blog
Forecasting in Regulated Industries: A Practical Guide to AI Models
[Placeholder date] · 8 min read

See Trapezoid in action

Discover how AI-powered commercial intelligence drives measurable results for MedTech teams.

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Targeting Markets Forecasting Marketing Mix Modeling Customer Intelligence ✦ AI Insights & Agents