Fundraising Fox

Elligo Health Research

Austin, US · Founded 2016 · Delaware corporation · 223 employees on LinkedIn · 11 known investors

Healthcare-enabling research organization that embeds clinical trials into everyday care using electronic health record data.

Also known as Elligo

Founders & leadership

Elligo Health Research was founded in 2016 by Chad Moore and John Potthoff.

CM
Chad MoorePresident
JPJohn Potthoff
John PotthoffinCo-founder · Chairperson of the BoardDigital Pharma Advisor at Excelerate Health Ventures
JB
Jacylyn BodmerChief Information Officer
KF
Karen FlahertyVice President, Finance
AS
Amy StaedtlerChief Legal Officer
ST
Scott TreiberChief Operating Officer

Board

TS
Thomas SchnettlerBoard director
CL
Christian LangeBoard director
AMAllen Moseley
Allen MoseleyinBoard MemberManaging General Partner at Noro-Moseley Partners
WG
Wyche Green, IIIBoard director
JCJohn Crumpler
John CrumplerinBoard directorGeneral Partner at Hatteras Venture Partners

Investors · 11

Also in the syndicate · 6

CernerleadFS HealthcareMorgan Stanley Expansion CapitalleadPiper Jaffray Merchant BankingleadPiper Sandler Merchant BankingSyneos Health

Reported raises · per SEC filings

Form D private placements

$41.5M disclosed across 3 of 8 rounds · 2017–2021

$20MraisedMay 2019 · 19 investors · Other Health Care
Rule 506(b)
Officers, directors & promoters on the filing
  • Thomas SchnettlerDirector
  • Christian LangeDirector
  • Jacylyn BodmerExecutive Officer
  • Karen FlahertyExecutive Officer
  • Amy StaedtlerExecutive Officer
  • Scott TreiberExecutive Officer
  • Allen MoseleyDirector
  • Wyche Green, IIIDirector
  • John CrumplerDirector
  • Chad MooreExecutive Officer
  • John PotthoffExecutive Officer, Director
Offering amount
$20M
Amount sold
$20M
Minimum investment
$25K
First sale
May 2019
Incorporated
Corporation, Delaware, 2016
Federal exemptions
06b
Full filing on SEC EDGAR ↗
$16.2MraisedJan 2019 · 19 investors · Other Health Care
Rule 506(b)
Officers, directors & promoters on the filing
  • Scott TreiberExecutive Officer
  • Chad MooreExecutive Officer, Director
  • Jacylyn BodmerExecutive Officer
  • Allen MoseleyDirector
  • John PotthoffExecutive Officer, Director
  • Wyche T. Green, IIIDirector
  • Karen FlahertyExecutive Officer
  • Amy StaedtlerExecutive Officer
  • John CrumplerDirector
  • Christian LangeDirector
Offering amount
$16.2M
Amount sold
$16.2M
First sale
Mar 2018
Incorporated
Corporation, Delaware, 2016
Federal exemptions
06b
Full filing on SEC EDGAR ↗
$5.3MraisedJan 2019 · 16 investors · Other Health Care
Rule 506(b)
Officers, directors & promoters on the filing
  • John PotthoffExecutive Officer, Director
  • Christian LangeDirector
  • Allen MoseleyDirector
  • Amy StaedtlerExecutive Officer
  • Wyche T. Green, IIIDirector
  • Scott TreiberExecutive Officer
  • Karen FlahertyExecutive Officer
  • John CrumplerDirector
  • Chad MooreExecutive Officer, Director
  • Jacylyn BodmerExecutive Officer
Offering amount
$5.3M
Amount sold
$5.3M
First sale
May 2017
Incorporated
Corporation, Delaware, 2016
Federal exemptions
06b
Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

Company profile

researched Aug 2026

Elligo Health Research is an Austin, Texas-based healthcare-enabling research organization that integrates clinical trials into routine healthcare delivery. Its model uses electronic health records and existing physician-patient relationships to identify potential trial participants and then supplies community physicians and clinics with the personnel, processes, technology and infrastructure needed to run studies inside their own practices. The company states that its approach targets the roughly 97% of U.S. physicians who do not currently participate in clinical research, addressing sponsor difficulties in accessing patients and the under-representation of communities located far from academic research centers.

The company markets four principal service lines: the Elligo Site Network of research-ready community sites, with staffing, training and technology integrated into existing clinical workflows; decentralized clinical trial services covering virtual, hybrid and traditional designs with centralized oversight and data-powered recruitment; patient recruitment and engagement services including outreach, study branding, bilingual pre-screening and site support; and travel and logistics services providing concierge travel support, reimbursements and participant stipends. Its technology has been described as the IntElligo Research Stack, a proprietary platform underpinning trial identification and conduct. Customers include pharmaceutical, biotechnology, medical device and diagnostic sponsors, as well as contract research organizations and research sites.

Elligo has grown partly through acquisition, buying AI clinical-research virtual assistant company Root Health in June 2021 and research practice management and clinical services organization ClinEdge — including GuideStar Research and BTC of New Bedford — in a $135 million transaction announced in September 2021, extending its footprint across the U.S. and Europe.

Founding story

Elligo was founded in 2016 by CEO John Potthoff, previously CEO of Theorem Clinical Research, and co-founder and president Chad Moore, to address low patient and physician participation in clinical research. The company defined its market position and identity ahead of launch with agency SCORR Marketing and unveiled its brand and research findings at an invitation-only event during the 2016 Drug Information Association annual meeting.

Business model

Elligo contracts with pharmaceutical, biotechnology, medical device and diagnostic sponsors and with CROs to deliver clinical trial services, including site network access, decentralized trial operations, patient recruitment and participant travel and logistics. Physician practices are provided the staff, processes, technology and infrastructure to conduct trials in their clinics at no cost to the clinic, with physicians reimbursed for running the studies.

Revenue is generated from sponsors and CROs paying for trial-enabling services; participating clinics receive the required personnel, processes, technology and infrastructure at no cost and physicians are reimbursed for conducting trials.

Traction

The company reports 1.6 million patients in the Elligo Site Network, more than 40 sites in that network, and more than 500 decentralized, recruitment and travel studies. Recruitment campaigns have been executed in 28 countries across more than 200 trials, travel and logistics services are delivered in more than 38 countries, and the company cites a 93% post-randomization retention rate. Headcount grew from 80 to 400 employees in the year preceding the September 2021 Series E, with roughly 65% of staff in Austin and 35% in Boston, and management then projected hiring another 350 to 400 people.

Latest developments

Elligo currently markets four service lines — the Elligo Site Network, decentralized clinical trials, recruitment and engagement, and travel and logistics — and publishes webinar content including sessions on patient recruitment and retention, diverse patient participation in site-based and decentralized studies, and EHR optimization and decentralized strategies for liquid biopsy cancer screening performance studies.

Full profile — market position, technology, go-to-market, geography, history

Market position

Elligo positions itself as a single partner spanning site network, decentralized trial, recruitment and retention services, and was described at the time of the ClinEdge deal as forming a large end-to-end healthcare-enabling research organization. Its stated differentiator at launch was that no other company was addressing patient and physician participation with the same model, in a market crowded with patient recruitment and enrollment vendors.

Rather than relying on traditional research sites, Elligo brings trials into existing care settings by combining EHR-based patient pre-identification with the provision of staff, processes, technology and infrastructure to non-research physicians at no cost, aiming to unlock the 97% of U.S. physicians who do not participate in research and to reach patients who do not live near academic medical centers.

Technology

The company's platform is described as the IntElligo Research Stack, referenced in press coverage as Intelligo software, which uses electronic health records to pre-identify candidate patients and to route trial opportunities to their treating physicians. At the time of the 2021 Series E, Elligo described a database of anonymized electronic health records covering more than 150 million patients, and it added an AI virtual assistant for clinical research through the Root Health acquisition. Regulatory filings and paperwork for participating practices are handled by Elligo, and site services include workflow-integrated technology, staffing and training.

Go-to-market

Elligo sells directly to sponsors, CROs, sites and physicians, with website contact paths segmented by organization type (sponsor, CRO, site and physician, patient). Its brand launch was staged at an invitation-only event during the 2016 Drug Information Association annual meeting attended by industry stakeholders and prospective investors, followed by a multi-channel program of collateral, exhibit graphics, public relations, social media, email and direct mail, with audience-specific messaging for sponsors and CROs, physicians and patients.

Pharmaceutical, biotechnology, medical device and diagnostic-product sponsors seeking FDA approval; contract research organizations; community physicians, clinics and research sites; and patients seeking access to trials.

Geography

Headquartered in Austin, Texas, with a second employee base in Boston at the time of the 2021 Series E. Services extend internationally: recruitment campaigns in 28 countries, travel and logistics support in more than 38 countries, and, following the ClinEdge acquisition, added scale for customers in the United States and Europe.

History

Founded in 2016 in Austin, Texas, Elligo raised $5.7 million in 2017 from investors including Shumway Capital, a $16 million Series B in 2018 co-led by Hatteras Venture Partners and Noro-Moseley Partners with FS Healthcare, Excelerate Health Ventures and prior Series A participants, and a $20 million Series C in mid-2019 backed by Piper Jaffray Merchant Banking and existing investors. Cerner provided an undisclosed investment in December 2020. In June 2021 Elligo acquired Root Health, an AI virtual assistant company for clinical research. In September 2021 it announced a $135 million Series E co-led by Morgan Stanley Expansion Capital and Ally Bridge Group, which funded the $135 million acquisition of ClinEdge, GuideStar Research and BTC of New Bedford.

Compiled by commissioned research from 7 cited public sources — announcements, filings, and press listed under research sources below.

Key figures

latest reported
Countries with recruitment campaigns executedJan 202628
Countries with travel and logistics services deliveredJan 202638
Decentralized, recruitment and travel studiesJan 2026500 studies
Elligo Site Network patientsJan 20261,600,000 patients
EmployeesSep 2021400 employees
HeadcountAug 2026223
Patients in anonymized EHR databaseSep 2021150,000,000 patients
Post-randomization retention rateJan 202693%
Sites in the Elligo Site NetworkJan 202640 sites
Trials with recruitment experienceJan 2026200 trials

Company-reported or press-reported figures, each dated to when it was claimed — not independently audited.

Timeline · 4

launches, deals, and filings
Sep 2021
Elligo acquires ClinEdge in a $135 million transaction

Acquisition of ClinEdge, a research practice management and clinical services organization serving research sites, pharma companies and CROs; the transaction also includes GuideStar Research and BTC of New Bedford. Elligo said the combination creates a large end-to-end healthcare-enabling research organization with added scale in the US and Europe.

$135M source ↗

Sep 2021
Elligo raises $135M Series E co-led by Morgan Stanley Expansion Capital and Ally Bridge Group

Series E financing of $135 million co-led by Morgan Stanley Expansion Capital and Ally Bridge Group, with Norwest Venture Partners and existing investors including Cerner, Hatteras Venture Partners, Noro-Moseley Partners, Piper Sandler Merchant Banking, Shumway Capital and Syneos Health. Proceeds funded the ClinEdge acquisition, technology platform enhancement, new uses of data and future acquisitions.

$135M source ↗

Jun 2021
Elligo acquires Root Health

Acquisition of Root Health, an artificial intelligence virtual assistant company for clinical research, to build a technology-driven healthcare-enabling research organization.

source ↗

Jan 2016
Brand launch at Drug Information Association annual meeting

Elligo revealed its company identity and market research to industry stakeholders and potential investors at an invitation-only event during the 2016 DIA annual meeting.

source ↗

Dated company events from announcements, filings, and press; legal rows summarize public dockets and regulator releases.

Legal entities · 1

corporate structure
Elligo Health ResearchDelaware

In the news

Research sources · 7

primary sources listed

7 public sources were cited for this profile; the first-party ones are listed here.

Frequently asked questions

What does Elligo Health Research do?
Healthcare-enabling research organization that embeds clinical trials into everyday care using electronic health record data.
Who founded Elligo Health Research?
Elligo Health Research was founded by Chad Moore, John Potthoff in 2016.
Who are Elligo Health Research's investors?
Elligo Health Research's investors include Excelerate Health Ventures, Hatteras Venture Partners, Noro-Moseley Partners, Norwest Venture Partners, Shumway Capital.
How much funding has Elligo Health Research raised?
Elligo Health Research has disclosed $41.5M raised across 3 of its 8 known rounds.
Where is Elligo Health Research headquartered?
Elligo Health Research is headquartered in Austin, US.