PORTFOLIO FOR SPONSORS
Create a comprehensive or ballpark budget rapidly and accurately
PORTFOLIO empowers Finance, Outsourcing and Clinical Operations stakeholders to plan, budget and benchmarks service costs for clinical studies with >95% accuracy in minutes. Goodbye cumbersome Excel spreadsheets, CRO ballpark proposals or guesswork based on limited historical records, and hello to prediction power and planning sophistication!
MARKET PROBLEM
Unreliable Excel Workbooks, Aged Software, CRO Biased Budgets
Operational and financial study planning requires complex modeling that associates study assumptions with allocated resources, effort ranges, global rate cards, and timing of activities. Traditional tools lack market data and offer limited visibility into cost drivers. This causes study planning teams to work inefficiently and produce inconsistent results.
The High Cost Of Outdated Planning Tools
The absence of market benchmarks and resource models creates mistrust in Service Provider budgets, driving higher outsourcing costs, inefficient resource use, unclear responsibilities, and ultimately, change orders and budget overruns.
Less than 15% of Clinical Studies Are Completed on Time and on Budget
Poor execution often results from insufficient planning, overreliance on CRO models, inadequate proposal due diligence, and failure to leverage historical data for faster costing insights and deviation detection.
Benchmarking Data is Essential for Budgeting, Fundraising, and Strategic Decision-Making.
Lack of investment in clinical infrastructure has led to limited insight into service costs across essential trial areas, from CRO execution to eClinical tech, translations, lab work, imaging, and patient recruitment.
How do you justify buying $60M in clinical services per year, without pricing intelligence?
Purchasing millions of dollars in clinical services without robust pricing intelligence exposes organizations to financial risks, inefficient budgeting, and potential overspending. Strategic pricing insights empower informed decision-making, enabling effective cost management, competitive bidding, and maximized ROI on clinical investments.
OVERVIEW
Intuitive Solution for All Your Budgeting Scenarios
PORTFOLIO is highly intuitive SaaS solution, enabling clinical operations professionals to quickly design a study budget without the need for financial modeling expertise, advanced Excel skills, or dependence on CRO provided budgets. It automates all pre-RFP budgeting and clinical study scenario modeling needs of clinical drug development.
Sophisticated modeling
PORTFOLIO supports comprehensive costing across phases, therapies, and study types, from high-level planning to detailed scenarios. It enables instant estimates for costs, units, and effort, utilizing proprietary algorithms and Data Trove benchmark data for precise analysis.
Dynamic visualizations
Powerful dashboards and reports, including study timeline Gantt charts, RACI, costing scenario comparisons and impact analyses, at the service category, service, major and minor task level, are exportable at the user fingertips.
AI-Powered Mapping
Automatically map the CRO costing structure to your budgeting structure to ensure the costs are mapped correctly to the benchmark data. This groundbreaking feature allows both 2-way and 3-way mapping between Clinical Maestro native costing structure, the CROs’ and the Sponsors’.
Fast, Insightful, Unlimited “What-If” Scenario Analyses
Quickly model patient, site, and country scenarios to evaluate financial and timing impact, delivering instant insights to Finance, Clinical Operations, and key stakeholders.
A Data Trove of Intelligence, Both Market and Your Own
Clinical costing intelligence goes beyond averages; no two trials are identical. PORTFOLIO provides instant, task-based costing using proprietary algorithms and activity-based costing, powered by billions of data points from our Data Trove.
Tailor Fit to your Outsourcing Model and Preferred Rate Cards
Budgeting clinical trials is complex, driven by study and operational factors like country-patient mix, outsourcing strategy, and preferred partner model. PORTFOLIO and SOURCE offer advanced features, including an activity-level RACI matrix, clarifying roles and responsibilities.
Efficient Fixed Unit Template Management
A common misconception is that preferred partner budgeting is straightforward. However, agreements like Fixed Cost are challenging to leverage. PORTFOLIO enables modeling with CRO preferred rates, fixed agreements, and custom algorithms, providing both market and personalized benchmarks.
Powerful Algorithm Builder
PORTFOLIO can be used both for benchmarking, leveraging market data, and for budgeting, leveraging preferred partner rates, agreements and own historical data insights. For upmost flexibility, Clinical Maestro features advanced configuration options, such as activity level algorithm configurator and task template manager.
Native Integration to SOURCE
PORTFOLIO cuts outsourcing planning time in half by reducing contract cycles and accelerating due diligence with SOURCE integration. Benchmark comparisons enable side-by-side proposal reviews, saving Sponsors over 20% on RFP costs—potentially millions based on study size and complexity.
BENEFITS
Rapid Study Modeling with
Actionable and Instant
R&D Cost Insights
PORTFOLIO’s unique features deliver immediate R&D cost insights, support R&D partnership and licensing negotiations, and help drive faster, data-driven decisions for asset valuation and business development.
Save >20% per clinical RFP by leveraging market benchmarks
Realize significant cost savings by leveraging market cost data for >1000 clinical activities in >70 countries. Additionally, decrease staff effort by >90%.
Over 95% Accuracy in Budgeting and Planning
With accurate budgeting and reliable analytics, PORTFOLIO eliminates the risk of Excel errors and supports sophisticated modeling at study, program and pipeline level. It enhances decision-making confidence with extensive analytics and side-by-side scenario comparisons, while preserving institutional knowledge for future planning and budget justifications.
Cost Benchmarking is Critical for Smart Sourcing
At Clinical Maestro, we invest in advanced clinical outsourcing technology. Whether competitive bidding or working with strategic partners, benchmark costing data is crucial for establishing baseline budgets and ensuring successful contract negotiations based on data defensibility
Trusted Pipeline Planning with >25x ROI
Leading biopharmaceutical sponsors, consultants, and venture capital groups rely on PORTFOLIO for efficient pipeline planning and budgeting. With proven results, users report over 10x return on investment, driving superior outcomes and financial performance.
Maximum Budgeting Flexibility That Fits Your Outsourcing Model
Model Both Variable and negotiated Fixed Cost Agreements to ensure the upmost accuracy of your budgeting model. PORTFOLIO is much more than a benchmarking tool; it is your ultimate private costing solution. It can be populated with your preferred rate cards and costing agreements so users can model clinical studies based on their unique outsourcing strategies.
AI Driven Bid Grid Mapping Ensures CRO Costing Structure Matches the Benchmark
The complexities of bid grid mapping often leads to incorrect benchmarking, since Sponsors and their Partners do not always spend sufficient times in ensuring that the activities roll up correctly to the intended Sponsor structure. PORTFOLIO enables in system mapping for complete transparency into the costing structure and precision in benchmarking.
Leverage Market Data or Your Own Data Trove
Leveraging the power of AI, Clinical Maestro supports the data extractions, standardization, transformation and cleaning to bring both Sponsors and CROs legacy Excel or PDF bid grids to life. We support both data analytics and algorithm building to convert PORTFOLIO into a powerful private cost modeling engine.
WHY CHOOSE US
Technology is Not Wine:
It Does Not Age Well
Technology landscape evolved so rapidly in the last 10 years and will continue to challenge the way we traditionally think of clinical trial planning, budgeting and benchmarking. Solutions that have passed the 15 years mark and that remained anchored in old approaches, lacking both data insights and tools to grasp data intelligence, will not survive the wave of Artificial Intelligence and Machine Learning. Launched only in 2019, PORTFOLIO had already >20 releases and we continue to release at least quarterly, enhancing all aspects of planning, from algorithm configuration to most current market data, to new service benchmarks.
Integrated End to End Platform
Single Source of Truth
PORTFOLIO provides a customizable, centralized approach to clinical trial planning. Witha minimum of 12 study assumptions to generate accurate costing scenarios, it will optimize time, costs, and resources while ensuring preferred agreements are enforced without extensive bidding.
AI-Powered Insights
PORTFOLIO leverages AI to process and transform historical data from Sponsors and Service Providers, ensuring budgets and plans that reflect market value, are defensible, and achieve over 95% accuracy with powerful bid grid mapping and unique datasets.
RESOURCES
Explore Expert Insights and Resources for Clinical Excellence
Webinars
Technology for Fast, Accurate Planning and Budgeting
Leading biopharmaceutical sponsors trust PORTFOLIO for pipeline planning and budgeting with superior results and reported more than 10x Return on Investment.
Read more
Blogs
Driving Customer Success Through Governance: Transforming Pharma Vendor Management with AI Innovation
Effective vendor governance is essential to ensure operational success, cost efficiency, and regulatory compliance.
Read more
Case Studies
Streamlining Vendor Management: How a Leading Biopharma Company Found Success
Read more
DEMO
Request a demo
Discover how Strategikon’s advanced solutions can streamline your clinical trial operations. Request a personalized demo to explore how our tools transform budgeting, vendor management, and outsourcing efficiency for pharma and biotech.
