Kivo Company Profile

Background

Kivo, established in 2012 and headquartered in Portland, Oregon, specializes in providing document and process management solutions tailored for the life sciences industry. The company's mission is to streamline regulatory, clinical, and quality operations for emerging life sciences organizations, enabling them to accelerate product development and market entry.

Key Strategic Focus

Kivo's strategic focus centers on delivering an intuitive, compliant, and affordable platform that integrates Document Management Systems (DMS), Regulatory Information Management (RIM), Quality Management Systems (QMS), and electronic Trial Master File (eTMF) functionalities. By offering a unified solution, Kivo aims to enhance collaboration and efficiency across regulatory, clinical, and quality teams within life sciences companies.

Financials and Funding

As of January 2024, Kivo secured a later-stage venture capital funding of $345,000, contributing to a total of $4.85 million raised to date. Notable investors include Cascade Seed Fund, Facet Life Sciences, Oregon Venture Fund, Peninsula Ventures, and Rogue Capital Collective. The capital is intended to further develop Kivo's platform and expand its market reach.

Technological Platform and Innovation

Kivo's platform is distinguished by its comprehensive integration of essential functionalities for life sciences operations:

Document Management System (DMS): Facilitates collaborative editing with Microsoft Office, incorporates Part 11 compliant electronic signatures, and automates workflows.

Regulatory Information Management (RIM): Manages the entire submission lifecycle, offers real-time collaboration, and includes an eCTD viewer.

Quality Management System (QMS): Supports SOP authoring, training workflows, vendor tracking, and quality event management.

Electronic Trial Master File (eTMF): Enables active trial management, ensures inspection readiness, and provides TMF completeness reporting.

These integrated modules are designed to be intuitive, compliant, and cost-effective, catering to the specific needs of small and scaling life sciences teams.

Leadership Team

Toban Zolman: Chief Executive Officer and Board Member.

Greg Rau: Chief Operating Officer and Board Member.

Kevin Tate: Chief Revenue Officer.

Competitor Profile

Market Insights and Dynamics

The life sciences industry is experiencing a shift towards digital transformation, with an increasing demand for integrated document and process management solutions. Companies are seeking platforms that offer compliance, efficiency, and scalability to support their regulatory, clinical, and quality operations.

Competitor Analysis

Key competitors in the market include:

Egnyte: Provides a modern content platform for businesses, offering centralized control and protection over files with fast access.

Laserfiche: Offers enterprise content management software that empowers organizations to manage information and business processes effectively.

Veeva Systems: Specializes in cloud-based software for the global life sciences industry, focusing on customer relationship management and content management.

Strategic Collaborations and Partnerships

In February 2025, Kivo BPO, a division of Kivo, announced a strategic partnership with Rye Consulting Group to enhance nearshore outsourcing services. This collaboration aims to provide cost-effective, bilingual outsourcing solutions, including customer support and back-office operations, leveraging Kivo BPO's presence in Guatemala.

Operational Insights

Kivo differentiates itself by offering an all-inclusive, user-friendly platform that integrates multiple functionalities essential for life sciences operations. The company's focus on affordability and compliance makes it particularly attractive to small and mid-sized life sciences organizations seeking efficient and scalable solutions.

Strategic Opportunities and Future Directions

Kivo is poised to capitalize on the growing demand for integrated document and process management solutions in the life sciences sector. By continuing to enhance its platform's capabilities and expanding strategic partnerships, Kivo aims to solidify its market position and support the evolving needs of life sciences organizations.