Equals 5
National Sales
Meeting 2026
Winning Together in a Competitive Market
Chris Colella · EVP, Group Director
Confidential — Internal Use Only
Equals 5
🙌
Thank You.
To every person on this team — sales, account services, operations, and partners — the wins we're celebrating today are a result of everyone showing up and delivering.
Ron Scalici
Roman Makukh
Eugene Boyko
Tom Visicaro
Chris Colella
Greg Ragland
Chad Holloway
Bea Lopez
Steve Svec
Lee Slovitt
Stephany Rosa
Brittney Reed
Emily Frye
Kierin McCallen
Grace Irwin
Julia Tsymbaliuk
💪
#GoTeam
Equals 5
Today's Game Plan
- Where We Stand
- What We Sell & Why It Wins
- How We Beat the Competition
- How We Execute & Scale
- What to Do Next
Chris Colella
Equals 5
The Market Is at an Inflection Point
Four forces are reshaping how pharma buys HCP media — each one plays to our strengths.
Channel Fragmentation
Omnichannel is just a buzzword — pharma spend is still scattered across social, display, search, and endemic with no unified strategy. Every vendor owns a piece — nobody owns the whole picture.
Accountability Pressure
Brands demand proof — script lift, NPI attribution, engagement-to-Rx. Reach and frequency reports don't cut it anymore.
Privacy & Compliance
Cookie deprecation and state-level health data laws are eliminating third-party targeting. NPI-based first-party matching is the only durable path forward.
Agency & Tech Blur
WPP and Havas are building data platforms. Veeva and Doceree are adding media modules. Pharma can't tell who's an agency and who's a platform — creating confusion and misaligned incentives.
Chris Colella
Equals 5
The Precision Gap Is Our Market.
$12B+ in pharma digital spend — only a fraction reaches the right physician, at the right moment, with proof. That's the gap Equals 5 was built to close.
$12B+ Addressable Market
U.S. pharma digital spend is growing 15%+ per year — mostly wasted on broad reach. Every dollar without NPI attribution is our opportunity.
Pharma's AI Race Is Already Underway
Pfizer, AstraZeneca, Novo Nordisk, and Sanofi are all building AI-driven HCP engagement. The common thread: individual physician-level NPI data — not anonymous impressions.
NPI Data Is the Fuel for AI Models
IQVIA: "Individual-level NPI-linked data is required for NBA model accuracy — aggregate data is insufficient." Our PLD feeds directly into client AI and CRM models.
Rx-Level Proof of Impact
Script lift measured at the NPI level — from impression to prescription counter. Brands demand this. Most platforms can't deliver it. We can.
Chris Colella
Equals 5
2026 Signed Contracts
FY2026 through May 11 · Live Pipedrive data · 92 deals closed · Q1 our strongest quarter ever
$15M Goal
91.6%
$1.3M gap · already in finalization pipeline
WON REVENUE
FY2026 YTD
$13.7M
92 closed deals · Jan–May 2026
Total Coverage
$19.4M
Won + pipeline · 40 active deals · 68.7% to $20M goal
Won Revenue · Jan–Apr 2026
$2.1M
$2.3M
$2.7M
$3.8M
Best Month
$13.7M
Signed
YTD
YTD
Jan
Feb
Mar
Apr
YTD
Tom
Equals 5
2026 Earned Revenue
Campaigns delivered and billed · Jan–Apr 2026 · Q1 our strongest earned quarter ever
April (Expected)
$1.1M
Our first $1M earned month ever
Q1 EARNED
Jan – Mar 2026
$2.15M
Jan + Feb + Mar 2026 combined
Q1 YoY Growth
+41%
+$630K year-over-year earned revenue
Earned Revenue · Jan–Apr 2026
$645K
$672K
$835K
$1.1M
First $1M Month
$2.15M
Q1
Total
Total
Jan
Feb
Mar
Apr ✦
Q1
Ron Scalici
Equals 5
2026 Revenue Forecast
Three scenarios · Revenue goal includes signings + high-probability open deals
Conservative
$13.7M
Measured conversion · existing clients only · no new logos
REVENUE GOAL
Target
$15.8M
Signings + high-probability open deals materializing across all reps
Optimistic
$19.4M
Full pipeline conversion + new logos from NSM outreach
Revenue Goal — Quarterly Breakout
$2.1M
$4.2M
$4.8M
Peak
$4.6M
$15.8M
FY26
Total
Total
Q1
Q2
Q3
Q4
FY26
Ron Scalici
Equals 5
26 Active Clients
Live Pipedrive · Active Client label · Oncology · Rare Disease · Neurology · Immunology · Agency Partners
Pharma & Biotech
Agency & Media Partners
Equals 5
2026 Revenue by Channel
Jan 1 – May 4, 2026 · Won deals · Live Pipedrive data · $9.96M tracked across 60 deals
Social & Display Channels
Meta (Facebook / Instagram)
$4.4M 44%
LinkedIn
$3.2M 32%
Rare Disease Network
$250K 2.5%
Reddit
$88K 1%
TikTok
$75K <1%
X (Twitter) & Audience/Display
$74K <1%
Service Model Mix
60%
Managed Service
Managed Service
40%
Self-Service
Self-Service
Managed Service Fees
Management Fee
7%
Creative Services
4.4%
Reporting & Analytics
1.3%
Total Service Fees
12.7%
78%
of media revenue has an associated
service fee attached
service fee attached
Ron
Equals 5
High Value Accounts
Tom
Equals 5
New Logos
Brand new client relationships — first deal closed Q4 2025 or later.
Mesoblast
$75K
May 2026 · Ryoncil · Bea Lopez
Amneal Pharma
$30K
Dec 2025 · Steve Svec
CG Oncology
$151K
Feb 2026 · Chad Holloway
Indegene
$178K
Jan 2026 · Steve Svec
AstraZeneca
$152K
Jan 2026 · Chad Holloway
Orasis
$50K
Nov 2025 · Chad Holloway
Source: Live Pipedrive · May 8, 2026 · New logos = first ever won deal Q4 2025 or later
6 new logos $636K combined · Nov 2025 – May 2026
Chris Colella
Equals 5
Why Clients Choose Us
- 100% NPI-Level precision targeting — no wasted impressions, no lookalikes
- Measurable HCP engagement across 20+ channels in one platform
- Strategy + execution — we don't hand off, we deliver end-to-end
66 Clients
142 Pharma Brands
+90% NPI Match Rate
0.65% Avg CTR (6.5× industry)
48-hr Deployment
20+ Channels
Ron Scalici · Co-Founder & CRO
Equals 5
Why Clients Stay (and Grow With Us)
🎯
High-Value NPI Data, Not Just Media
Every impression tied to a verified physician identity — no wasted spend
🤝
Extension of the Client's Team
Strategic partners, not vendors — we own outcomes alongside them
🧩
We Simplify a Fragmented HCP Landscape
Especially social — cutting through platforms, MLR policies, and complexity
💡
We Proactively Bring Ideas and Solutions
We show up with the next move before they think to ask
Client Love
=
Earn Trust
→
Prove Value
→
Become Indispensable
Equals 5
Helping Clients Lean In
7.1×
Growth in 2 Years
+614%
From Test to Transformational Growth
2024
$336K
Focused initial engagement
2025 +162%
$879K
Consistent results + strategic recs
2026
+173%
$2.4M
Zanza + AOR + Omni-channel
What We Did
Delivered consistent results · Proactive strategic recommendations · Meta troubleshooting · Guided through LegitScript
Result
Expanded into long tail channels · Proven social media partner · Added brand Zanza · Deeper AOR + Omni-channel planning integration
Today
7.1× (+614% growth) in 2 years · Expected long-term partnership growth
Equals 5
Retention Is Our Greatest Growth Lever
Fastest Path to Growth
Expanding existing clients
Lower CAC, higher LTV — a retained client funds the next deal without a pitch
Retention Is Driven By
📊
Performance they can defend internally
🤝
Relationships that go beyond campaigns
🧠
Strategic value, not just execution
How We Grow Accounts
1
Start with a focused entry point
2
Prove performance quickly
3
Introduce adjacent capabilities
4
Continuously bring new opportunities
Start Small
→
Prove It
→
Scale Big
Equals 5
Equals 5 Core Solution
Social + programmatic at the core. Strategic add-ons extend it when the brief demands it.
Core Platform
Social Media
NPI-matched HCPs on Meta, LinkedIn, Reddit, X — Identi-5™ resolves every impression to a physician
Programmatic Display
IQM healthcare DSP — NPI-level bidding across display, native, video, CTV & audio
+90%
NPI Match
6.5×
Avg CTR
Strategic Add-Ons — Extend When It Makes Sense
Audience Enrichment
Specialty-segmented HCP datasets — fills gaps when NPI lists need enrichment by specialty, diagnosis, or prescriber tier.
HealthLink
Claims-Based Targeting
16B+ Rx claims — segments audiences by prescribing behavior. Powers DTC patient audiences from the same NPI lists.
PurpleLab
Rx Lift Measurement
Connects campaign impressions to prescription behavior, NPI by NPI. CFO-grade proof of script impact.
InsightsRx
Triggered Email
Rx-signal triggered sends to NPI-matched physician inboxes. Specialty-segmented, behavior-driven.
Pulse Health
Social Listening
Tracks HCP sentiment and brand conversation before, during, and after a campaign. Closes the perception loop alongside Rx lift data.
Talkwalker
Ron Scalici
Equals 5
DTC Programs
Reach the right patient. Prime the right physician. Measure the script.
Patient Side
Social + Programmatic, claims-based audiences
HCP Bridge
Same NPIs targeted in parallel — patient and physician primed together
HIPAA Safe
Aggregate reporting only — no PII, ever
Programs start at $25K/month
Ron Scalici
Equals 5
Partner Add-Ons
Approved working relationships — right tool for the right situation
HCP Audience Data
Specialty HCP Audience Datasets
Enriches thin NPI lists with specialty-segmented HCP audiences — 5M+ validated HCPs, NPI-level match, 90%+ avg match rate.
Use when: client list needs specialty gap coverage
Real-World Evidence
Claims-Based HCP Targeting
16B+ annual Rx claims identify highest-value prescribers. HIPAA-certified, NAI-accredited, SOC 2 Type II. 7M HCP profiles, 600+ segments.
Use when: need deep clinical prescribing signal
Healthcare DSP
Programmatic Built for Healthcare
NPI-level bidding across display, native, video, CTV, and audio. 85% HCP match rate. 75% US population. HIPAA certified. PLD reporting.
Use when: programmatic reach beyond social required
Triggered Email
Behavior-Triggered HCP Email
NPI-matched email to verified physician inboxes triggered by prescribing signals or campaign engagement. 28+ specialty segments.
Use when: extending reach into high-attention inbox channel
Script Lift Measurement
Did It Move the Needle?
Connects campaign exposure to prescribing behavior at NPI level. TRx, NRx, NBRx vs. matched controls — the data clients use to justify renewals.
Use when: client needs proof of script impact for renewal
DEMO READY
Social Listening
What HCPs Are Saying
Real-time HCP conversation tracking across 150M+ sources. Brand sentiment, competitive share-of-voice, before/after perception shifts around campaign launches.
Use when: client wants brand perception + competitive SOV proof
Chris Colella & Stephany Rosa
Equals 5
How to Sell This
Three rules. Every deal. Every time.
01
Lead with Outcomes
Ask what the client needs to prove — not what they want to buy
Example
"What does success look like for this brand at the end of Q4? What number do you need to hit to get budget approved next year?"
02
Diagnose, Then Prescribe
Tie every solution to a specific business problem they named
Example
"You said your top 200 NPIs aren't moving. That's a targeting gap — not a message problem. Here's how we fix it with PurpleLab + PLD reporting."
03
Sell the Full Stack
Piecemeal deals are smaller and harder to renew — packages compound
Example
"Social alone is $80K. Add PLD reporting and InsightsRx and you're at $120K — but now they can prove ROI and you're renewing at $200K next year."
Ron Scalici
Equals 5
Take a Break
Back in 10 minutes — Act 3 is next: How We Win
Equals 5
Keeping Your Enemies Close
Five companies compete for the same pharma HCP media budgets. Here's how they stack up.
DeepIntent
Medium-High
AI-driven HCP DSP. Strong programmatic display and CTV — but no native social activation. Head-to-head at Amgen: EQ5 delivered 6.5× higher CTR.
"Where is your NPI-targeted social with physician-level reporting?"
PulsePoint
High Threat
Division of Internet Brands (WebMD). Strong EHR/endemic reach — 4.2M NPI foundation — but no NPI-targeted social. Dominates white coat moments, not news feeds.
"Does your omnichannel include NPI-targeted social with physician-level reporting?"
IQVIA Digital
Medium
Largest pharma data company moving into media activation. Massive NPI database — but no native social execution. Activates through third-party channels; data strength doesn't equal campaign performance.
"Does your IQVIA buy include NPI-targeted social with physician-level engagement reporting?"
Swoop
Low-Medium
Part of Real Chemistry. Data company — builds NPI audiences but has no activation platform. DTC-first; HCP secondary. Clients stitch their own channel buy.
"Where do you activate those audiences on social with NPI-level tracking?"
CMI / Compas
Medium + Partner
WPP-owned, largest pharma media agency. Quotes $65 CPM — but that's PLD only. All-in is ~$140 vs. our $185. The gap is $45 — and they buy us because they can't replicate it.
CMI grew +147% YoY with us — they buy our social NPI because they can't build it.
Chris Colella
Equals 5
Value To Pharma Direct
Why we sell direct — and who in pharma you need to own.
Next Best Action
Reach the right HCP at the right moment
Our NPI data signals identify which physicians are actively engaging with a therapeutic area — so campaigns reach high-propensity HCPs, not just a list.
→ Behavioral targeting by specialty & prescribing pattern
→ Dynamic audience refresh as physicians respond
→ +90% NPI match rate — deterministic, not modeled
CRM Integration
Digital engagement flows directly to field reps
Campaign engagement data is pushed nightly to Veeva, AMO, and Empower via sFTP — field reps wake up knowing which HCPs engaged with a brand ad the day before.
→ Veeva · AMO · Empower · sFTP native delivery
→ NPI-level engagement visible in rep workflow
→ Bridges digital & field in a single intelligence layer
Closed-Loop Measurement
From impression to prescribing behavior
Every campaign closes the loop — NPI-level engagement matched against prescribing data to prove what changed in physician behavior after exposure.
→ Physician-level engagement & attribution reports
→ Rx lift & script-level outcome analysis
→ Live campaign dashboard — client-facing & real-time
Equals 5
EQ5 Agent
Your Agent.
AI that continuously monitors what matters — and surfaces exactly what you need to know, exactly when you need it. No hunting required.
For Clients
Performance insights, front and center
Campaign status, NPI engagement, and flight dates — live and always current. They stop asking. The information is already there.
For Partners
Program visibility without the back-and-forth
Shared view of program status and delivery — no hunting, no duplicate questions, relevant to their role.
For Our Team
The signal that drives your next move
Pipeline data, competitive intel, territory news, drug launches — surfaced before every call. Prep in under 2 minutes.
We work while you sleep.
Ron Scalici
Equals 5
Reading from & writing to every platform — one conversation changes everything
Claude Chat
Claude Code
Claude CoWork
Ron Scalici
Equals 5
We Work While You Sleep.
AI monitors relevant data sources around the clock — surfacing performance insights, highlights, and the details that drive decisions. No hunting required.
What EQ5 Agent monitors for you
Campaign pacing & delivery
Flags off-track flights before they become problems
NPI engagement signals
Physician-level attribution, surfaced when it's relevant
Renewal windows approaching
Both sides see it — conversations start early
Territory news & drug launches
Rep-relevant signals, updated every Monday
Pipeline & deal context
Live Pipedrive data, no spreadsheets, no lag
Monday morning — already loaded
Client opens EQ5 Agent and the weekend's performance is right there. No wait. No request. The intelligence ran overnight.
Before a QBR — already prepped
Send the link two days before. Client arrives informed. You spend the meeting on strategy, not status.
Renewal — they come to you
When clients see their own flight expiration and engagement data, they start the conversation. You don't have to chase them.
Active EQ5 Agent portals live now
11 clients
Stephany Rosa
Equals 5
No Hunting. No Noise. Just Signal.
The intelligence layer for the team — pipeline, competitive, territory news, rates, and tools. Surfaced for you. Live now.
EQ5 Agent Portals
Client Smart Share
Live campaign data, NPI attribution, and deal history for every active client — shareable with one link.
eq5-hub.pages.dev/clients ↗
Pipeline
Leaderboard
Live rep rankings, revenue attainment vs. goal, deal velocity — updated from Pipedrive every week.
eq5-hub.pages.dev/leaderboard ↗
Intelligence
Competitive Intel
Battle cards, win/loss analysis, and live objection handlers vs. DeepIntent, CMI, Doceree & others.
eq5-hub.pages.dev/competitive ↗
Pricing
Channel Rates
Current CPM ranges, floor rates, and packaging guidance — social, programmatic, HCP, and DTC.
eq5-hub.pages.dev/rates ↗
Tools
Sales Tools
HCP Calculator, Competitor Analysis, RMN Proposal generator — live and ready to use on any call.
eq5-hub.pages.dev/tools ↗
Ron Scalici
Equals 5
Easy. Intuitive. Entirely Your Own.
Every EQ5 Agent experience is personalized — the right data, for the right person, at the right moment. One link. Always current.
What Each EQ5 Agent Portal Shows
Active programs — every live campaign with brand, channel, status, and flight dates
NPI attribution — physician-level engagement matched to the client's list
Deal & pipeline history — full won-deal log with values, dates, and owning rep
Renewal signals — campaign end dates visible before expiration
Key contacts — client-side stakeholders, agency context, and brand history
Incyte
Novo Nordisk
Sumitomo
Exelixis
AstraZeneca
+ 6 more
Before every client call
Open the portal — see what's live, what's ending, what's in proposals. Show up informed without hunting down the rep.
Renewal early warning
Flight end dates are visible to both account services and the client. No campaign should expire without a conversation already started.
Kickoff on day one
New deals appear in the portal immediately after close. Account services initiates kickoff with brand context already loaded.
Share the EQ5 Agent link
One URL. Clients bookmark it, check it, share it up the chain. Live data — no PDF, no delay, no "let me pull that."
Stephany Rosa