Forward Deployed Experts

You describe the problem. We deploy the solution.

Q: What is a Forward Deployed Expert?

A Forward Deployed Expert (FDE) is a PitCrew team member who embeds with your firm to configure, calibrate, and launch AI agents against your actual data and processes. They handle discovery, build, testing, and handoff. You get a configured platform, not a manual.

Q: How long does the engagement take?

15 working days from kickoff to production. The clock pauses when waiting on your team for access, data, or approvals. Most firms are live within 3 calendar weeks.

Q: What happens after the engagement ends?

Your firm keeps the fully configured platform with all agents running in production. You can operate existing workflows, build new ones, or engage PitCrew again for the next initiative.

A Forward Deployed Expert from PitCrew embeds with your team, maps your workflows, connects your systems, and delivers live AI automation configured to your firm's exact rules. Not a login and a support ticket. A person and a platform.

Start here

Built like an engagement. Delivered like a product.

Catalog

Days 1-2

Configure

Days 3-7

Calibrate

Days 8-12

Operate

Days 13-15

Current

Cataloging your workflows

The Process

Four phases. Fifteen days. Done.

Catalog

Map your recurring workflows. Identify which ones are automation-ready. Prioritize by time saved and frequency. You get a Pilot Memo scoping exactly what we'll build.

Days 1-2

Configure

Connect your systems of record. Define your rules: approval paths, thresholds, exceptions. Build agents to your firm's exact spec.

Days 3-7

Calibrate

Run agents against your real data. Compare outputs to your team's judgment. Tune until we hit 85-95% agreement rate.

Days 8-12

Operate

Go live in production. Monitor runs. Your team reviews and approves. Evidence trail runs automatically from day one.

Days 13-15

Days 1-2

Days 3-7

Days 8-12

Days 13-15

After go-live

You keep the fully configured platform with all agents in production. Build new workflows with the agent builder, extend existing ones, or bring us back for the next initiative. Monthly operations reviews track performance, flag edge cases, and identify expansion opportunities.

The Model

Three commitments

FDE-led

You choose what to automate. Your Forward Deployed Expert maps the workflow, owns the relationship, and trains your team at go-live.

Factory-delivered

An engineering and product team builds to your spec on the PitCrew platform. You never touch the builder. You see results.

Outcome-tracked

QA sign-off, SLA reporting, and ROI billing every month. You pay for outcomes delivered, not seats occupied.

Why This is Different

Not a consultant. Not a vendor.

Consulting Firms

Give you a roadmap and recommendations. You still need to find the software and build it yourself. Engagement ends, nothing is running.

Software Vendors

Give you a login and documentation. You still need to configure, integrate, and maintain it yourself. Support ticket when it breaks.

PitCrew
A configured, running platform and the expert who gets you there. 15 working days, first call to production. The engagement ends. The platform does not.

What You Get

Every engagement produces

Deliverable	Detail
Skills in production	Running daily, not a demo Day 15
Calibration agreement	Matched against your team's historical decisions 85-95%
Trained staff	Operating independently from go-live
Evidence trail	Every action documented, every run auditable
Reusable templates	Next workflow starts 50% done

Our guardrails

Scope freezes at Pilot Memo. New requests become follow-on engagements.
Day 20 hard ceiling. We narrow scope, never extend timelines.
No build without signed spec. Pilot Memo + Eng Spec first.
Below 80% after calibration? We stop. Wrong wedge. Re-scope.

15 working days to live

Clock pauses when waiting on your team. 20 working days hard ceiling.

Zero data retention

Your data processes in memory and leaves. Nothing stored, nothing trained on.

SOC 2 Type II certified

Three-tier AWS network isolation, KMS encryption, TLS 1.2+.

Common questions

What is a Forward Deployed Expert?

A PitCrew engineer who works directly with your team. They learn your workflows, connect your systems, configure agents to your policies, and calibrate against your historical decisions. They stay until the system is running in production and your team is trained.

How long does the engagement take?

15 working days from first call to production. The clock pauses when waiting on your team. Hard ceiling of 20 working days. If we can't hit 80% calibration agreement in that window, we stop and re-scope.

What happens after the engagement ends?

You keep the fully configured platform with all skills running in production. Build new workflows, extend existing ones, or bring us back for the next one. The engagement ends. The platform does not.

Do I need to replace my existing systems?

No. PitCrew connects to your existing systems: custodians (Schwab, Fidelity, Pershing), CRMs (Salesforce, Redtail, Wealthbox), portfolio management (Orion, Tamarac), and 40+ more. No rip-and-replace.

What does it cost?

The design partner engagement is free. After go-live, you pay for outcomes delivered. Monthly billing tied to the skills running in production, not seats or users.

Start with a diagnostic

Tell us about your biggest workflow challenge. We'll show you exactly how we'd approach it.

We'd like to understand your specific setup. Enter your details and we'll reach out.

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