Review marketing against SEC rules
Validate billing against your ADV
Audit filings before the exam
Build your own agents in minutes
Trigger agents from Slack or email
The Unified Intelligence
Platform
Deploy pre-built agents or build your own. Grounded in global regulatory policies or your firm's rules. Every run produces examiner-ready evidence.
AI prepares the work. You approve it. PitCrew documents it.
20 free runs/month · No credit card required · 40+ integrations
The Platform
Your policies. Your rules. Your agents
A policy engine grounded in regulatory policies and your firm's rules. A workflow engine that orchestrates the work. Deploy pre-built agents or build your own in the Factory.
Build agents in plain language
Describe your workflow and PitCrew generates a complete agent board with the right tasks, data sources, and rules. No code required.
Grounded in real rules
SEC, FINRA, and your firm's compliance policies, fee structures, and obligations. Agents reason with actual regulatory context, not generic AI.
Test in the sandbox, deploy when ready
Run custom agents against sample data before going live. Validate findings, tune logic, confirm outputs.
Trigger from Slack, Gmail, Teams & 40+ tools
Run agents inside PitCrew or trigger them externally. Every run produces findings with rule citations and a documented evidence trail.
Evidence Ledger: every action logged
Every agent run produces a searchable record of inputs, rules applied, findings, and your decisions. Examiner-ready without extra preparation.
Built for Your Role
One platform. Every role covered
Whether you run compliance, operations, or IT — PitCrew deploys the right agents for your workflows.
Catch risks before the exam, not during it.
Review every post, audit every filing, validate every marketing doc. Findings come with rule citations and a full audit trail.
Run flawless operations. We track every detail.
Deadlines met automatically, billing validated against your ADV, exceptions surfaced with owners assigned. No more chasing items across email threads and spreadsheets.
One platform. Not six vendors and a spreadsheet.
Connects to your existing stack — Orion, Salesforce, Schwab, Fidelity. Compliance, finance, and ops agents run on live data. One vendor, one security review.
How It Works
Your systems. Your data. Your controls
PitCrew connects to the tools your firm already uses. AI surfaces findings. You make every call. Everything is documented.
Connect Your Systems
Custodian data, CRM exports, billing files, documents. Your data flows in from the tools you already use.
AI Surfaces Findings
Compliance violations, fee discrepancies, operational exceptions. Flagged with specific rule citations and evidence.
You Make the Call
Review, approve, or override every finding. No AI makes decisions for you. You're always in control.
Everything Documented
Every action, decision, and override logged in one evidence ledger. Examiner-ready, always.
Pre-Built Agents
Ready to deploy. Grounded in SEC & FINRA rules
Every agent is grounded in actual regulatory requirements. Deploy one or run them all. Need something specific? Build your own with the Factory.
Form ADV Auditor
Ensure consistency between Form ADV Part 1 and Part 2. Compares services, fees, and client types to identify discrepancies across your regulatory filings.
- Validation checks
- Alignment review
- Findings report
Social Post Auditor
Review social media content against FINRA 2210 rules. Validates posts for promissory language, performance claims, testimonials, and risk disclosure requirements.
- FINRA checks
- Auto flagging
- Recordkeeping
Fee Schedule Reviewer
Review client invoices against RIA billing data and Form ADV requirements. Produces a detailed compliance summary to ensure fee accuracy across your book.
- Invoice review
- Fee accuracy
- Summary report
Marketing Content Auditor
Automates compliance review of marketing documents against FINRA 2210 regulations. Analyzes content, selects applicable rules, and validates against policy.
- Rule engine
- Disclosure checks
- Policy alignment
Compliance Calendar Builder
Generate a custom compliance calendar based on firm registration. Analyzes your obligations to build a tailored schedule of filing deadlines and review dates.
- Custom dates
- Tracking
- Reminders
Competition Researcher
Compare your Form ADV Part 2A fee disclosures against competitors. Enter CRDs to visualize exactly how your firm's fees and services stack up.
- Fee benchmarking
- CRD comparison
- Analysis
Let's Talk
Ready to see PitCrew in action?
Tell us about your firm and we'll reach out to schedule a walkthrough.
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You're the driver. We're the PitCrew.