Forward Deployed AI

How It Works

• Scope — We identify your highest-ROI automation targets across existing workflows
• Build — Production-grade AI tooling is deployed directly to your systems weekly
• Iterate — Weekly demos, async Slack updates, and continuous improvement based on your team's feedback

What You Get

• Monthly rolling subscription — cancel anytime
• Dedicated AI engineer embedded with your ops team
• Full IP ownership — all code ships directly to you
• Weekly demos, async Slack updates, and a dedicated AI Project Manager

Who This Is For

• Lending operations teams ready to automate but without in-house AI engineering capacity
• Firms that have tried generic AI tools and need custom integration with their existing systems
• COOs and ops leaders who want to see results weekly, not quarterly
• Teams with 3+ manual workflows that should be automated

Who This Is Not For

• Firms looking for a one-time consulting engagement
• Organizations that need a full-time hire rather than a sprint-based model
• Teams not ready to commit engineering access to their systems

What the Engineer Does Weekly

• Ships code to your repo — production-grade commits against your codebase, not a sandbox
• Weekly demo — live walkthrough of every feature shipped that week with your ops team
• Async Slack updates — daily progress and blockers posted to your team channel
• Pipeline monitoring — ongoing tuning of extraction accuracy, alert thresholds, and processing speed
• Integration testing — every deployment validated against your staging environment before production

Integrations We Build

• LOS and CRM population — Salesforce, custom systems, or spreadsheet-based workflows
• Payment processor monitoring — automated reconciliation across multiple processors
• Email-based document intake — AI pipelines that extract, classify, and route inbound documents
• Bank statement extraction — structured data from PDFs into your database or spreadsheets
• Property data API connections — CoStar, county records, and valuation feeds
• Borrowing base certificate automation — collateral reporting generated from live portfolio data

What a 90-Day Engagement Looks Like

• Week 1–2 — Scope your highest-ROI automation target and deploy the first production workflow (48-hour average first deploy)
• Week 3–4 — Iterate based on team feedback and expand to a second workflow
• Month 2 — Integrate with core systems (LOS, CRM, payment processor) and connect data flows end-to-end
• Month 3 — Portfolio monitoring, risk alerts, and reporting dashboards go live. Full operating intelligence layer deployed.

Client Results: Mid-Market Revenue-Based Financing Lender

An 8-person underwriting team was bottlenecked by manual document extraction and spreadsheet-driven workflows. Within 90 days of engagement, we deployed AI-powered document processing, automated stacking risk detection, and a one-click offer system.

• 3x deal capacity — from 50 to 150 deals/month, same team
• Document processing: 60 minutes to 2 minutes with 95%+ accuracy
• 20–30% reduction in loss rates from early stacking detection
• Same-day offers — down from 2–3 business days

“Before Starter Stack, our underwriters were really just expensive data-entry clerks. Now the system does that in seconds, flags the risks automatically, and lets our team focus on the judgment calls that actually require human expertise.” — CEO, Alternative Lending Company

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What We Deploy

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