Founding pilot application

Tell us how your firm runs today and where you want AlphaDesk to take over.

This application is meant to help us understand your current stack, migration priorities, and rollout timing before the first implementation conversation.

01
Faster qualification. We review your incumbent systems, operating complexity, and pilot fit before we schedule time together.
02
Better first conversation. Instead of a generic demo, we can show a rollout path that matches your firm and your team.
03
Cleaner migration planning. The more we know up front, the easier it is to scope reporting, billing, CRM, and workflow replacement intelligently.

Apply for the pilot

About 3 minutes. Use a work email so we can tie this request to your demo or future workspace cleanly.

Firm
Operating profile
Current stack
Launch

Firm profile

Start with the basics so we know who should own the conversation and how to reply.

Operating profile

Help us understand the scale and operational shape of the firm.

Current stack

Tell us what you use today so we can understand the migration scope and replacement strategy.

Launch timing

This helps us scope urgency, pilot type, and whether a strategy walkthrough should happen before a live rollout.

Submitting your application...

You are in.

Your AlphaDesk pilot request is now in the queue. We will follow up shortly with next steps, pilot fit, and the best rollout path for your firm.

Open the live demo Review the Trust Center