How we work

Six functions. Two engagement models.
One team.

An energy team runs six functions — procurement and risk management, cost operations, risk & markets, load & assets, sustainability, and regulatory intelligence. We run all six (Turnkey), or we own the scope you assign alongside your internal energy lead (Co-Managed Advisory). The scope changes; the team and the depth don't.

Six functions. Two engagement models.

Every Pilot engagement runs on the same six functions. What changes is who runs which one. In Turnkey, Pilot operates all six. In Co-Managed Advisory, scope is defined at engagement design — Pilot operates the functions your team assigns, coordinated with the rest under your energy lead's ownership.

What runs inside every engagement.

An in-house energy manager runs about thirty different things — from contract negotiation to capacity tag management to monthly board reporting. Pilot groups them into six functions, each with a clear remit.

01

Commercial Strategy

How you buy energy

  • Procurement strategy and supplier RFPs
  • Contract negotiation and lifecycle
  • Account setup, M&A load integration
  • Wholesale market access
02

Cost Operations

What you're paying and why

  • Invoice audit and refund recovery
  • Tariff analysis and rate optimization
  • Bill pay across multi-site portfolios
  • Monthly variance analysis
03

Risk & Markets

What you're exposed to

  • Energy budget forecasting
  • Hedge strategy and effectiveness review
  • Capacity exposure: ICAP, 4CP, ICR
  • Board and executive reporting
04

Load & Assets

How you use energy

  • Interval data monitoring
  • Demand response program design
  • BTM generation and storage advisory
  • CHP and peak shaving design
05

Sustainability & Reporting

What you owe the world

  • Scope 2 emissions accounting
  • Corporate PPA strategy
  • REC and offset procurement
  • Internal reporting support
06

Regulatory & Market Intelligence

What's changing

  • ISO/RTO market monitoring
  • PUC docket and FERC order tracking
  • Market access evaluation
  • Strategic briefings to leadership

Three things that don't change.
Scope shifts. These don't.

01

Independence.

We sit on your side of the table.

Pilot doesn't sell power or install equipment. Our compensation is structured to never depend on which supplier wins your business. When brokerage is part of the work — and sometimes it is — it's a tool we use for you, not the business model.

02

Continuity.

The same team, year over year.

The energy advocates assigned to your account stay assigned. No rotating cast. No re-explaining your portfolio every twelve months. Our client relationships go back 25 years; most of our senior advocates have more than 15 years of industry experience.

03

Visibility.

You see what we see.

Every engagement runs on PowerUp. Real-time market data, contract visibility, capacity tracking, and the data behind every recommendation, in one place. The dashboard your finance team and board see is the same one we work from.

What onboarding actually looks like.

Energy advisory engagements often start with a 60-minute kickoff and a 90-day "discovery" period before anything happens. Pilot doesn't work that way. Here's the sequence — same shape regardless of engagement model, compressed for Co-Managed scope.

Week 01

Engagement design

Scope definition for Co-Managed (which functions Pilot owns). LOA execution. Supplier and utility data requests issued. PowerUp access provisioned for client team.

Weeks 02–04

Discovery in parallel with action

12 months of invoices and contracts loaded. First tariff audit completed. Outstanding refund opportunities flagged. Market posture and renewal calendar mapped. First reporting cadence established with stakeholders.

Weeks 05–08

First wins delivered

Tariff switches filed where applicable. Refund claims submitted. Hedge strategy reviewed against current portfolio. Capacity tag tracking initiated. First monthly variance report delivered.

Weeks 09–13

Steady-state running

Renewal RFPs prepared for any contracts expiring in the next 12 months. DR program enrollment evaluated. Decarbonization opportunities scoped if relevant. Board-level energy briefing prepared if requested. Engagement settles into ongoing operating rhythm.

How engagements get priced.

We can't quote a number on a website without knowing your portfolio — and any firm that does is selling something. Here's how Pilot thinks about pricing instead.

01

Scoped to engagement

Turnkey is priced as a managed engagement — typically annual retainer scaled to portfolio complexity (sites, markets, spend, contract velocity). Co-Managed is priced to the defined scope, with formal annual review.

02

Disclosed, every time

Every fee structure is disclosed in the engagement agreement. When fees are recovered through supplier-side mechanisms (sometimes they are, when it's structurally efficient), it's documented and the amount doesn't bias which supplier we recommend.

03

Aligned, not transactional

Pilot compensation is structured so the firm wins when the client wins. We don't take percentage-of-savings deals (creates perverse incentives around baseline). We don't take supplier rebates that depend on which supplier you choose.

Ready to scope an engagement?
Let's talk specifics.

A 30-minute call with one of our energy advocates. We'll listen to where you are, ask specific questions about your portfolio, and tell you whether Pilot is the right fit — and what shape the engagement would take if so.

Already a client? support@pilotenergy.com