The capacity problem
The work that slows deals down isn’t judgment. It’s logistics.
Deal trackingBuyer updates scattered across emails, Teams messages, and call notes. Someone still has to find every update and get it into the tracker before the next status call.
Meeting coordinationSix emails to book one call. Three time zones, two executive assistants, and one deal team member stuck in the middle.
Weekly status assemblyPiecing together what happened across dozens of threads, meetings, and a stale CRM — before every status call.
Integrations
The Deal Brain runs on the stack your team already uses
Arvya orchestrates workflows across your CRM, data room, inbox, and deal sources — keeping the record trustworthy and adapting to the way your firm actually works. No new login, no data migration, no context switching.
Outlook
Teams
Salesforce
DealCloud
OneDrive
Azure
Datasite
Intralinks
Dropbox
HubSpot
Affinity
Slack
Box
Excel
SharePoint
Zoom
Google Drive
Notion
Outlook
Teams
Salesforce
DealCloud
OneDrive
Azure
Datasite
Intralinks
Dropbox
HubSpot
Affinity
Slack
Box
Excel
SharePoint
Zoom
Google Drive
Notion
CRM & relationship intelligence
- DealCloud
- Salesforce
- Affinity
- HubSpot
- Microsoft Dynamics 365
- Attio
- Pipedrive
- MadeMarket
Data rooms (VDR)
- Datasite
- Intralinks
- Firmex
- Ansarada
- iDeals
- Box
- Dropbox
Microsoft 365 & Azure
- Outlook
- Teams
- Microsoft Graph
- OneDrive
- SharePoint
- Excel
- Azure
Meetings & notes
- Microsoft Teams
- Zoom
- Google Meet
- Arvya Notetaker
Comms & collaboration
- Slack
- Gmail
- Google Workspace
- Notion
Sourcing & market data
- PitchBook
- S&P Capital IQ
- Grata
- SourceScrub
- AlphaSense
- Preqin
Microsoft 365, Salesforce, and DealCloud are live today. Additional connectors are configured per deployment as part of your Custom Workflow Pack.
Six emails to book one call. The Scheduling Agent handles it.
Management presentations, diligence calls, working groups — the Scheduling Agent checks calendars, routes through EAs, handles time zones, and prepares the invite. You review and send.
Six emails to book one call. The Scheduling Agent handles it.
Management presentations, diligence calls, working groups — the Scheduling Agent checks calendars, routes through EAs, handles time zones, and prepares the invite. You review and send.
Every email, every deal — labeled and searchable instantly.
Deal Tagger auto-classifies every email by deal as it arrives. Your team stops re-searching their own inbox and starts from the right thread, every time.
Re: Due diligence materials - Project Gazelle
Hi team, I've attached the updated financial model with the revised assumptions we discussed...
IC Meeting - Deal Phoenix prep
Investment Committee presentation is scheduled for Thursday at 3pm EST. Please review...
Updated buyer list - Acme Acquisition
The strategic buyer universe has been expanded. Added 12 new potential acquirers from...
Management presentation feedback
Great progress on the deck. A few comments on the market sizing section that we should...
Deal activity is scattered across emails, calls, and messages. Nobody has time to track all of it. The Deal Activity Tracker keeps everything accurate automatically — nothing gets missed.
Buyer status, diligence updates, advisor follow-ups — deal activity happens across email, calls, and Teams. The Deal Activity Tracker captures it all automatically. No manual entry, no missed updates.
| Entity | Contact | Status | Notes |
|---|---|---|---|
Bain Capital | David Chen | CIM Sent | [01/28] Reviewing materials |
Thoma Bravo | Sarah Chen | CIM Sent | [01/25] Awaiting feedback |
Vista Equity | Michael Ross | NDA Signed | [01/22] NDA executed |
Carlyle Group | Jennifer Wu | Declined | [01/20] Valuation mismatch |
KKR | James Park | Interested | [01/18] Requested management call |
Your meetings get transcribed, structured, and searchable.
Arvya Notetaker joins Teams and Zoom calls, captures the conversation, and extracts action items, decisions, and buyer signals — structured and searchable, not buried in someone’s OneNote.
Nobody should have to update the CRM. The CRM Agent does it all after every call, meeting, and email.
Calls, meetings, emails — the CRM Agent logs everything to Salesforce or DealCloud automatically. No manual entry, no stale records. MDs can ask any question and get answers straight from live CRM data.
Your data room runs itself. You stop being the human router.
The VDR Agent connects to Datasite and Intralinks to route Q&A to the right people, track buyer engagement, and answer diligence questions with cited sources directly from the data room — so you’re not forwarding emails between the VDR and your inbox.
Buyer Activity
The Friday night status report, assembled by morning.
The Weekly Update Agent pulls buyer activity, meeting outcomes, and workstream progress into a reviewable process update — so associates stop rebuilding the same report from six sources every week.
Ask any question about any deal. Get a sourced answer.
Ask Arvya answers from your full deal history — emails, meetings, documents, CRM records — with cited sources. No more 45-minute inbox hunts to find what the CFO said last Tuesday.
What is Arvya?
Arvya is an AI deal execution team for investment banks and private equity firms. Eight specialist agents — scheduling, deal tagging, deal activity tracking, meeting notes, CRM updates, VDR management, weekly status updates, and Ask Arvya deal Q&A — run inside Microsoft Outlook, Teams, and your existing CRM and VDR. All agents share a Deal Brain, a structured per-deal memory built from your firm’s emails, meetings, and documents.
Where does Arvya store our deal data?
Arvya is deployed inside your firm’s own Microsoft Azure tenant. Deal data, emails, documents, and embeddings stay in your tenant. Arvya does not train models on your data and does not exfiltrate data to a multi-tenant SaaS environment.
Does Arvya send emails or take actions on our behalf without review?
No. Arvya is draft-first. Every outbound action — replying to a buyer, updating the CRM, scheduling a meeting, sending a weekly update — is prepared as a draft inside Outlook or the relevant tool and requires explicit human approval before it is sent or written.
Which firms is Arvya built for?
Arvya is built for sell-side investment banking deal teams (M&A advisory, capital markets) and private equity deal teams running live transactions. The agents are designed for the workflows of analysts, associates, VPs, MDs, and partners who run their day inside Outlook, Teams, Salesforce or DealCloud, and Datasite or Intralinks.
What is the Deal Brain?
The Deal Brain is Arvya’s shared per-deal memory. It continuously assembles every email, calendar event, meeting transcript, CRM record, and document related to a deal into a structured, searchable knowledge base. Every Arvya agent — scheduling, drafting, CRM, VDR, weekly updates, Q&A — reads from and writes to the same Deal Brain, so context never falls out of sync.
Work with Arvya
Not just a product — a team that builds AI into your business.
Beyond the platform, Arvya partners with finance and mid-market teams to design, build, and ship production AI around real workflows — eval-first, human-approved, and built to last.
Work with us →Evals before models
A test harness first, so the system is measured — not guessed.
One workflow at a time
Narrow and shipped beats broad and stuck.
A human approves
Sensitive actions are drafted, reviewed, and audited.
Outcome-aligned
We can tie the work to the value it creates.