Scheduling Agent
Deal Tagger
Deal Activity Tracker
Arvya Notetaker
CRM Agent
Ask Arvya
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
Native to the tools your deal team already runs on
Arvya connects directly to Outlook, Teams, Salesforce, DealCloud, OneDrive, and your VDR — no new login, no data migration, no context switching.
Outlook
Teams
Salesforce
DealCloud
OneDrive
Azure
Datasite
Intralinks
Dropbox
HubSpot
Affinity
Slack
Box
Outlook
Teams
Salesforce
DealCloud
OneDrive
Azure
Datasite
Intralinks
Dropbox
HubSpot
Affinity
Slack
Box
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.
The Deal Brain
Every agent feeds a shared memory. Every question gets a sourced answer.
Emails, meetings, documents, CRM records, VDR activity — all structured, all searchable, all connected. The Deal Brain is the substrate your agents build on. The more your team works, the smarter it gets.
Know who is involved
Internal team members, buyers, advisors, and assistants mapped from the work already happening.
See what changed
Buyer movement, meetings, and next steps stay tied to the live process history.
Answer with evidence
Ask Arvya can answer from structured deal history instead of inbox archaeology.
Onboard faster
New team members ramp faster when the deal history is already organized.
Security
Built for confidential transactions
Draft-first by default
Emails, tracker updates, and calendar actions are prepared for review before anything happens.
Deep in the Microsoft ecosystem
Embedded in Outlook and Microsoft 365, where bankers already work. Not another tab or portal fighting for attention.
Deploy in your Azure tenant
Self-host in your Azure environment. Full control over data residency and retention.
Auditable by design
Every action, recommendation, and approval path stays explainable and reviewable.
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.