One record. Many agents working from it.
The workflows below are examples, not the boundary. Arvya remembers the deal once, then prepares work across email, calendar, CRM, Drive, SharePoint, documents, data rooms, research, and firm-specific systems.
See it on a live deal ↗Capability map
Scheduling Agent
Deal logistics
Deal Tagger
Inbox organization
Deal Activity Tracker
Process tracking
Arvya Notetaker
Meeting intelligence
CRM Agent
CRM hygiene
VDR Agent
Diligence coordination
Weekly Update Agent
Status reporting
Ask Arvya
Deal Q&A
Examples of what Arvya prepares
Live deal execution
Scheduling Agent
Deal logistics
Gets the call on the calendar without becoming the bottleneck.
→02
Deal Tagger
Inbox organization
Every message starts in the right deal context.
→03
Deal Activity Tracker
Process tracking
Keeps the buyer tracker current as the process moves.
→04
Arvya Notetaker
Meeting intelligence
Turns calls into structured deal memory.
→05
CRM Agent
CRM hygiene
Makes the CRM useful without making the team feed it.
→06VDR Agent
Diligence coordination
Keeps diligence questions moving with evidence attached.
→07
Weekly Update Agent
Status reporting
Assembles the process update before Friday night.
→08
Ask Arvya
Deal Q&A
Answers deal questions from the record, not from a guess.
→One record
Every workflow reads from the same deal context.
Extensible agents
Scheduling, trackers, CRM, notes, VDR, weekly updates, tagging, Q&A, email, Drive, SharePoint, documents, research, and custom firm workflows.
One approval line
Arvya prepares. The deal team decides.