Agent team
Agents are assigned work, not opened in another chat window.
Each agent operates against the same permissioned transaction state, carries the source behind its work, and hands consequential decisions back to the banker who owns them.
See the agent teamOne shared Deal Brain
Specialists around the same live transaction.
The value is not eight isolated assistants. It is one event updating shared state so the right specialist can prepare the next piece of work without losing context.
Deal logistics
Scheduling
Gets the call on the calendar without becoming the bottleneck.
See the workflow
Inbox organization
Deal Tagging
Every message lands in the right deal's memory.
See the workflow
Process visibility
Buyer & Deal Tracking
The tracker stays current because the work updates it.
See the workflow
Call capture
Arvya Notetaker
Every call becomes verified deal memory.
See the workflow
CRM trust
CRM Writeback & Enrichment
The CRM becomes accurate without the team typing into it.
See the workflowDiligence coordination
Data Room Q&A
Diligence questions get cited answers, not another status meeting.
See the workflow
Client reporting
Weekly Client Updates
The process update assembles itself from the deal's memory.
See the workflow
Deal memory Q&A
Ask Arvya
Ask the deal a question. Get an answer with sources.
See the workflowBankers own judgment
Select, advise, negotiate, disclose, and approve.
The people closest to the client and counterparty keep the decisions customers actually hire bankers to make.
Agents own execution
Remember, reconcile, draft, coordinate, route, update, and verify.
The administrative layer becomes software while the firm keeps explicit control over the actions that carry risk.
One live mandate