Agentic deal execution
AI Deal Execution Team
Arvya is deal management rebuilt AI native: one platform, one verified deal memory, every execution workflow a view over it: approval-first, receipted, inside Microsoft 365.
Book a Working SessionAn AI deal execution team is not a roster of bots. That model just creates new silos. Arvya is built the other way: one platform with one verified deal memory, where every execution workflow (pre-call briefs, call capture, CRM writeback, buyer tracking, weekly updates, data room Q&A) runs as a view over the same cited record. Humans approve every write and send, and every CRM write is read back as a receipt. The destination is self-driving process management (the whole deal run from one screen, where status is a byproduct of work), in development, on the same approval-first model.
// who this is for
IB and PE teams that want AI running execution work, not only answering research questions.
Firms that need one context layer across Microsoft 365, CRM, trackers, and data rooms, while keeping every one of those tools.
Teams that require evidence, approvals, audit logs, and permission boundaries before AI touches deal work.
The problem
- Deal work is fragmented across systems sold as separate products; the context lives in people's heads and inboxes.
- AI search helps find information, but the workflow stays open-loop: nothing gets updated, logged, or verified.
- A generic assistant cannot safely write into CRM, trackers, email, or calendars without finance-native controls.
What Arvya does
- Runs the live execution workflows (briefs, notetaking, CRM writeback with receipts, buyer tracking, weekly client updates, cited data room answers) over one shared Deal Brain.
- Makes every action improve the memory: each approved update sharpens the next brief, tracker row, and answer.
- Keeps every outbound and writeback action drafted for review, auditable, and confirmed with a receipt.
// how it works
Connect the firm's Microsoft 365, CRM, trackers, meetings, and data room references. Bring your own stack, configured per deployment.
Build one deal-scoped verified memory with source citations and access controls.
Stage each next action with its evidence and route it to the right human for approval; execute and receipt on approve.
// works with
Frequently asked questions
What is an AI deal execution team?
The useful version is one system, not many bots: a single verified deal memory that powers the recurring operating work around live transactions (briefs before calls, capture during them, approved CRM updates and tracker changes after them, and client-ready weekly updates) with evidence, approvals, and audit trails on everything. Separate agents with separate state recreate the silo problem AI was supposed to solve.
How is Arvya different from AI document search?
Document search retrieves; it leaves the workflow open-loop. Arvya closes the loop: it maintains the verified record itself, stages the CRM update or tracker change with evidence, gets a human approval, writes to the system of record, and reads the write back as a receipt. Search tells you what a document says; Arvya keeps the deal's official record true.
// related
Deal Brain →
The Deal Brain is Arvya's verified memory for each live deal (every fact cited to its source) and the foundation of the Company Brain, the firm-wide cross-deal memory in development.
AI for Investment Banking →
Arvya rebuilds deal management AI native for M&A teams: one verified deal memory across Outlook, Teams, DealCloud, Salesforce, trackers, and data rooms, with human approved CRM writeback and read-back receipts.
AI for Private Equity →
Arvya gives PE firms verified deal and relationship memory: every conversation, banker email, and management call becomes cited memory the whole firm can use, with human approved CRM writeback.
CRM Trust Workflow for Deal Teams →
Arvya makes DealCloud, Salesforce, and the CRM your firm already owns trustworthy again: bulk enrichment from SEC filings and firm websites, evidence backed updates a human approves, and a read-back receipt on every write.
One live mandate