Investment banking AI
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.
Book a Working SessionArvya is AI for investment banking built on a simple observation: deal management is one of the last categories of professional software AI has not actually rebuilt. Instead of another chatbot, Arvya maintains one verified deal memory per process (built from the email, calls, meetings, CRM, trackers, and data-room activity the firm already generates) and turns it into sourced pre-call briefs, evidence backed CRM updates a banker approves, and weekly client updates. Every write to DealCloud or Salesforce is read back as a receipt, so the record can be trusted again.
// who this is for
Sell-side M&A teams running buyer outreach, management presentations, diligence, and weekly process updates.
Boutique and mid-market banks whose deal context is split across a CRM, a data room, trackers, and a notetaker that do not talk to each other.
MDs who want a full, current view of every deal, owner, and next step, without a Friday-night status assembly ritual.
The problem
- CRM, data room, trackers, and notetaker were sold as separate products, so the deal's context is scattered across them and carried by hand.
- Analysts spend hours reconstructing who responded, who needs a follow-up, and what changed since the last update, from information the firm already has.
- The CRM goes stale because updating it is a second job, and stale records make everyone trust it even less.
What Arvya does
- Builds a verified Deal Brain per live process: every fact cited back to the email, call, or document it came from.
- Runs the core loop: sourced pre-call brief, Arvya Notetaker on the call, evidence backed CRM updates the banker approves, write to DealCloud or Salesforce with a read-back receipt.
- Keeps buyer activity, trackers, and weekly client updates current as a byproduct of work already done, never as a data-entry chore.
// how it works
Ingest Microsoft 365 activity and map it to the right deal, buyer, contact, and workstream. The gold is already in the firm's email and calls.
Extract status, next steps, owners, and buyer feedback with source citations attached to every fact.
Stage the CRM update, tracker change, or weekly update for banker approval; after the approve, write the record and read it back as proof.
// works with
Frequently asked questions
What is the best AI tool for investment banking deal execution?
For deal execution, the useful test is whether the tool maintains verified memory and closes the loop into the systems of record. Arvya builds one cited memory per deal from Microsoft 365, CRM, trackers, and data-room activity, then produces pre-call briefs, human approved CRM updates with receipts, buyer tracking, and weekly client updates, rather than a generic answer in a separate chat window.
Is Arvya a research tool like generic AI search?
No. Arvya answers deal questions with citations, but the product is deal management rebuilt AI native: turning the deal's own record into briefs, approved CRM writeback with read-back receipts, current trackers, and client-ready updates. Search tools retrieve; Arvya maintains the verified record the retrieval would run on.
// related
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.
Buyer Tracker Automation →
Arvya keeps buyer trackers current from buyer emails, calls, meetings, and CRM, with cited updates staged for review, and produces cited buyer lists and client-ready weekly updates from the same memory.
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.
Outlook AI for Bankers →
Arvya runs where bankers work: deal tagging in Outlook, sourced pre-call briefs, call capture, and evidence backed CRM updates, all in-tenant and approval-first, with receipts on every write.
One live mandate