CRM / system of record

Arvya vs DealCloud

DealCloud is the CRM. Arvya is the Deal Brain around it. Arvya does not replace your CRM; it helps keep it trustworthy.

What DealCloud is

DealCloud (Intapp) is a deal and relationship management CRM. It is the configurable system of record for private equity and advisory firms, with IC governance, multi-fund permissions, and AI features inside its own platform. Its data is only as good as what the team types in.

What Arvya is

Arvya is not a CRM and does not replace one. It connects the DealCloud, Salesforce, or Affinity instance you already own into the broader Deal Brain alongside Outlook, Teams, trackers, documents, research, calls, and data rooms. Your CRM remains the system of record; Arvya is the memory layer around it.

Where each is stronger

DealCloud is stronger at

  • System of record with deep configuration and IC governance
  • Native relationship and pipeline data model owned end-to-end
  • Established platform with broad PE/advisory adoption

Arvya is stronger at

  • Keeps the CRM current from live evidence, without manual entry
  • Every proposed update carries its source, quote, and recency
  • Unifies the CRM with email, meetings, trackers, research, and VDRs

Arvya vs DealCloud: FAQ

How is Arvya different from DealCloud?

DealCloud is a CRM and system of record. Arvya is not a CRM and does not replace one. It connects CRM records into the broader Deal Brain across email, meetings, trackers, documents, research, calls, and data rooms, then prepares cited updates for human approval.

Does Arvya replace DealCloud?

No. Arvya works around the DealCloud you already own. DealCloud stays the system of record; Arvya is the Deal Brain that keeps it connected to the rest of the firm's deal activity.

Does Arvya integrate with DealCloud?

Yes. Arvya reads from and prepares updates to DealCloud and Salesforce, detects stale or missing fields from live deal evidence, and routes changes for human approval before any writeback.

See the Deal Brain on a live deal

Bring a real workflow to a demo. We'll show the memory, the source, and the next action.