Bankers and investors already create the truth every day in emails, meetings, trackers, CRM, data rooms, documents, and partner memory. The problem is that the next person still has to search for it, retype it, and turn it into the next update.
What we build
What we believe
Arvya is built around a simple operating idea: live deal context should become reusable memory, and that memory should prepare the next piece of work without taking control away from the team.
01
Deal truth lives in Outlook, Teams, calls, spreadsheets, data rooms, CRM, and partner memory. No single system has the whole story.
02
Finding a fact is useful. Turning the fact into the next tracker update, diligence answer, CRM log, or follow-up draft is where time comes back.
03
Finance teams do not need silent agents touching buyers, calendars, data rooms, or CRM. They need cited work staged for review.
04
Every approved update becomes context for the next answer, process update, relationship check, and deal decision.
Founders
Former investment banking analyst across William Blair Technology and Lazard Industrials. Lived the manual tracker, scheduling, CRM, research prep, and context reconstruction problem first hand, then started building the software he wished existed on live deal teams.
Computer scientist and full-stack engineer behind Arvya's agent orchestration, retrieval, knowledge graph, Outlook add-in, dashboards, approval queues, and CRM writeback architecture.
Why firms trust us
Emails, meetings, trackers, documents, CRM, VDR activity, and relationship history resolve into one cited record for the live deal.
Arvya prepares the work teams already chase: trackers, call prep, diligence answers, customer analysis, CRM logs, follow ups, schedules, and updates.
Sensitive emails, CRM writes, tracker edits, and calendar actions stay reviewable before anything ships.
Operating principles
Accuracy over cleverness
Evidence over black box answers
Approval before every writeback
Implementation inside the tools teams already use
Founder led demo