Deal 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.
Book a Working SessionA Deal Brain is one verified memory for a live deal. Every deal already leaves gold behind (email, calendar entries, calls, documents), scattered across CRM, data room, trackers, and notetaker. Arvya collapses that context into a single cited memory per deal, where every fact keeps its source, and runs every workflow as a view over it: pre-call briefs, human approved CRM writeback with receipts, buyer tracking, weekly updates, and deal-scoped Q&A. Connected Deal Brains become the Company Brain (firm-wide memory of who talked to whom, which buyers passed and why, and every process ever run), in development.
// who this is for
Deal teams that need one place to ask what changed, who owns the next step, and what evidence supports it.
Firms worried about partner turnover, analyst rotation, and institutional memory that leaves with people.
Teams that want every workflow to improve the memory available to the next one.
The problem
- Deal memory is fragmented across CRM, data room, trackers, notetaker, and inboxes: products sold separately, reconciled by hand.
- People spend time reconstructing context the firm already paid to generate, instead of moving the process forward.
- AI answers are not trusted (and should not be) unless every fact cites the underlying source.
What Arvya does
- Creates one permissioned, verified memory per deal from the firm's own email, calls, meetings, CRM, trackers, and documents.
- Links every answer and every proposed action to source evidence, so verification takes seconds instead of a search.
- Lets execution create memory and memory improve execution, and connects Deal Brains into the Company Brain, in development.
// how it works
Collect metadata and references from Microsoft 365, the CRM, trackers, meetings, and documents: the tools the firm keeps.
Resolve people, firms, buyers, workstreams, risks, and next steps into cited facts.
Serve every workflow from the same memory: briefs, staged updates, trackers, weekly updates, and cited Q&A.
// works with
Frequently asked questions
What is Arvya's Deal Brain?
The Deal Brain is Arvya's verified per-deal memory: one cited record of everything that has happened on a deal, assembled from the emails, calls, meetings, CRM entries, trackers, and documents the firm already generates. Every fact keeps its source, every workflow (briefs, CRM writeback, tracking, updates, Q&A) runs as a view over it, and every write it produces is human approved and receipted.
How is a Deal Brain different from a data room or CRM?
A data room stores diligence materials; a CRM stores structured relationship records; a notetaker stores transcripts. Each was sold as a separate product, and the deal's actual context falls between them. A Deal Brain collapses that context (without replacing the tools) into one verified memory that connects the record to its evidence. Arvya is also building MCP access so Claude and Microsoft Copilot can answer from that memory, permissioned and cited, in development.
// related
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.
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.
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.
One live mandate