DealCloud automation
DealCloud CRM Automation
Arvya keeps DealCloud current two ways: bulk enrichment of stale sponsor and buyer records from SEC filings and firm websites, and continuous evidence backed updates from live deal activity, with every write approved and receipted.
Book a Working SessionArvya automates DealCloud upkeep with an approval-first loop that runs at two speeds. At bulk speed, it enriches stale records from SEC filings and firm websites (fund sizes, investment criteria, contacts), staging every field change with its source; in one live deployment, 40 sponsor records were enriched in a single week. At deal speed, it reads activity in Outlook, Teams, and meetings, and stages cited updates a banker approves. After every approval, Arvya writes to DealCloud and reads the record back as a receipt. The baseline it started from at a mid-market advisory firm (~25 bankers): 77% of buyer records unmatchable, 50,000+ blank fields, 58% of sponsor records stale by more than a year.
// who this is for
DealCloud customers in investment banking, private equity, and advisory.
Firms whose DealCloud instance is years stale and who want it enriched without a manual cleanup project.
Teams that need human approved CRM automation with field-level evidence and proof of every write.
The problem
- DealCloud records lag behind the real process because the work happened in Outlook, on calls, and in meetings.
- Sponsor criteria, fund sizes, and contacts decay on their own schedule: 58% of sponsor records at one measured firm were stale by more than a year.
- CRM automation breaks when custom DealCloud schemas and objects are not respected, or when writes happen silently with no proof.
What Arvya does
- Runs bulk enrichment against stale DealCloud records using SEC filings and firm websites, with every proposed value cited to its source.
- Maps emails, meetings, and call notes to DealCloud companies, contacts, and activities, and stages updates for approval.
- Reads the firm's actual schema before proposing changes, and follows every approved write with a read-back receipt.
// how it works
Baseline the instance: blank fields, unmatchable records, staleness, so improvement is measurable, not anecdotal.
Stage cited field changes in an approval queue: bulk enrichment batches plus live-activity updates, each showing old value, new value, source, and date.
Write approved changes to DealCloud, read each record back as a receipt, and log everything to the audit trail.
// works with
Frequently asked questions
Does Arvya work with custom DealCloud schemas?
Yes. Arvya discovers the firm's actual DealCloud schema (objects, fields, units) rather than assuming a template, and proposes updates that fit the existing configuration. That is what makes bulk enrichment safe: each staged change targets a real field in the firm's schema, shows its source, and waits for approval before writing.
What DealCloud fields can Arvya help maintain?
Typical targets: sponsor fund sizes and investment criteria (EBITDA ranges, check sizes), contacts and roles, activities and meeting outcomes, company and opportunity status, and next steps, depending on the firm's schema. Bulk enrichment from SEC filings and firm websites handles the stale backlog; live activity capture keeps records current after that. In one live deployment, one seat approved 145 verified updates in 60 days at a 96% approval rate.
// 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.
Salesforce CRM for Investment Banking →
Arvya makes Salesforce trustworthy for investment banks: evidence backed activity and field updates staged for banker approval, bulk enrichment of stale records, and a read-back receipt on every write.
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.
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.
One live mandate