Deployment paths
Managed pilot
Start on one live workflow
Stand up Arvya around one mandate, coverage process, diligence workflow, or research loop. Useful when the team needs proof before a full IT rollout.
Customer Azure tenant
Run inside your environment
For firms that require stricter data residency, Arvya can deploy into the customer's Azure subscription with customer-owned networking, access, and storage boundaries.
Custom workflow pack
Adapt agents to the way your firm works
Configure Deal Brain sources, CRM fields, VDR workflows, trackers, approval chains, templates, briefs, and firm-specific operating cadences.
Systems and sources
The public agents are examples, not the boundary.
Arvya is configured around the systems, files, transcripts, notes, and approval paths your team already uses. The Deal Brain gets stronger as more approved sources and workflows connect.
Outlook
Gmail
Google Calendar
Calendar
Microsoft 365
Tenant
Teams
Messages
Slack
Messages
Zoom
Meetings
Google Meet
Meetings
Granola
Transcripts
OneDrive
Files
SharePoint
Files
Google Drive
Files
Google Docs
Docs
Google Sheets
Trackers
Excel
Trackers
Box
Files
Dropbox
Files
Notion
Notes
Salesforce
CRM
DealCloud
CRM
Affinity
CRM
HubSpot
CRM
Datasite
VDR
Intralinks
VDR
Azure
Deployment
How it gets live
01
Pick the workflow
Choose the first painful loop: buyer tracker, CRM hygiene, IC prep, expert call notes, weekly updates, VDR Q&A, research digest, or portfolio reporting.
02
Connect approved sources
Connect the systems the team already uses, then define what Arvya can read, what it can prepare, and what always requires human approval.
03
Build the Deal Brain
Model the firm's deals, companies, relationships, documents, meetings, tasks, approvals, and source citations into a permissioned operating record.
04
Ship the approval loop
Arvya starts preparing real work: updates, drafts, schedules, briefs, logs, answers, and documents. Humans approve sensitive writes.
Does Arvya support custom deployments?
Yes. Arvya is a product platform with founder-led onboarding. Each deployment can adapt sources, permissions, CRM fields, tracker formats, VDR workflows, approval paths, and output templates to the firm.
Can Arvya run in our Azure tenant?
Yes. Enterprise deployments can run inside the customer's Microsoft Azure tenant for teams that need stricter data residency and infrastructure control.
Can Arvya work if we use Affinity, DealCloud, Salesforce, or spreadsheets?
Yes. Arvya works around existing systems of record. CRM and tracker writeback are approval-gated workflows inside the broader Deal Brain.
Is this just custom services?
No. The reusable product is the Deal Brain, retrieval, knowledge graph, approval queue, audit trail, and workflow-agent layer. Customization adapts that platform to each firm's systems and process.