For Deal Operations
A CRM you can finally trust, with receipts
Bulk enrichment of stale records, evidence backed updates from live deal activity, drift monitoring, and a read-back receipt on every write. One verified record across CRM, data room, and trackers.
Book a live demo// The problems
The CRM is only as good as the last time someone logged in
Deal people don't think of themselves as CRM users, so records decay. Arvya captures deal activity, stages cited updates for approval, and reads every write back as a receipt. The record becomes trustworthy again.
The stale backlog is too big to fix by hand
Years of blank fields, unmatchable records, and outdated criteria. Arvya runs bulk enrichment from SEC filings and firm websites. At one measured firm, 40 sponsor records were enriched in a single week, every change cited and approved.
Data room activity is visible but not actionable
You can see who opened a document. You can't easily see which buyer is most engaged or where diligence is stalling. Arvya tracks engagement, routes questions, and answers with citations.
Cross-deal visibility requires a meeting
Knowing the health of every deal means talking to each deal team. Arvya keeps one verified record per process, so ops leads see status without scheduling a check-in.
// Built for Deal Operations
Bulk CRM Enrichment
Stale records brought current from SEC filings and firm websites, with every field change cited, staged, and approved.
CRM Writeback with Receipts
Human approved updates written to DealCloud or Salesforce, then read back and linked as proof they landed.
Drift Monitoring
Continuous reconciliation of fund sizes, criteria, and contacts against live sources, with cited corrections queued.
Ask Arvya
Cross-process Q&A with source citations. 'Which processes are stalled?' 'Which buyer is most engaged?'
// Questions
Can Arvya connect to our existing systems?
Arvya is designed to work around Microsoft 365, CRM, trackers, notetakers, and licensed data sources already in use. The exact connection and writeback scope is configured per deployment, with no rip-and-replace requirement.
How do we know an update actually landed in the CRM?
Every write follows an approval, and every write is followed by a read-back receipt: Arvya reads the record after writing and links the result. Nothing is written silently, and everything is audit-logged.
How does Arvya handle ethical walls between deals?
Ethical-wall controls are enforced at the data layer, not just the UI, configured by your IT admin.
Can we measure the improvement?
Yes. Arvya baselines the CRM first (blank fields, unmatchable records, staleness) so the before-and-after is factual. At one mid-market advisory firm on DealCloud, the baseline was 77% of buyer records unmatchable and 50,000+ blank fields.
One live mandate