The problems
🗃️
CRM is only as good as the last time someone logged in
Deal teams don't think of themselves as CRM users, they think of themselves as deal people. Keeping it current breaks down under deal pressure. Arvya reads deal activity and proposes CRM updates automatically.
📁
VDR 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 surfaces the signal.
📉
Portfolio reporting still requires manual pulls
Quarterly reporting means pulling from three systems and reconciling. Arvya connects portfolio data to live deal activity and keeps the view current.
🧩
Cross-deal visibility requires a meeting
Knowing the health of every deal means talking to each deal team. Arvya gives ops leads a live cross-deal view without scheduling a check-in.
Built for Deal Operations
CRM Agent
Syncs CRM records from deal activity automatically. Works with Salesforce, DealCloud, and Microsoft 365.
VDR Agent
Tracks document engagement, buyer questions, and diligence concentration across the data room.
Deal Activity Tracker
Live buyer status from emails, Teams, and call notes, always current, always cited.
Ask Arvya
Cross-deal Q&A with source citations. 'Which processes are stalled?' 'Which buyer is most engaged?'
Questions
Can Arvya connect to our existing portfolio management system?
Microsoft 365, Salesforce, and DealCloud natively. Additional systems via API on Enterprise.
Can ops teams use Arvya without the deal team using it?
Arvya works best when the deal team is connected too, that's where the live activity comes from. A read-only view for ops is available on Enterprise.
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.
What reporting formats does Arvya produce?
Plain text and Word/Excel format, compatible with your existing reporting templates.