For independent sponsors
Run the deal and the capital raise from one live record
An independent sponsor runs the process, the diligence and the capital raise at the same time, with a small team and no back office. Arvya keeps the deal tracker, the investor pipeline and the CRM current from Outlook, and you approve every change.
Book a live demo// The problems
Two pipelines at once, one small team
The deal pipeline and the capital pipeline move together: a term-sheet change on one side changes the ask on the other. Arvya keeps both current from the same emails and calls.
Investor follow-ups fall through the cracks
Family offices, SBICs and co-investors each need the right update at the right time. Arvya tracks who has seen what and drafts the next touch for your approval.
Diligence and lender asks land in the inbox
Requests from counsel, QoE providers and lenders get tracked from the thread they arrived in, with owners and due dates, so nothing waits on someone retyping it.
Every deal starts from scratch
Which investors leaned in on the last deal, at what check size, and how long they took. Arvya carries that memory into the next raise.
// Built for Independent Sponsors
Deal tracker
Targets, intermediaries, LOIs and diligence kept current from Outlook, with the evidence one click away.
Capital-raise pipeline
Investor stages, documents shared and next steps tracked from email and meetings. Follow-ups drafted for approval.
Pre-call briefs
Sourced history with each investor or owner before every call, assembled from the deal record.
Deal memory
Approved updates become sourced memory across deals: investors, lenders, brokers, pricing and timing.
// Questions
We do not have a CRM. Does Arvya still work?
Yes. Arvya runs on an Excel or SharePoint tracker and Outlook. If you later adopt HubSpot, Affinity, Salesforce or DealCloud, the same record moves with you.
Can Arvya keep the investor pipeline separate from the deal pipeline?
Yes. They are two views of the same deal record, with separate stages, owners and permissions.
Does Arvya send investor updates on its own?
No. Arvya drafts the update or follow-up; you review, edit and send. Nothing external goes out without you.
Where does our data live?
Inside your own Microsoft Azure tenant with delegated permissions. Raw emails are read on demand and not stored; Arvya keeps structured facts, their sources and an audit log.
One live mandate