For Investment Banking

One deal record, inside your Outlook

Scheduling, deal tagging, buyer tracking, meeting notes, CRM sync, VDR intelligence, weekly updates, and Ask Arvya, inside Microsoft 365.

The problems

📅

Scheduling eats 90 minutes of every banker's day

Finding a time across three time zones, routing to the EA, and handling reschedules, every deal has dozens of these cycles. Arvya handles it end-to-end from a single email instruction.

✉️

Email drafting requires the full deal context in your head

Writing a status update means knowing who the buyer is, where they stand, what was last said, and the right tone. Arvya drafts with that context loaded.

📋

Weekly updates are a Friday afternoon tax

Every Friday, someone pulls together all deal activity and writes the MD status email. Arvya reads the week and produces a draft. The team reviews, they don't author.

🔄

New team members take weeks to get up to speed

Onboarding an associate to a live process means a two-hour call and three weeks of catching up. Arvya gives any team member an instant deal brief.

Built for Investment Banking

Scheduling Agent

End-to-end scheduling, EA routing, time zone intelligence, confirmations, reschedule handling.

Weekly Update Agent

Reads the week's deal activity and drafts the MD status email. Review it, don't write it.

Deal Tagger

Auto-categorizes and color-codes deal emails so the right context is always findable.

VDR Agent

Tracks which buyers are opening which documents, what questions they're asking, where diligence is concentrating.

Questions

Does Arvya work for capital markets as well as M&A advisory?

Arvya is optimized for M&A advisory and private capital today. Capital markets workflows are on the roadmap.

Can the scheduling agent handle external counterparties?

Yes, buyers, management teams, lenders, and external advisors, not just internal meetings.

Do I need to change how I write emails for Arvya to understand them?

No. Arvya handles banker shorthand, abbreviations, and informal internal language correctly.

What if Arvya drafts something wrong?

Every Arvya output is a draft. Nothing is sent or filed without your explicit approval.

See it on a live deal

30 minutes. Bring a current mandate and we'll run Arvya on your actual deal context.