For Investment Banking
One verified deal record, inside your Outlook
Deal management, rebuilt AI native: sourced pre-call briefs, call capture, evidence backed CRM updates you approve, current trackers, and client-ready weekly updates, with one memory underneath all of it.
Book a live demo// The problems
Walking into calls means rebuilding context by hand
Relationship history, deals already shown, what happened last time, all reconstructed from inbox search before every meeting. Arvya assembles a sourced pre-call brief so preparation takes minutes, not an hour.
The freshest deal context never leaves the inbox
The gold is already in your firm's email and calls. It just never reaches the CRM or the tracker. Arvya captures it, cites it, and stages the updates for a banker to approve.
Status reporting is a Friday afternoon tax
Someone reconstructs the week across systems and writes the update. Arvya drafts weekly client updates from the deal's verified memory. The team reviews, they don't author. Status becomes a byproduct of work.
MDs see the process through a keyhole
Knowing where every deal, owner, and next step stands shouldn't require a check-in meeting. Arvya keeps a full, current view, the way you watch a live market feed, not from Friday-night deck assembly.
// Built for Investment Banking
Pre-Call Briefs
Sourced relationship history and open items before every buyer or sponsor meeting.
Weekly Client Updates
Client-ready status drafted from the week's verified deal activity. Review it, don't write it.
Deal Tagging in Outlook
Deal email auto-categorized and organized so the right context is always attached to the right process.
Data Room Intelligence
Which buyers are engaging, where diligence is concentrating, and cited answers to data room questions.
// Questions
Does Arvya work for capital markets as well as M&A advisory?
Arvya is built for M&A advisory and private capital today. Capital markets workflows are on the roadmap.
Does Arvya replace our CRM, tracker, or data room?
No. Those tools stay. Arvya collapses the context that was scattered across them into one verified deal memory, and enriches the systems you already own, with human approval and a receipt on every write.
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 with its evidence attached. Nothing is sent or written without your explicit approval, and every CRM write is read back as a receipt so you can see it landed.
One live mandate