The problems
🧠
Institutional memory leaks at every transition
A VP rotates, a partner steps back, and the deal knowledge that lived in their head doesn't transfer. Arvya captures the operating history of every deal, not just the clean artifacts.
📊
IC prep still takes two days
Before every committee, someone pulls together buyer status, open diligence items, and lender feedback manually. Arvya has it indexed and can draft the IC brief in minutes.
🔍
The buyer tracker is always behind
15 buyers across three processes means hundreds of emails a week. By Monday, the tracker is stale. Arvya reads the activity and keeps it current, with source citations on every update.
🏦
Your deal history is trapped in inboxes
When a similar sector comes up, the team relies on partner recall. Arvya surfaces patterns from your own deal history, cited, not guessed.
Built for Private Equity
Deal Activity Tracker
Updates buyer status from emails, Teams, and call notes. Never rebuild the tracker manually.
Ask Arvya
IC-ready answers to any deal question, backed by your own emails, documents, and call notes.
Arvya Notetaker
Captures management call notes and buyer conversations, filed to the right deal automatically.
CRM Agent
Keeps your CRM current from deal activity, no manual logging.
Questions
Does Arvya work for both buy-side and sell-side PE?
Yes, buy-side pipeline tracking and sell-side process management are both supported.
Can Arvya handle multiple simultaneous portfolio transactions?
Yes. Arvya maintains separate Deal Brain context for each active process with ethical-wall controls between deals.
What CRM systems does Arvya integrate with?
Salesforce and DealCloud natively on Mid-Market. Any CRM accessible via Microsoft 365 or API on Enterprise.
Does Arvya stay inside our tenant?
Yes. Deal data, emails, and documents never leave your Azure environment. Full audit logging on all plans.