01
Deal Brain
A living, permissioned model of the buyers, people, firms, questions, documents, decisions, deadlines, and next steps on one transaction.
Every material fact keeps its source and as-of time.
Product
The transaction becomes the operating system.
Arvya connects the systems around a live deal, resolves what changed, creates the next work, and verifies approved execution from one permissioned Deal Brain.
Run a live dealIllustrative workspaceFictional data
Project AtlasPhase 2
Monday pack · ConnectionsTodayBuyersWorkDiligenceRoomDocumentsTimelineTeamAgentsAsk Arvya
Buyers by stage
47
Contacted
40
Teaser sent
35
NDA out
31
NDA signed
19
CIM sent
11
Mgmt meeting
4
IOI
12
Out
Needs attention
- Northgate diligence answers overdue (2 days)
- Two IOIs expected Friday, none received
- Alder Equity NDA unsigned for 11 days
Proposed updates
- Approve
Move Northgate to management meeting requested
email from J. Ortiz, 9:41 AM
- Approve
Log Harbor Street IOI at $84M in the bid grid
attachment, IOI letter, p.1
- Approve
Grant Cobalt Peak Phase 2 data room access
NDA executed, signed PDF
Four parts, one system
02
Transaction state engine
The deal is modeled as a branching process. A changed state can create a task, draft, permission, decision, or system update.
The transaction creates the work, not a manually maintained task board.
03
Multiplayer workspace
Analysts, associates, VPs, MDs, clients, advisers, and agents share responsibility while each party sees only its permitted view.
One state, projected differently for each participant.
04
Governed execution
Arvya prepares and coordinates the administrative work. Consequential external actions stay visible and approval-gated.
Source → proposal → approval → write → read-back receipt.
What it runs
The administrative layer underneath banker judgment.
Arvya is not another place to type status. It keeps the work and the record aligned as the transaction moves.
01
Buyer execution
Buyer state, outreach drafts, quiet-buyer follow-up, NDA status, meeting movement, bids, and pass reasons.
02
Diligence
Question intake, deduplication, cited draft answers, missing-information routing, owner tracking, and controlled release.
03
Meetings
Scheduling, pre-call briefs, captured decisions, next actions, and approved follow-through.
04
Documents + permissions
Version awareness, release eligibility, watermark preparation, access proposals, and the evidence behind each permission.
05
CRM + trackers
Evidence-backed proposed updates into the systems the firm already owns, with read-back verification.
06
Client reporting
A live process view and client update assembled from current state rather than reconstructed on Friday.
The old operating model
People synchronize the software.
Email holds the signal. Excel holds the process. CRM holds an incomplete record. The VDR holds the files. Someone carries the truth between them.
The Arvya operating model
The work synchronizes the software.
Arvya resolves the event once, updates the transaction state, prepares the downstream work, and keeps the firm’s existing systems aligned after approval.
One live mandate