Start
Live mandate
Prove one closed execution loop on a current deal with clear owners, approval points, and success measures.
- One live mandate or workflow
- Defined source systems
- Approval and receipt design
- Founder-led implementation
Quoted to scope
Pricing
Start with one measurable execution loop. Expand when the firm trusts it.
Pricing is scoped around the live workflow, users, systems, deployment model, and implementation required. Firms considering a CRM change can also scope a migration to Arvya.
Scope a live mandateExpand
Deal team
Extend the trusted loop across a team, more workflows, and the systems that should stay aligned with the deal.
- Multiple users and mandates
- CRM and tracker configuration
- Meeting, diligence, and reporting workflows
- Team onboarding and support
Quoted to scope
Scale
Firm platform
Deploy the transaction control layer with the firm’s identity, environment, permissions, integrations, and operating policy.
- Customer-tenant deployment option
- Custom integration and workflow packs
- Firm-wide permission model
- Support, governance, and SLA scope
Quoted to scope
Another way to adopt Arvya
Keep your CRM. Or replace it when the time is right.
Arvya works across the systems your firm already uses. If DealCloud, Affinity, Salesforce, or spreadsheets have become too expensive or burdensome, we can also scope a move of your pipeline and relationship history into Arvya.
Discuss your CRM migration01
Map what matters
Bring your current CRM, renewal date, and essential reports. We scope the records, custom fields, permissions, and workflows your team needs.
02
Bring your history
We plan the import of companies, contacts, deals, notes, and activity from your available exports or API access, with your team reviewing the mappings.
03
Verify before switching
Compare the records and reports side by side. Agree the cutover only after your team has checked the information and workflows it relies on.
Start with pipeline, contacts, relationship history, and activity capture. We confirm migration coverage and readiness with your team. Fundraising, LP management, and portfolio reporting require a separate scope review.
What changes the price
Scope follows operational complexity.
01
Execution coverage
The number and depth of workflows Arvya is expected to understand, coordinate, and verify.
02
Systems and write paths
Microsoft 365, CRM, trackers, meetings, documents, data rooms, and any custom integration work.
03
Deployment and governance
Managed or customer-tenant environment, identity, region, retention, logging, and approval policy.
04
Users and support
The number of teams, mandates, onboarding requirements, service level, and ongoing workflow configuration.
One live mandate