Boutique
Up to 10 seats
Boutique advisory, independent sponsors, small PE firms
The full Arvya platform for lean deal teams that need to punch above their weight — every core workflow, built into Outlook.
Key Capabilities
- Outlook add-in for every team member
- Scheduling assistant with EA routing & time zone intelligence
- Email drafting with deal context & banker tone
- Buyer tracker — parse emails, Teams messages & call notes into tracker updates
- Ask Arvya — deal Q&A with cited sources
- Deal categorization & color-coded labels
- Meeting transcript capture & searchable notes
- Teams bot — ask deal questions from your phone
- Weekly deal update generation
- Deal Brain — continuously learning knowledge base
- Standard onboarding & support
Mid-Market
Up to 50 seats
Mid-market IB, growth equity, corporate development, consulting
Full CRM integration, live dashboards, and proactive deal intelligence for teams juggling multiple live deals simultaneously.
Key Capabilities
- Everything in Boutique, plus:
- Salesforce & DealCloud CRM integration
- Live Deal Dashboard with buyer pipeline & health scores
- Meeting notes cleanup & pre-meeting prep briefs
- Nightly deal update emails for MDs
- Proactive stalled-buyer & deadline alerts
- Ask Arvya across all deals — cross-deal context
- Transcript-powered meeting intelligence & action items
- VDR activity tracking (Datasite, Intralinks)
- Deal digest generation for leadership
- Priority onboarding & dedicated support
Enterprise
50+ seats
Bulge bracket banks, mega funds, large advisory platforms
Your own Arvya instance in your Azure tenant — with VDR integration, cross-deal intelligence, and compliance infrastructure built for the most demanding firms.
Key Capabilities
- Everything in Mid-Market, plus:
- VDR integration — Datasite, Intralinks, Firmex
- Automated VDR activity tracking & buyer signals
- Cross-deal intelligence & pattern detection
- Portfolio-level analytics & pipeline reporting
- Ethical wall enforcement & conflict detection
- Deployed in your Azure tenant — full data residency
- SSO, SCIM provisioning & identity management
- Advanced VDR intelligence & buyer engagement scoring
- Custom AI agent workflows for IC prep, compliance checks & more
- Audit log API & compliance export
- Dedicated success manager & enterprise SLA
Available with any plan
Add-ons
CRM Integration
Connect Salesforce or DealCloud with schema-agnostic discovery — zero manual field mapping required.
Historical Backfill
Import years of deal history into the Deal Brain so Arvya knows your track record from day one.
Custom Agent Workflows
Bespoke AI agents for your firm's specific processes — IC prep, compliance checks, deal scoring, and more.
The impact on your deal team
Arvya eliminates the logistics burden so your team can focus on judgment and relationships.
of analyst time recovered from scheduling, drafting, and tracking
scheduling mistakes — right time zones, right attendees, right EA routing
faster onboarding when new team members join a live deal
to answer any deal question with cited sources from the Deal Brain