01
Build the process
Arvya maps the team, buyers, systems, timeline, policies, and live deal history into one proposed transaction state for review.
- Deal workspace
- Buyer universe
- Team + agent responsibilities
- Approval and permission policy
How it works
A closed execution loop around the live transaction.
Something changes. Arvya understands it in deal context, updates state with evidence, creates the work, asks for the necessary judgment, executes the approved action, and verifies the result.
Map your execution loopFrom signal to receipt
Search gives you an answer. Arvya closes the loop.
- 01
Observe
An email, meeting, document, CRM, or room event changes the deal.
- 02
Understand
The Deal Brain resolves the event against the full transaction and its permissions.
- 03
Create work
A task, draft, decision, update, or access change goes to the right owner.
- 04
Approve + execute
The banker reviews consequential actions before Arvya acts in the destination system.
- 05
Verify + remember
Arvya reads the result back, records the receipt, and improves firm memory.
Bankers keep
Relationships, negotiation, valuation, client advice, disclosure, and judgment.
Arvya runs
Memory, tracking, drafting, coordination, routing, updates, follow-through, and verification.
Across one sell-side mandate
The process stays live from launch to close.
Arvya starts with a narrow, measurable execution loop and expands as the firm trusts the state, the approvals, and the receipts.
02
Run buyer execution
Signals from email, meetings, documents, and the room update buyer state and create the next draft, task, meeting, or permission.
- Outreach + follow-up
- NDA state
- CIM eligibility
- Meetings, IOIs, and LOIs
03
Coordinate diligence
Questions are consolidated, duplicates removed, permitted sources searched, missing information routed, and answers prepared with citations.
- Question intake
- Owner routing
- Cited draft answers
- Controlled release
04
Report and remember
The client and MD views render from live state. At close, the verified history becomes permissioned institutional memory for the next mandate.
- Live process view
- Client updates
- Closing record
- Firm memory
What the banker sees
Exceptions, decisions, and proof.
The goal is not another dashboard to maintain. It is a short queue of what changed, what Arvya handled, and what needs judgment now.
Needs you
Illustrative mandate · 3 decisions
Approve buyer follow-up
Reply and collision checks complete · correct process letter attached
Release Phase 2 access
Executed NDA verified · buyer permission scope shown
Escalate overdue request
Management owner identified · draft reminder ready
Three non-negotiables
No source, no silent state change
Weak or conflicting evidence is held for review rather than converted into a confident fact.
No consequential action without an owner
The banker, client, or adviser responsible for the decision sees exactly what will happen before it does.
No “sent” claim without verification
A request leaving Arvya is not treated as success. The destination is read back and the result is recorded.
One live mandate