Who it’s for
For firms where the transaction still runs through people.
Arvya is built for deal teams whose judgment is valuable and whose administrative execution is fragmented across email, trackers, CRM, meetings, documents, and data rooms.
Discuss your workflowPrimary focus
Investment banking
Run a live sell-side mandate across buyer state, outreach, NDAs, meetings, diligence, CRM, trackers, documents, and client reporting.
Expanding
Private equity
Carry cited deal memory from sourcing and diligence through portfolio work, add-ons, relationship history, and the next underwriting.
Operating layer
Deal operations
Give operating, CRM, and technology leaders a governed way to keep deal systems current from the work instead of manual entry.
Best fit
A live deal is the fastest test.
High coordination load
The team is continuously reconciling the same state across Outlook, Excel, CRM, meetings, documents, and a VDR.
High cost of error
Recipient, permission, version, and timing mistakes create real client, confidentiality, or process risk.
Recurring execution
Buyer follow-up, reporting, diligence routing, CRM hygiene, and meeting follow-through repeat every week.
Judgment stays human
The firm wants software to run the administrative layer while bankers keep relationships, negotiation, advice, and approvals.
One live mandate