For boutique and middle-market investment banks

Give the deal team its time back without losing process control.

Arvya handles the coordination work around live mandates inside Outlook and Microsoft 365.

See a banker workflow

The operating gap

Associates rebuild the same process state across scheduling threads, buyer trackers, CRM, and weekly updates.

Specialist agents prepare the work while the banker keeps judgment and approval.

01

Read the live process

02

Prepare the next action

03

Review in context

The specialist

Weekly Update Agent
EA-aware scheduling
Buyer tracker updates
Reviewable weekly drafts

In-tenant deployment, scoped access, and a full approval trail.

See a banker workflow