Why do bankers spend 15 minutes before every call re-researching people they already know?
Before a sponsor or buyer call, most bankers run the same ritual: check the CRM (and distrust it), check LinkedIn for role changes, check the firm's website for new funds, dig through their inbox for the last conversation. That is prep the firm has already paid for — scattered across systems that don't talk. Arvya assembles it once: the complete relationship history from your own email, meetings, and CRM, plus external facts verified against live sources, delivered before the call with a citation on every line.
How it works
Triggered by the calendar
When the meeting is scheduled, Arvya resolves the attendees to the exact people, firm, and CRM records — no one has to ask for a brief.
Built from the whole relationship
Every prior call, email thread, and meeting; deals previously shown and their outcomes; open commitments; who at your firm owns the relationship.
Checked against live sources
Role changes, fund closes, fund sizes, and investment criteria are verified against firm websites, SEC sources, and your licensed data — with the source and date shown.
Never walk in cold
The brief lands in Outlook before the call — no digging, no tabs, no asking an analyst at 7am.
No embarrassing misses
Arvya surfaces deals this contact has already seen, so nobody re-pitches something they passed on last year.
Sourced, not summarized
Every fact carries its citation — the email, transcript, filing, or page it came from, and how recent it is.
The loop closes after the call
The same system captures what changed on the call and stages CRM updates for your approval, so the next brief is even better.
What does an Arvya pre-call brief include?
Who the attendees are and their current roles, the firm's strategy and relevant holdings, every prior interaction with your firm, deals previously shown and what happened, open commitments, recent external changes (funds, criteria, people moves) with sources and dates, and suggested questions.
Where does the pre-call brief come from?
Your firm's own record first — email, meeting transcripts, CRM, trackers — then live external sources: firm websites, SEC data, web research, and market-data providers your firm already licenses. Every line is cited.
How is this different from asking an analyst or a chatbot to prep the call?
A chatbot summarizes the public web. Arvya's brief is grounded in your firm's private relationship history — what was said on the last call, which deals were shown, what was promised — which no public tool can know, plus verified external changes.
When does the brief arrive?
It is prepared when the meeting hits the calendar and delivered ahead of the call in Outlook — typically as part of the morning digest, with a refreshed version before the meeting.