Deal Activity Tracking
The buyer tracker that updates as the process moves
Arvya captures buyer movement from email, meetings, and calls, and proposes each tracker update with the source attached. You approve; the process view stays current.
See It in ActionYour tracker is a report about the process. It should be a view of it.
One system that runs the whole deal process for IB and PE does not exist yet. Today, keeping a tracker current means parsing hundreds of emails, call notes, and Teams threads by hand, and by Monday the status is already stale. Arvya reads live deal activity, proposes each update with the source email or transcript cited, and flags buyers that have gone quiet. The tracker becomes a live view of the process, and the foundation for the self-driving process management we are building now.
// how it works
Connect Outlook & Teams
Arvya reads your existing inboxes and channels inside your Microsoft 365 tenant. No forwarding rules, no new inbox.
Capture buyer signals
When a buyer replies, asks a question, passes, or goes quiet, Arvya extracts the signal and stages a tracker update with the evidence behind it.
You approve, it writes
Nothing changes without your sign-off. Every update carries an audit trail back to the exact source, and Arvya reads the record back to confirm it landed.
Full process visibility
Every deal, every buyer, every owner, every next step, current without a Monday sync.
Status as a byproduct
The tracker updates because the work happened, not because someone re-read threads on Friday.
Gone-quiet flags
Arvya flags buyers who have stalled before it costs the process momentum.
Evidence on every change
Each tracker change links back to the email, meeting, or call that triggered it.
Does Arvya write directly to my tracker?
No. Arvya proposes updates and shows the source. A banker approves each change before anything is written, and every write is verified afterward.
Which systems does Arvya support?
Arvya is designed around Microsoft 365, trackers, and the systems of record a deal team already uses. Exact CRM, tracker, and writeback scope is confirmed for each deployment.
Does Arvya read emails from outside our firm?
Only the deal threads you connect. Your IT admin controls which mailboxes are in scope, and access is delegated: Arvya sees only what the authenticated user can see.
How is buyer data handled?
Deployment, retention, and processing boundaries are agreed with the firm before launch. Access is permissioned, material updates remain cited, and customer data is not used to train foundation models.
One live mandate