Arvya is an AI-native deal execution system for investment banks and private equity firms. It keeps one source-backed state of each transaction and coordinates the administrative work around it.

Arvya tracks buyer movement, prepares follow-ups, coordinates meetings, stages CRM and tracker updates, routes diligence, assembles updates, and answers deal questions with sources.

Does Arvya act without approval?

Consequential external actions are approval-gated. A banker reviews the source, proposed action, and affected system before a send, write, permission, or invite.

Arvya serves investment banks and private equity firms. Teams can connect their existing systems or discuss a scoped CRM migration with the founders.

Switch from DealCloud, Salesforce, Affinity, or another CRM. Share your current annual software bill by September 28 and we’ll quote comparable Arvya scope at 50% less.

See the switch offer

AI-native deal execution

The deal execution system
for teams and agents.

Keeps deals and relationships current for investment banks and private equity firms. Moves the administrative work forward. Leaves judgment with your team.

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A live transaction, kept current

Project Atlas

Live deal·Current now

Transaction state

What changed today

All sources aligned

9:41

Buyer A requested a management meeting

Outlook

10:08

Executed NDA confirmed

Data room

10:32

Two diligence items answered

SharePoint

11:15

Tracker and CRM update prepared

Arvya

Your systems stay in place

Arvya connects the signals already moving through your firm, then keeps the transaction current across the stack.

01 · Communication and meetings

Outlook

Teams

Zoom

Google Meet

Gmail

Slack

Granola

02 · CRM and trackers

DealCloud

Salesforce

Affinity

HubSpot

Excel

Google Sheets

Notion

03 · Documents and data rooms

Datasite

Intralinks

SharePoint

OneDrive

Box

Dropbox

Google Drive

A new standard for running live deals. Built for the next generation of dealmaking.

Purpose-built for live deals

Understands buyers, diligence, approvals, documents, relationships, and transaction state.

Powered by coordinated agents

Turns transaction context into reviewable work across the systems the firm already uses.

Designed for trust

Sources every material claim and keeps consequential actions under human control.

01 · Signal to state

The deal stays current.

Arvya reads each new email, meeting, document, tracker change, and data-room event against the full transaction. It updates the state, not just a summary.

Explore the Deal Brain

Outlook · Buyer A

9:41 AM

We are moving forward at $84M and would like to meet management next week. Please open Phase 2 access.

State

IOI received · $84M

Next work

Prepare management meeting

Permission

Phase 2 · approval required

Source attached · Confidence high · Current as of 11:15 AM

02 · Teams and agents

The work moves forward.

Ask what changed. See the evidence. Turn the answer into the next task, draft, update, or approval without rebuilding the context by hand.

See how Arvya works

Ask Arvya

What changed with the top five buyers, and what needs to happen next?

Reading Outlook, tracker, DealCloud, notes, and data-room activity

Worked for 8 sec5 sources

Three changes need attention

Buyer A

Draft options

Management meeting requested

Buyer C

Assign owner

Diligence response overdue

Buyer E

Update tracker

Passed after review

No write has occurred. Review each proposed action.

03 · Human control

Judgment stays with the banker.

Arvya handles the overhead. External communication, permissions, and system writes remain visible, sourced, and approval-gated.

Review security and control

Approval queue

One action needs judgment

Grant Phase 2 data-room access

Buyer A · Project Atlas

Identity

7 users matched

Eligibility

Executed NDA

Scope

42 permitted files

Source

Executed NDA · signed Aug 28 · Datasite

Source

Proposal

Approval

Receipt

Approved actions are read back from the destination and recorded.

Another way to adopt Arvya

Keep your CRM. Or replace it when the time is right.

Arvya works across the systems your firm already uses. If DealCloud, Affinity, Salesforce, or spreadsheets have become too expensive or burdensome, we can also scope a move of your pipeline and relationship history into Arvya.

Discuss your CRM migration

Map what matters

Bring your current CRM, renewal date, and essential reports. We scope the records, custom fields, permissions, and workflows your team needs.

Bring your history

We plan the import of companies, contacts, deals, notes, and activity from your available exports or API access, with your team reviewing the mappings.

Verify before switching

Compare the records and reports side by side. Agree the cutover only after your team has checked the information and workflows it relies on.

Start with pipeline, contacts, relationship history, and activity capture. We confirm migration coverage and readiness with your team. Fundraising, LP management, and portfolio reporting require a separate scope review.

04 · Institutional memory

Every deal makes the firm smarter.

Execution creates memory. Memory improves the next decision. The context survives team changes and compounds across transactions.

Buyer historyRelationship contextDeal decisionsMeeting outcomesDiligence answersCRM activityApproval receiptsBuyer historyRelationship contextDeal decisionsMeeting outcomesDiligence answersCRM activityApproval receipts

Start with your firm

See where Arvya fits. Keep what already works.

Book a direct conversation, or map your systems and friction first to get a recommended starting workflow.

Book a demo Build your firm plan