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Arvo

Compliance-aware meeting notes synced to deal CRMs; now part of Rogo

Arvo converted calls and in-person meetings into analyst-quality notes for investment banks, PE firms, RIAs and broker-dealers, writing them directly into CRMs such as DealCloud. Controls for retention and MNPI flagging addressed regulated users' needs, and Rogo acquired the company in September 2026.

GAII take
Absorbed into Rogo; existing users should confirm roadmap, data migration and whether MNPI flagging carries into Rogo's platform.
Website
arvohq.com
Company type
Startup
Funding
$2.2M · Acquired
Latest round
Pre-seed · $2.2M · Mar 2026
Status
Acquired — Acquired by Rogo (Sep 2026)
Founders
Kunal Valrani, Umer Haider
Investors
Afore Capital, ERA (Entrepreneurs Roundtable Accelerator)
Named customers
Rallyday Partners
Also in
Wealth Management & Advice
Buyer
Investment banksPrivate equityWealth managers & RIAs
Asset class
Private equity
Workflow
Research & diligenceComplianceFundraising & deal origination
Ai capability
Voice & transcriptionGenerative content
Delivery
SaaS application

GAII ID GAII-T0039 · Updated 2026-10-22 · Compiled from public sources for educational and informational purposes. Not investment advice.