finta-hello-world

Included with Lifetime

$97 forever

Set up your first fundraise pipeline in Finta with investors and deal stages. Use when starting a new fundraise, importing investor lists, or learning Finta's pipeline management features. Trigger with phrases like "finta hello world", "finta first pipeline", "start fundraise in finta", "finta quick start".

Generalsaasfundraising-crminvestor-managementfinta

What this skill does

# Finta Hello World

## Overview

Create your first fundraise pipeline in Finta: add target investors, configure deal stages, and use Aurora AI for investor prospecting.

## Prerequisites

- Completed `finta-install-auth` setup
- Basic company information entered

## Instructions

### Step 1: Create a New Fundraise

1. Click **New Fundraise** in the dashboard
2. Enter details: round name, target amount, equity type (SAFE, Priced, Convertible Note)
3. Set timeline and target close date

### Step 2: Add Target Investors

**Manual Entry:**

- Click **Add Investor** in pipeline view
- Enter: investor name, firm, email, check size range, thesis tags

**CSV Import:**

```csv
Name,Firm,Email,Check Size,Stage,Notes
Jane Smith,Sequoia Capital,[email protected],"$500K-$2M",Researching,Met at TechCrunch
Bob Jones,a16z,[email protected],"$1M-$5M",Reaching Out,Intro from advisor
```

**Aurora AI Prospecting:**

1. Go to **Investors** > **Discover**
2. Aurora ranks investors by thesis fit, check size match, and warm intro availability
3. Add promising matches to your pipeline with one click

### Step 3: Track Pipeline Progress

Finta automatically moves investors through stages based on:

- **Email replies**: Investor responds --> auto-advance to next stage
- **Calendar meetings**: Meeting scheduled --> advance to Intro Meeting
- **Manual updates**: Drag-and-drop in pipeline Kanban view

### Step 4: Set Up Deal Room

1. Navigate to **Deal Rooms** > **Create Deal Room**
2. Upload fundraising materials: pitch deck, financials, cap table
3. Generate shareable link with view tracking
4. Monitor who viewed what and for how long

### Step 5: Send Investor Update

1. Go to **Updates** > **New Update**
2. Select metrics to include: MRR, ARR, burn rate, runway
3. Finta auto-populates from connected financial data
4. Send to all investors or select groups

## Output

- Active fundraise pipeline with investors in stages
- Deal room with shared materials and analytics
- Email/calendar sync tracking communications automatically

## Error Handling

| Issue | Cause | Solution |
|-------|-------|----------|
| Investors not advancing | Auto-rules disabled | Check Settings > Automation |
| Deal room link broken | Expired share | Regenerate link |
| Metrics not populating | No financial integration | Connect Stripe/Mercury/Brex |
| Aurora suggestions irrelevant | Insufficient company data | Complete company profile |

## Resources

- Finta for Founders
- [Finta for Fund Managers](https://www.trustfinta.com/blog/finta-for-fund-managers-venture-capital-crm)

## Next Steps

Proceed to `finta-local-dev-loop` for workflow automation setup.

Files: 1

Size: 3.2 KB

Complexity: 13/100

Category: General

Source: https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/main/plugins/saas-packs/finta-pack/skills/finta-hello-world

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