Skill

finta-core-workflow-a

Manage a fundraise pipeline end-to-end with Finta. Use when running a fundraise, tracking investor conversations, managing deal rooms, or collecting commitments. Trigger with phrases like "finta fundraise", "finta pipeline management", "finta investor tracking", "run fundraise with finta".

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End-to-end fundraise management with Finta: prospect investors, manage outreach, track meetings, handle due diligence, and close commitments.

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Last CommitApr 30, 2026

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Finta Core Workflow: Fundraise Pipeline

Overview

End-to-end fundraise management with Finta: prospect investors, manage outreach, track meetings, handle due diligence, and close commitments.

Instructions

Step 1: Investor Prospecting with Aurora AI

Aurora AI analyzes your company profile and recommends investors based on:

Thesis alignment (sector, stage, geography)
Historical investment behavior
Warm introduction availability from your network

Navigate to Investors > Discover and review AI-ranked suggestions.

Step 2: Outreach Campaign

Select investors to contact
Use Finta's AI-assisted email composer for personalized outreach
Finta auto-tracks replies and updates pipeline stages

Stage automation rules:

Investor opens email --> "Reaching Out" (stays)
Investor replies --> auto-advance to "Intro Meeting"
Meeting scheduled --> confirm via calendar sync

Step 3: Deal Room Setup

For each active conversation:

Create a Deal Room with relevant materials
Upload: pitch deck, financial model, cap table, team bios
Share link with investor
Monitor analytics: views, time spent, pages viewed

Step 4: Due Diligence Management

Create a Data Room for detailed document sharing
Organize by category: legal, financial, technical, team
Set permission-based access (view-only, download, etc.)
Track which documents investors have reviewed

Step 5: Close and Collect

Move investor to "Term Sheet" stage when term sheet received
Review terms in Finta's term sheet comparison view
Accept and move to "Closed"
Use Stripe/ACH integration to send payment links
Collect committed capital directly through Finta

Fundraise Metrics Dashboard

Track in Finta or export for custom analysis:

Total pipeline value
Conversion rate by stage
Average time in each stage
Top investor engagement (deal room views)
Warm intro utilization rate

Error Handling

Issue	Cause	Solution
Emails not tracking	OAuth disconnected	Reconnect in Settings
Deal room views not logging	Browser blocking	Share via direct email
Payment link expired	Stripe session timeout	Generate new link
Aurora suggestions poor	Incomplete profile	Complete all company fields

Resources

Next Steps

For investor relations and updates, see finta-core-workflow-b.