Skill

finta-hello-world

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".

npx claudepluginhub flight505/skill-forge --plugin finta-pack

Tool Access

This skill is limited to using the following tools:

ReadWriteEdit

Preview

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

SKILL.md

Similar Skills

cache-components

139.3k

Guides Next.js Cache Components and Partial Prerendering (PPR): 'use cache' directives, cacheLife(), cacheTag(), revalidateTag() for caching, invalidation, static/dynamic optimization. Auto-activates on cacheComponents: true.

cache-components

mcp-builder

124.2k

Guides building MCP servers enabling LLMs to interact with external services via tools. Covers best practices, TypeScript/Node (MCP SDK), Python (FastMCP).

9 files

anthropics-skills-13

Stats

Parent Repo Stars0

Parent Repo Forks0

Last CommitApr 30, 2026

Actions

View Source View Plugin View on GitHub View README

Help us improve

Share bugs, ideas, or general feedback.

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

Click New Fundraise in the dashboard
Enter details: round name, target amount, equity type (SAFE, Priced, Convertible Note)
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:

Name,Firm,Email,Check Size,Stage,Notes
Jane Smith,Sequoia Capital,jane@sequoia.com,"$500K-$2M",Researching,Met at TechCrunch
Bob Jones,a16z,bob@a16z.com,"$1M-$5M",Reaching Out,Intro from advisor

Aurora AI Prospecting:

Go to Investors > Discover
Aurora ranks investors by thesis fit, check size match, and warm intro availability
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

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

Step 5: Send Investor Update

Go to Updates > New Update
Select metrics to include: MRR, ARR, burn rate, runway
Finta auto-populates from connected financial data
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

Next Steps

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