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From finta-pack
Manages fundraise pipeline end-to-end with Finta: prospect investors via Aurora AI, automate outreach/meetings, setup deal/data rooms, track due diligence, collect commitments via Stripe.
How this skill is triggered — by the user, by Claude, or both
Slash command
/finta-pack:finta-core-workflow-aThis skill is limited to the following tools:
The summary Claude sees in its skill listing — used to decide when to auto-load this skill
End-to-end fundraise management with Finta: prospect investors, manage outreach, track meetings, handle due diligence, and close commitments.
End-to-end fundraise management with Finta: prospect investors, manage outreach, track meetings, handle due diligence, and close commitments.
Aurora AI analyzes your company profile and recommends investors based on:
Navigate to Investors > Discover and review AI-ranked suggestions.
Stage automation rules:
For each active conversation:
Track in Finta or export for custom analysis:
| 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 |
For investor relations and updates, see finta-core-workflow-b.
npx claudepluginhub jeremylongshore/claude-code-plugins-plus-skills --plugin finta-packSets up first fundraise pipeline in Finta: adds investors via manual/CSV/Aurora AI, configures deal stages, creates deal rooms, sends updates. For new fundraises or Finta onboarding.
Generates investor-grade operational infrastructure for a capital raise: data room structure, LP onboarding, capital call notices, investor tracking, waterfall explainer, and crisis communication framework.
Structures a capital raise by determining amount, investor type, terms, and stage to minimize dilution and secure sufficient runway.