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From finta-pack
Guides Finta workflows for investor updates with Stripe/Mercury metrics, cap table tracking via Carta/Pulley, and LP relationship management post-fundraise.
How this skill is triggered — by the user, by Claude, or both
Slash command
/finta-pack:finta-core-workflow-bThis skill is limited to the following tools:
The summary Claude sees in its skill listing — used to decide when to auto-load this skill
Post-fundraise investor management: send periodic updates, share metrics, manage cap table, and maintain relationships for future rounds.
Post-fundraise investor management: send periodic updates, share metrics, manage cap table, and maintain relationships for future rounds.
Subject: [Company] Monthly Update - March 2026
Key Metrics:
- MRR: $X (up Y% MoM)
- ARR: $X
- Burn Rate: $X/month
- Runway: X months
- Headcount: X
Highlights:
- [Achievement 1]
- [Achievement 2]
Challenges:
- [Challenge and plan to address]
Asks:
- Introductions to [specific companies/people]
- Feedback on [specific topic]
Finta's network feature identifies 2nd-degree connections:
For troubleshooting, see finta-common-errors.
npx claudepluginhub jeremylongshore/claude-code-plugins-plus-skills --plugin finta-packManages 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.
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.
Handles investor audit confirmations from auditors (PwC, KPMG, EY) and quarterly portfolio reporting requests (revenue, runway, cap table) by mapping to reference data like cap tables and financials for accurate response drafts.