From finta-pack
Sets up Finta fundraising CRM account, connects Gmail/Outlook email/calendar for investor tracking, imports data, and configures pipeline stages.
npx claudepluginhub jeremylongshore/claude-code-plugins-plus-skills --plugin finta-packThis skill is limited to using the following tools:
Set up Finta fundraising CRM at trustfinta.com. Finta is a UI-first platform for managing fundraising pipelines, investor relationships, and deal rooms. Integration is via email/calendar sync and the Finta web app -- there is no public REST API.
Provides reference architecture for fundraising ops with Finta CRM, including Gmail/Stripe/Zapier integrations and Python reporting. Useful for VC/fund managers building pipelines.
Produces operational infrastructure for capital raises: data room structure, investor tracking, capital call notices, LP onboarding workflow, waterfall explainer, and crisis communication framework.
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.
Share bugs, ideas, or general feedback.
Set up Finta fundraising CRM at trustfinta.com. Finta is a UI-first platform for managing fundraising pipelines, investor relationships, and deal rooms. Integration is via email/calendar sync and the Finta web app -- there is no public REST API.
Finta syncs with Gmail and Outlook to automatically track investor communications:
Default stages (customizable):
| Issue | Cause | Solution |
|---|---|---|
| Email sync not working | OAuth expired | Reconnect in Settings > Integrations |
| Calendar events missing | Wrong calendar selected | Select correct calendar |
| CSV import fails | Wrong format | Use Finta template CSV |
| Duplicate investors | Re-import | Merge duplicates in UI |
Proceed to finta-hello-world to set up your first fundraise pipeline.