From finta-pack
Provides reference architecture for fundraising ops with Finta CRM, including Gmail/Stripe/Zapier integrations and Python reporting. Useful for VC/fund managers building pipelines.
npx claudepluginhub jeremylongshore/claude-code-plugins-plus-skills --plugin finta-packThis skill is limited to using the following tools:
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Sets up Finta fundraising CRM account, connects Gmail/Outlook email/calendar for investor tracking, imports data, and configures pipeline stages.
Outlines reference architecture for startup financial operations using Fondo bookkeeping with integrations to Mercury banking, Gusto payroll, Stripe revenue, and reporting outputs.
Guides founders through seed-stage fundraising: pitch deck creation, investor targeting, outreach strategies, readiness checklists, and process timelines.
Share bugs, ideas, or general feedback.
┌──────────────────┐ ┌─────────────────┐
│ Finta CRM │ │ Deal Room │
│ (Pipeline Mgmt) │────▶│ (Doc Sharing) │
└────────┬─────────┘ └─────────────────┘
│
┌────┴────┐
│ │
┌───▼───┐ ┌──▼────────┐
│ Gmail │ │ Calendar │
│ Sync │ │ Sync │
└───────┘ └───────────┘
│
┌────┴────────────┐
│ │
┌───▼───┐ ┌─────▼─────┐
│Stripe │ │ Mercury/ │
│(Pmts) │ │ Brex │
└───────┘ │(Metrics) │
└───────────┘
│
┌────▼──────┐
│ Zapier │
│ (Events) │
└─────┬─────┘
│
┌─────▼─────┐
│ Slack / │
│ Sheets │
└───────────┘
| Decision | Choice | Rationale |
|---|---|---|
| CRM | Finta | Purpose-built for fundraising |
| Email tracking | Gmail/Outlook sync | Automatic, no manual logging |
| Documents | Finta Deal Rooms | View tracking built in |
| Payments | Stripe via Finta | Direct capital collection |
| Reporting | CSV export + Python | Flexible, custom analysis |
| Notifications | Zapier -> Slack | Real-time team updates |
This completes the Finta skill pack. Start with finta-install-auth.