| name | finta-core-workflow-b |
| description | Manage ongoing investor relations and updates with Finta.
Use when sending investor updates, tracking cap table changes,
or maintaining LP relationships post-close.
Trigger with phrases like "finta investor updates", "finta LP management",
"finta post-close", "finta investor relations".
|
| allowed-tools | Read, Write, Edit, Grep |
| version | 1.7.0 |
| license | MIT |
| author | Jeremy Longshore <jeremy@intentsolutions.io> |
| tags | ["saas","fundraising-crm","investor-management","finta"] |
| compatibility | Designed for Claude Code |
Finta Core Workflow: Investor Relations
Overview
Post-fundraise investor management: send periodic updates, share metrics, manage cap table, and maintain relationships for future rounds.
Instructions
Investor Updates
- Go to Updates > New Update
- Select template (monthly, quarterly, or custom)
- Finta auto-populates metrics from connected financial tools:
- MRR/ARR from Stripe
- Cash and burn rate from Mercury/Brex
- Runway calculation
- Add qualitative updates (milestones, challenges, asks)
- Send to all investors or select groups
Update Template
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]
Warm Introduction Network
Finta's network feature identifies 2nd-degree connections:
- Go to Network > Find Introductions
- Select target investor
- Finta shows mutual connections from your team, advisors, and existing investors
- Request introduction through the platform
Cap Table Tracking
- Import cap table from Carta, Pulley, or CSV
- Track ownership percentages after each round
- Model dilution for future rounds
- Export for legal and compliance
Resources
Next Steps
For troubleshooting, see finta-common-errors.
