finta-reference-architecture

name	finta-reference-architecture
description	Reference architecture for fundraising operations with Finta CRM. Trigger with phrases like "finta architecture", "finta fundraising stack".
allowed-tools	Read, Grep
version	1.7.0
license	MIT
author	Jeremy Longshore <[e-mail]>
tags	["saas","fundraising-crm","investor-management","finta"]
compatibility	Designed for Claude Code

Finta Reference Architecture

Overview

Production architecture for fundraising operations integrating with Finta's CRM platform. Designed for startup founders and fund managers who need investor pipeline visibility, automated round management, and document room analytics. Key design drivers: deal velocity tracking, investor communication audit trail, capital collection automation via Stripe, and CRM integration with external systems like HubSpot or Salesforce for LP relationship management.

Architecture Diagram

Founder Dashboard ──→ Pipeline Service ──→ Cache (Redis) ──→ Finta API
                           ↓                                  /investors
                      Queue (Bull) ──→ Email Sync Worker      /rounds
                           ↓                                  /deal-rooms
                      Doc Room Service ──→ Finta Deal Rooms   /documents
                           ↓
                      Zapier Webhooks ──→ Slack / Sheets / CRM

Service Layer

class FundraiseService {
  constructor(private finta: FintaClient, private cache: CacheLayer) {}

  async getPipelineSnapshot(roundId: string): Promise<PipelineSnapshot> {
    const investors = await this.cache.getOrFetch(`round:${roundId}:investors`,
      () => this.finta.getInvestorsByRound(roundId));
    return { total: investors.length, byStage: this.groupByStage(investors),
             committed: investors.filter(i => i.stage === 'committed').reduce((s, i) => s + i.amount, 0) };
  }

  async moveInvestor(investorId: string, toStage: string): Promise<void> {
     ..(investorId, { : toStage });
     ..();
     ..(, { investorId, toStage, : .() });
  }
}

Caching Strategy

const CACHE_CONFIG = {
  rounds:     { ttl: 600, prefix: 'round' },     // 10 min — round terms rarely change mid-raise
  investors:  { ttl: 120, prefix: 'investor' },   // 2 min — stage changes need freshness
  documents:  { ttl: 300, prefix: 'doc' },         // 5 min — doc list stable between uploads
  dealRooms:  { ttl: 60,  prefix: 'room' },        // 1 min — view analytics need near-real-time
  metrics:    { ttl: 30,  prefix: 'metric' },      // 30s — commitment totals are time-sensitive
};
// Stage-change webhooks flush investor cache immediately for dashboard accuracy

Event Pipeline

class FundraiseEventPipeline {
  private queue = new Bull('finta-events', { redis: process.env.REDIS_URL });

  async onStageChange(event: StageChangeEvent): Promise<void> {
    await this.queue.add('notify', event, { attempts: 3, backoff: { type: 'exponential', delay: 2000 } });
  }

  async processNotification(event: StageChangeEvent): Promise<void> {
    if (event.toStage === 'committed') await this.notifySlack(`${event.investorName} committed $${event.amount}`);
    if (event.toStage === 'passed') await this.logPassReason(event);
    await this.syncToCRM(event);  // Push stage change to HubSpot/Salesforce
  }
}

Data Model

interface Round     { id: string; name: string; targetAmount: number; instrument: 'SAFE' | 'convertible-note' | 'priced'; status: 'active' | 'closed'; }
interface Investor  { id: string; name: string; email: string; firm: string; roundId: string; stage: 'contacted' | 'meeting' | 'dd' | 'term-sheet' | 'committed' | 'passed'; amount: number; }
interface DealRoom  { id: string; roundId: string; investorIds: string[]; documents: Document[]; viewAnalytics: ViewEvent[]; }
interface Document  { id: string; name: string; type:  |  |  | ; : ; : ; }

Scaling Considerations

• Partition investor pipelines by round to keep active-raise queries fast and isolated
• Buffer email sync operations — Gmail/Outlook API rate limits are aggressive for bulk tracking
• Batch Zapier webhook deliveries to avoid per-event overhead during rapid stage updates
• Cache commitment totals at round level; invalidate on any investor stage change
• Use read-through cache for deal room analytics — investors check rooms sporadically but in bursts

Error Handling

Component	Failure Mode	Recovery
Investor sync	Finta API rate limit	Queue with exponential backoff, per-round circuit breaker
Deal room upload	S3/storage timeout	Retry with resumable upload, notify founder on failure
Email tracking	Gmail OAuth token expired	Auto-refresh token, fallback to manual logging alert
Stripe collection	Payment declined	Retry schedule (1d, 3d, 7d), escalate to founder dashboard
CRM sync	HubSpot conflict	Last-write-wins with Finta as source of truth, log discrepancies

Resources

• Finta Website
• Finta for Fund Managers

Next Steps

See finta-deploy-integration.