finta-core-workflow-a

name	finta-core-workflow-a
description	Manage a fundraise pipeline end-to-end with Finta. Use when running a fundraise, tracking investor conversations, managing deal rooms, or collecting commitments. Trigger with phrases like "finta fundraise", "finta pipeline management", "finta investor tracking", "run fundraise with finta".
allowed-tools	Read, Write, Edit, 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 Core Workflow: Fundraise Pipeline

Overview

End-to-end fundraise management with Finta: prospect investors, manage outreach, track meetings, handle due diligence, and close commitments.

Instructions

Step 1: Investor Prospecting with Aurora AI

Aurora AI analyzes your company profile and recommends investors based on:

• Thesis alignment (sector, stage, geography)
• Historical investment behavior
• Warm introduction availability from your network

Navigate to Investors > Discover and review AI-ranked suggestions.

Step 2: Outreach Campaign

1. Select investors to contact
2. Use Finta's AI-assisted email composer for personalized outreach
3. Finta auto-tracks replies and updates pipeline stages

Stage automation rules:

• Investor opens email --> "Reaching Out" (stays)
• Investor replies --> auto-advance to "Intro Meeting"
• Meeting scheduled --> confirm via calendar sync

Step 3: Deal Room Setup

For each active conversation:

1. Create a Deal Room with relevant materials
2. Upload: pitch deck, financial model, cap table, team bios
3. Share link with investor
4. Monitor analytics: views, time spent, pages viewed

Step 4: Due Diligence Management

1. Create a Data Room for detailed document sharing
2. Organize by category: legal, financial, technical, team
3. Set permission-based access (view-only, download, etc.)
4. Track which documents investors have reviewed

Step 5: Close and Collect

1. Move investor to "Term Sheet" stage when term sheet received
2. Review terms in Finta's term sheet comparison view
3. Accept and move to "Closed"
4. Use Stripe/ACH integration to send payment links
5. Collect committed capital directly through Finta

Fundraise Metrics Dashboard

Track in Finta or export for custom analysis:

• Total pipeline value
• Conversion rate by stage
• Average time in each stage
• Top investor engagement (deal room views)
• Warm intro utilization rate

Error Handling

Issue	Cause	Solution