finta-security-basics

name	finta-security-basics
description	Secure Finta fundraising data and investor information. Trigger with phrases like "finta security", "finta data privacy".
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 Security Basics

Overview

Finta manages fundraising pipelines containing investor contact information, term sheet details, valuation data, cap table snapshots, and deal room documents. A breach exposes confidential fundraising strategy, investor relationships, and financial terms that could damage competitive positioning. Protect API credentials, deal room access controls, and any integration that syncs investor data to external CRMs or spreadsheets.

API Key Management

function createFintaClient(): { apiKey: string; baseUrl: string } {
  const apiKey = process.env.FINTA_API_KEY;
  if (!apiKey) {
    throw new Error("Missing FINTA_API_KEY — store in secrets manager, never in code");
  }
  // Finta keys access investor contacts and financial terms — treat as highly sensitive
  console.log("Finta client initialized (key suffix:", apiKey.slice(-4), ")");
  return { apiKey, baseUrl: "https://api.trustfinta.com/v1" };
}

Webhook Signature Verification

import crypto from "crypto";
import { Request, Response, NextFunction } from "express";

function verifyFintaWebhook(req: Request, res: Response, next: NextFunction): void {
  const signature = req.headers["x-finta-signature"] as string;
  const secret = process.env.FINTA_WEBHOOK_SECRET!;
  const expected = crypto.createHmac("sha256", secret).update(req.body).digest("hex");
  if (!signature || !crypto.timingSafeEqual(Buffer.from(signature), Buffer.from(expected))) {
    res.status(401).send("Invalid signature");
    return;
  }
  next();
}

Input Validation

import { z } from "zod";

const InvestorContactSchema = z.object({
  investor_id: z.string().uuid(),
  firm_name: z.string().min(1).max(200),
  contact_email: z.string().email(),
  deal_stage: z.enum(["prospect", "contacted", "meeting", "term_sheet", "closed", "passed"]),
  check_size: z.number().positive().optional(),
  valuation_cap: z.number().positive().optional(),
});

function validateInvestorData(data: unknown) {
  return InvestorContactSchema.parse(data);
}

Data Protection

const FINTA_SENSITIVE_FIELDS = ["valuation_cap", "check_size", "term_sheet_url", "cap_table", "investor_email", "phone"];

function redactFintaLog(record: Record<string, unknown>): Record<string, unknown> {
  const redacted = { ...record };
  for (const field of FINTA_SENSITIVE_FIELDS) {
    if (field in redacted) redacted[field] = "[REDACTED]";
  }
  return redacted;
}

Security Checklist

• API keys stored in secrets manager, not in code
• Strong password + 2FA enabled on Finta account
• Deal room access permissions reviewed after each round
• Access revoked for investors who pass on the round
• Data room set to view-only (no download) for early-stage investors
• Connected CRM integration permissions audited quarterly
• Valuation and term sheet data never logged in plaintext
• Pipeline exports encrypted and never committed to git

Error Handling

Vulnerability	Risk	Mitigation
Leaked API key	Full access to investor pipeline and deal terms	Secrets manager + rotation
Overly broad deal room access	Confidential terms exposed to wrong investors	Per-investor permission scoping
Unencrypted pipeline exports	Financial strategy leaked via CSV files	GPG encryption + .gitignore
Stale investor access	Former prospects retain document access	Post-round access review
CRM sync without redaction	Valuation data leaks to third-party CRM	Field-level redaction before sync

Resources

• Finta Website
• OWASP API Security Top 10

Next Steps

See finta-prod-checklist.