Finta core workflow b
Skill jeremylongshore/claude-code-plugins-plus-skills/skills/.curated/finta-core-workflow-b
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npx -y skills add jeremylongshore/claude-code-plugins-plus-skills --skill finta-core-workflow-bAssembled from the repository path, not quoted from the project. Check it against their README if it does not work.
What its author says it does
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'Manage ongoing investor relations and updates with Finta.
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SKILL.md
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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.