Finta hello world
'Set up your first fundraise pipeline in Finta with investors and deal stages.From its SKILL.md
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SKILL.md
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Finta Hello World
Overview
Create your first fundraise pipeline in Finta: add target investors, configure deal stages, and use Aurora AI for investor prospecting.
Prerequisites
- Completed
finta-install-authsetup - Basic company information entered
Instructions
Step 1: Create a New Fundraise
- Click New Fundraise in the dashboard
- Enter details: round name, target amount, equity type (SAFE, Priced, Convertible Note)
- Set timeline and target close date
Step 2: Add Target Investors
Manual Entry:
- Click Add Investor in pipeline view
- Enter: investor name, firm, email, check size range, thesis tags
CSV Import:
Name,Firm,Email,Check Size,Stage,Notes
Jane Smith,Sequoia Capital,[email protected],"$500K-$2M",Researching,Met at TechCrunch
Bob Jones,a16z,[email protected],"$1M-$5M",Reaching Out,Intro from advisor
Aurora AI Prospecting:
- Go to Investors > Discover
- Aurora ranks investors by thesis fit, check size match, and warm intro availability
- Add promising matches to your pipeline with one click
Step 3: Track Pipeline Progress
Finta automatically moves investors through stages based on:
- Email replies: Investor responds --> auto-advance to next stage
- Calendar meetings: Meeting scheduled --> advance to Intro Meeting
- Manual updates: Drag-and-drop in pipeline Kanban view
Step 4: Set Up Deal Room
- Navigate to Deal Rooms > Create Deal Room
- Upload fundraising materials: pitch deck, financials, cap table
- Generate shareable link with view tracking
- Monitor who viewed what and for how long
Step 5: Send Investor Update
- Go to Updates > New Update
- Select metrics to include: MRR, ARR, burn rate, runway
- Finta auto-populates from connected financial data
- Send to all investors or select groups
Output
- Active fundraise pipeline with investors in stages
- Deal room with shared materials and analytics
- Email/calendar sync tracking communications automatically
Error Handling
| Issue | Cause | Solution |
|---|---|---|
| Investors not advancing | Auto-rules disabled | Check Settings > Automation |
| Deal room link broken | Expired share | Regenerate link |
| Metrics not populating | No financial integration | Connect Stripe/Mercury/Brex |
| Aurora suggestions irrelevant | Insufficient company data | Complete company profile |
Resources
- Finta for Founders
- Finta for Fund Managers
Next Steps
Proceed to finta-local-dev-loop for workflow automation setup.
What ships with it
Read from the repository
Just SKILL.md. No reference files, no scripts.