---

name: finta-core-workflow-b description: 'Manage ongoing investor relations and updates with Finta.

Use when sending investor updates, tracking cap table changes,

or maintaining LP relationships post-close.

Trigger with phrases like "finta investor updates", "finta LP management",

"finta post-close", "finta investor relations".

' allowed-tools: Read, Write, Edit, Grep version: 1.7.0 license: MIT author: Jeremy Longshore jeremy@intentsolutions.io tags:

• saas
• fundraising-crm
• investor-management
• finta compatibility: Designed for Claude Code

---

Finta Core Workflow: Investor Relations

Overview

Post-fundraise investor management: send periodic updates, share metrics, manage cap table, and maintain relationships for future rounds.

Prerequisites

• Confirm the update audience, source-of-truth metrics, and internal approval owner.
• Verify that recipients are authorized for the selected content and documents.
• Prepare a redacted draft outside of production mailing lists for review.

Instructions

Investor Updates

1. Go to Updates > New Update
2. Select template (monthly, quarterly, or custom)
3. Finta auto-populates metrics from connected financial tools:
   • MRR/ARR from Stripe
   • Cash and burn rate from Mercury/Brex
   • Runway calculation
4. Add qualitative updates (milestones, challenges, asks)
5. 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:

1. Go to Network > Find Introductions
2. Select target investor
3. Finta shows mutual connections from your team, advisors, and existing investors
4. 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

Output

Create an approved investor-update record containing the audience segment, source metric date, reviewer, send time, and any open follow-up requests. Keep cap-table exports and recipient-level details in their approved systems, not in local drafts or repository files.

Error Handling

• Stop a send when the recipient segment, attached document permissions, or source metrics cannot be verified.
• Treat bounced messages, unsubscribe requests, or audience mismatches as a review queue; do not automatically resend to an alternate address.
• If connected metrics are stale or incomplete, label the update as pending and obtain an owner’s decision before sending.
• Revoke access and document the correction if a restricted update or document is shared with the wrong audience.

Examples

Draft a monthly update with fictional metrics, have the designated reviewer approve the audience, and send it only to a test segment. Verify the activity record and document permissions, then use the same reviewed template for the authorized production segment.

Resources

• Finta for Fund Managers

Next Steps

For troubleshooting, see finta-common-errors.