---

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 jeremy@intentsolutions.io 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.

Prerequisites

• A reviewed fundraising plan, authorized team roles, and a current recipient/intro consent policy.
• Verified source documents and metrics, with access limited per investor and stage.
• An internal owner for approvals of outreach, deal-room content, and any payment or commitment workflow.

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
Emails not tracking	OAuth disconnected	Reconnect in Settings
Deal room views not logging	Browser blocking	Share via direct email
Payment link expired	Stripe session timeout	Generate new link
Aurora suggestions poor	Incomplete profile	Complete all company fields

Output

Maintain a controlled pipeline record with the stage owner, permitted materials, last approved communication, and next action. Keep investor-level contact details, deal-room analytics, cap-table data, and commitment terms in approved systems only.

Examples

Create a test round using fictitious organizations and staged documents. Have the owner review the audience and document permissions before sending a test outreach. Confirm a stage update is auditable and that removing a test participant immediately removes access to restricted material.

Resources

• Finta for Serial Entrepreneurs
• Finta Customers

Next Steps

For investor relations and updates, see finta-core-workflow-b.