---

name: finta-hello-world description: 'Set up your first fundraise pipeline in Finta with investors and deal stages.

Use when starting a new fundraise, importing investor lists,

or learning Finta''s pipeline management features.

Trigger with phrases like "finta hello world", "finta first pipeline",

"start fundraise in finta", "finta quick start".

' allowed-tools: Read, Write, Edit 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 Hello World

Examples

Use a fictional workspace and a read-only, scoped credential supplied by a secret manager. Run the smallest supported verification, confirm the output is redacted, then revoke the test credential and verify the request no longer succeeds. Do not use real investor, deal-room, or payment data for a first integration check.

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-auth setup
• Basic company information entered

Instructions

Step 1: Create a New Fundraise

1. Click New Fundraise in the dashboard
2. Enter details: round name, target amount, equity type (SAFE, Priced, Convertible Note)
3. 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,jane@sequoia.com,"$500K-$2M",Researching,Met at TechCrunch
Bob Jones,a16z,bob@a16z.com,"$1M-$5M",Reaching Out,Intro from advisor

Aurora AI Prospecting:

1. Go to Investors > Discover
2. Aurora ranks investors by thesis fit, check size match, and warm intro availability
3. 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

1. Navigate to Deal Rooms > Create Deal Room
2. Upload fundraising materials: pitch deck, financials, cap table
3. Generate shareable link with view tracking
4. Monitor who viewed what and for how long

Step 5: Send Investor Update

1. Go to Updates > New Update
2. Select metrics to include: MRR, ARR, burn rate, runway
3. Finta auto-populates from connected financial data
4. 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.