finta-hello-world

Apps & Automation

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".

QUICK START

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Source SKILL.md: https://github.com/jeremylongshore/claude-code-plugins-plus-skills/blob/HEAD/plugins/saas-packs/finta-pack/skills/finta-hello-world/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-auth setup
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,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:

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.