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
- 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
Next Steps
Proceed to finta-local-dev-loop for workflow automation setup.
1---2name: finta-hello-world3description: 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".4license: MIT5---6# Finta Hello World
7
8## Examples
9
10Use 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.
11
12## Overview
13
14Create your first fundraise pipeline in Finta: add target investors, configure deal stages, and use Aurora AI for investor prospecting.
15
16## Prerequisites
17
18- Completed `finta-install-auth` setup
19- Basic company information entered
20
21## Instructions
22
23### Step 1: Create a New Fundraise
24
251. Click **New Fundraise** in the dashboard
262. Enter details: round name, target amount, equity type (SAFE, Priced, Convertible Note)
273. Set timeline and target close date
28
29### Step 2: Add Target Investors
30
31**Manual Entry:**
32
33- Click **Add Investor** in pipeline view
34- Enter: investor name, firm, email, check size range, thesis tags
35
36**CSV Import:**
37
38```csv
39Name,Firm,Email,Check Size,Stage,Notes
40Jane Smith,Sequoia Capital,jane@sequoia.com,"$500K-$2M",Researching,Met at TechCrunch
41Bob Jones,a16z,bob@a16z.com,"$1M-$5M",Reaching Out,Intro from advisor
42```
43
44**Aurora AI Prospecting:**
45
461. Go to **Investors** > **Discover**
472. Aurora ranks investors by thesis fit, check size match, and warm intro availability
483. Add promising matches to your pipeline with one click
49
50### Step 3: Track Pipeline Progress
51
52Finta automatically moves investors through stages based on:
53
54- **Email replies**: Investor responds --> auto-advance to next stage
55- **Calendar meetings**: Meeting scheduled --> advance to Intro Meeting
56- **Manual updates**: Drag-and-drop in pipeline Kanban view
57
58### Step 4: Set Up Deal Room
59
601. Navigate to **Deal Rooms** > **Create Deal Room**
612. Upload fundraising materials: pitch deck, financials, cap table
623. Generate shareable link with view tracking
634. Monitor who viewed what and for how long
64
65### Step 5: Send Investor Update
66
671. Go to **Updates** > **New Update**
682. Select metrics to include: MRR, ARR, burn rate, runway
693. Finta auto-populates from connected financial data
704. Send to all investors or select groups
71
72## Output
73
74- Active fundraise pipeline with investors in stages
75- Deal room with shared materials and analytics
76- Email/calendar sync tracking communications automatically
77
78## Error Handling
79
80| Issue | Cause | Solution |
81|-------|-------|----------|
82| Investors not advancing | Auto-rules disabled | Check Settings > Automation |
83| Deal room link broken | Expired share | Regenerate link |
84| Metrics not populating | No financial integration | Connect Stripe/Mercury/Brex |
85| Aurora suggestions irrelevant | Insufficient company data | Complete company profile |
86
87## Resources
88
89- Finta for Founders
90- [Finta for Fund Managers](https://www.trustfinta.com/blog/finta-for-fund-managers-venture-capital-crm)
91
92## Next Steps
93
94Proceed to `finta-local-dev-loop` for workflow automation setup.
gabrielmoreira