How do I install the Finta Core Workflow A skill?

Run npx skillmds@latest add jeremylongshore/finta-core-workflow-a in your terminal (requires Node.js), paste this page's agent-chat prompt into Claude, Cursor, or any MCP-connected agent, or download the SKILL.md file and copy it into your agent's skills directory.

Is Finta Core Workflow A safe to use?

This skill has not completed SkillMD's automated safety review yet. Capability flags: makes network calls. SkillMD never runs a skill's scripts for you; review the SKILL.md before installing.

Which AI agents work with Finta Core Workflow A?

This skill is tagged as working with Claude Code, Claude.ai, OpenAI Codex. SKILL.md is an open format, so most agents that read a skills directory can load it too.

Is Finta Core Workflow A free to use?

Yes. Installing skills from SkillMD is free, and the skill stays under its author's original license.

Who published Finta Core Workflow A?

jeremylongshore (@jeremylongshore) published this skill. Their other Agent Skills are listed on their SkillMD profile.

Finta Core Workflow A by jeremylongshore

Name: Finta Core Workflow A
Rating: 4.2 (5 reviews)
Author: jeremylongshore

Finta Core Workflow A

'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". '

File contents

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.

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

Select investors to contact
Use Finta's AI-assisted email composer for personalized outreach
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:

Create a Deal Room with relevant materials
Upload: pitch deck, financial model, cap table, team bios
Share link with investor
Monitor analytics: views, time spent, pages viewed

Step 4: Due Diligence Management

Create a Data Room for detailed document sharing
Organize by category: legal, financial, technical, team
Set permission-based access (view-only, download, etc.)
Track which documents investors have reviewed

Step 5: Close and Collect

Move investor to "Term Sheet" stage when term sheet received
Review terms in Finta's term sheet comparison view
Accept and move to "Closed"
Use Stripe/ACH integration to send payment links
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

Resources

Next Steps

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

Source: jeremylongshore/claude-code-plugins-plus-skills → skills/.curated/finta-core-workflow-a/SKILL.md

Also appears in: jeremylongshore/claude-code-plugins-plus-skills/plugins/saas-packs/finta-pack/skills/finta-core-workflow-a/SKILL.md

---name: finta-core-workflow-adescription: '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". '---# Finta Core Workflow: Fundraise Pipeline## OverviewEnd-to-end fundraise management with Finta: prospect investors, manage outreach, track meetings, handle due diligence, and close commitments.## Instructions### Step 1: Investor Prospecting with Aurora AIAurora AI analyzes your company profile and recommends investors based on:- Thesis alignment (sector, stage, geography)- Historical investment behavior- Warm introduction availability from your networkNavigate to **Investors** > **Discover** and review AI-ranked suggestions.### Step 2: Outreach Campaign1. Select investors to contact2. Use Finta's AI-assisted email composer for personalized outreach3. 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 SetupFor each active conversation:1. Create a **Deal Room** with relevant materials2. Upload: pitch deck, financial model, cap table, team bios3. Share link with investor4. Monitor analytics: views, time spent, pages viewed### Step 4: Due Diligence Management1. Create a **Data Room** for detailed document sharing2. Organize by category: legal, financial, technical, team3. Set permission-based access (view-only, download, etc.)4. Track which documents investors have reviewed### Step 5: Close and Collect1. Move investor to "Term Sheet" stage when term sheet received2. Review terms in Finta's term sheet comparison view3. Accept and move to "Closed"4. Use Stripe/ACH integration to send payment links5. Collect committed capital directly through Finta## Fundraise Metrics DashboardTrack 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 |## Resources- [Finta for Serial Entrepreneurs](https://www.trustfinta.com/blog/finta-for-serial-entrepreneurs-fundraising)- [Finta Customers](https://www.trustfinta.com/customers)## Next StepsFor investor relations and updates, see `finta-core-workflow-b`.---**Source:** [`jeremylongshore/claude-code-plugins-plus-skills`](https://github.com/jeremylongshore/claude-code-plugins-plus-skills) → `skills/.curated/finta-core-workflow-a/SKILL.md`**Also appears in:** `jeremylongshore/claude-code-plugins-plus-skills/plugins/saas-packs/finta-pack/skills/finta-core-workflow-a/SKILL.md`

Frequently asked questions