How do I install the Finta Core Workflow B skill?

Run npx skillmds@latest add jeremylongshore/finta-core-workflow-b 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 B 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 B?

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 B 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 B?

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

Finta Core Workflow B by jeremylongshore

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

Finta Core Workflow B

'Manage ongoing investor relations and updates with Finta. Use when sending investor updates, tracking cap table changes, or maintaining LP relationships post-close. Trigger with phrases like "finta investor updates", "finta LP management", "finta post-close", "finta investor relations". '

File contents

Finta Core Workflow: Investor Relations

Overview

Post-fundraise investor management: send periodic updates, share metrics, manage cap table, and maintain relationships for future rounds.

Instructions

Investor Updates

Go to Updates > New Update
Select template (monthly, quarterly, or custom)
Finta auto-populates metrics from connected financial tools:
- MRR/ARR from Stripe
- Cash and burn rate from Mercury/Brex
- Runway calculation
Add qualitative updates (milestones, challenges, asks)
Send to all investors or select groups

Update Template

Subject: [Company] Monthly Update - March 2026

Key Metrics:
- MRR: $X (up Y% MoM)
- ARR: $X
- Burn Rate: $X/month
- Runway: X months
- Headcount: X

Highlights:
- [Achievement 1]
- [Achievement 2]

Challenges:
- [Challenge and plan to address]

Asks:
- Introductions to [specific companies/people]
- Feedback on [specific topic]

Warm Introduction Network

Finta's network feature identifies 2nd-degree connections:

Go to Network > Find Introductions
Select target investor
Finta shows mutual connections from your team, advisors, and existing investors
Request introduction through the platform

Cap Table Tracking

Import cap table from Carta, Pulley, or CSV
Track ownership percentages after each round
Model dilution for future rounds
Export for legal and compliance

Resources

Finta for Fund Managers

Next Steps

For troubleshooting, see finta-common-errors.

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

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

---name: finta-core-workflow-bdescription: 'Manage ongoing investor relations and updates with Finta. Use when sending investor updates, tracking cap table changes, or maintaining LP relationships post-close. Trigger with phrases like "finta investor updates", "finta LP management", "finta post-close", "finta investor relations". '---# Finta Core Workflow: Investor Relations## OverviewPost-fundraise investor management: send periodic updates, share metrics, manage cap table, and maintain relationships for future rounds.## Instructions### Investor Updates1. Go to **Updates** > **New Update**2. Select template (monthly, quarterly, or custom)3. Finta auto-populates metrics from connected financial tools: - MRR/ARR from Stripe - Cash and burn rate from Mercury/Brex - Runway calculation4. Add qualitative updates (milestones, challenges, asks)5. Send to all investors or select groups### Update Template```Subject: [Company] Monthly Update - March 2026Key Metrics:- MRR: $X (up Y% MoM)- ARR: $X- Burn Rate: $X/month- Runway: X months- Headcount: XHighlights:- [Achievement 1]- [Achievement 2]Challenges:- [Challenge and plan to address]Asks:- Introductions to [specific companies/people]- Feedback on [specific topic]```### Warm Introduction NetworkFinta's network feature identifies 2nd-degree connections:1. Go to **Network** > **Find Introductions**2. Select target investor3. Finta shows mutual connections from your team, advisors, and existing investors4. Request introduction through the platform### Cap Table Tracking- Import cap table from Carta, Pulley, or CSV- Track ownership percentages after each round- Model dilution for future rounds- Export for legal and compliance## Resources- [Finta for Fund Managers](https://www.trustfinta.com/blog/finta-for-fund-managers-venture-capital-crm)## Next StepsFor troubleshooting, see `finta-common-errors`.---**Source:** [`jeremylongshore/claude-code-plugins-plus-skills`](https://github.com/jeremylongshore/claude-code-plugins-plus-skills) → `skills/.curated/finta-core-workflow-b/SKILL.md`**Also appears in:** `jeremylongshore/claude-code-plugins-plus-skills/plugins/saas-packs/finta-pack/skills/finta-core-workflow-b/SKILL.md`

Frequently asked questions