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
Next Steps
Proceed to finta-local-dev-loop for workflow automation setup.
Source: jeremylongshore/claude-code-plugins-plus-skills → skills/.curated/finta-hello-world/SKILL.md
Also appears in: jeremylongshore/claude-code-plugins-plus-skills/plugins/saas-packs/finta-pack/skills/finta-hello-world/SKILL.md
1---
2name: finta-hello-world
3description: "'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\". '"
4allowed-tools: "Read, Write, Edit"
5category: devops-and-infra
6source_repo: jeremylongshore/claude-code-plugins-plus-skills
7source_path: "skills/.curated/finta-hello-world/SKILL.md"
8source_url: https://github.com/jeremylongshore/claude-code-plugins-plus-skills/blob/HEAD/skills/.curated/finta-hello-world/SKILL.md
9---
10
11# Finta Hello World
12
13## Overview
14
15Create your first fundraise pipeline in Finta: add target investors, configure deal stages, and use Aurora AI for investor prospecting.
16
17## Prerequisites
18
19- Completed `finta-install-auth` setup
20- Basic company information entered
21
22## Instructions
23
24### Step 1: Create a New Fundraise
25
261. Click **New Fundraise** in the dashboard
272. Enter details: round name, target amount, equity type (SAFE, Priced, Convertible Note)
283. Set timeline and target close date
29
30### Step 2: Add Target Investors
31
32**Manual Entry:**
33
34- Click **Add Investor** in pipeline view
35- Enter: investor name, firm, email, check size range, thesis tags
36
37**CSV Import:**
38
39```csv
40Name,Firm,Email,Check Size,Stage,Notes
41Jane Smith,Sequoia Capital,jane@sequoia.com,"$500K-$2M",Researching,Met at TechCrunch
42Bob Jones,a16z,bob@a16z.com,"$1M-$5M",Reaching Out,Intro from advisor
43```
44
45**Aurora AI Prospecting:**
46
471. Go to **Investors** > **Discover**
482. Aurora ranks investors by thesis fit, check size match, and warm intro availability
493. Add promising matches to your pipeline with one click
50
51### Step 3: Track Pipeline Progress
52
53Finta automatically moves investors through stages based on:
54
55- **Email replies**: Investor responds --> auto-advance to next stage
56- **Calendar meetings**: Meeting scheduled --> advance to Intro Meeting
57- **Manual updates**: Drag-and-drop in pipeline Kanban view
58
59### Step 4: Set Up Deal Room
60
611. Navigate to **Deal Rooms** > **Create Deal Room**
622. Upload fundraising materials: pitch deck, financials, cap table
633. Generate shareable link with view tracking
644. Monitor who viewed what and for how long
65
66### Step 5: Send Investor Update
67
681. Go to **Updates** > **New Update**
692. Select metrics to include: MRR, ARR, burn rate, runway
703. Finta auto-populates from connected financial data
714. Send to all investors or select groups
72
73## Output
74
75- Active fundraise pipeline with investors in stages
76- Deal room with shared materials and analytics
77- Email/calendar sync tracking communications automatically
78
79## Error Handling
80
81| Issue | Cause | Solution |
82|-------|-------|----------|
83| Investors not advancing | Auto-rules disabled | Check Settings > Automation |
84| Deal room link broken | Expired share | Regenerate link |
85| Metrics not populating | No financial integration | Connect Stripe/Mercury/Brex |
86| Aurora suggestions irrelevant | Insufficient company data | Complete company profile |
87
88## Resources
89
90- Finta for Founders
91- [Finta for Fund Managers](https://www.trustfinta.com/blog/finta-for-fund-managers-venture-capital-crm)
92
93## Next Steps
94
95Proceed to `finta-local-dev-loop` for workflow automation setup.
96
97---
98
99**Source:** [`jeremylongshore/claude-code-plugins-plus-skills`](https://github.com/jeremylongshore/claude-code-plugins-plus-skills) → `skills/.curated/finta-hello-world/SKILL.md`
100
101**Also appears in:** `jeremylongshore/claude-code-plugins-plus-skills/plugins/saas-packs/finta-pack/skills/finta-hello-world/SKILL.md`
jeremylongshore