Finta Prod Checklist

Finta Production Checklist

Overview

Finta is a fundraising CRM for managing investor pipeline, deal rooms, and round tracking. A production integration syncs investor communications, manages deal room access, and automates pipeline stage transitions. Failures mean lost investor touchpoints, broken deal room links, or pipeline data that drifts from your actual fundraise state.

Authentication & Secrets

• FINTA_API_KEY stored in secrets manager (not config files)
• OAuth tokens for email/calendar sync stored securely
• Key rotation schedule documented (before each fundraise round)
• Separate credentials for staging/prod environments
• Deal room access tokens scoped per investor group

API Integration

• Production base URL configured (https://api.finta.com/v1)
• Rate limit handling with exponential backoff
• Pipeline stage sync tested with all custom stages
• Investor contact import validated (deduplication on email)
• Deal room link generation tested with expiration settings
• Email sync webhook configured for reply-to-stage automation
• Financial data integrations verified (Stripe, Mercury, Brex)

Error Handling & Resilience

• Circuit breaker configured for Finta API outages
• Retry with backoff for 429/5xx responses
• Email sync failure detection (stale inbox = missed investor replies)
• Deal room link expiration alerts before investor meetings
• Duplicate investor detection on bulk import
• Cap table import validation (share counts, ownership percentages)

Monitoring & Alerting

• API latency tracked per endpoint (pipeline, investors, rooms)
• Error rate alerts set (threshold: any sync failure during active round)
• Investor reply detection latency monitored (<5 min SLA)
• Deal room access analytics reviewed weekly
• Pipeline stage transition audit log enabled

Validation Script

async function checkFintaReadiness(): Promise<void> {
  const checks: { name: string; pass: boolean; detail: string }[] = [];
  // API connectivity
  try {
    const res = await fetch('https://api.finta.com/v1/pipeline', {
      headers: { Authorization: `Bearer ${process.env.FINTA_API_KEY}` },
    });
    checks.push({ name: 'Finta API', pass: res.ok, detail: res.ok ? 'Connected' : `HTTP ${res.status}` });
  } catch (e: any) { checks.push({ name: 'Finta API', pass: false, detail: e.message }); }
  // Credentials present
  checks.push({ name: 'API Key Set', pass: !!process.env.FINTA_API_KEY, detail: process.env.FINTA_API_KEY ? 'Present' : 'MISSING' });
  // Pipeline stages configured
  try {
    const res = await fetch('https://api.finta.com/v1/pipeline/stages', {
      headers: { Authorization: `Bearer ${process.env.FINTA_API_KEY}` },
    });
    const data = await res.json();
    const count = Array.isArray(data) ? data.length : 0;
    checks.push({ name: 'Pipeline Stages', pass: count >= 3, detail: `${count} stages configured` });
  } catch (e: any) { checks.push({ name: 'Pipeline Stages', pass: false, detail: e.message }); }
  for (const c of checks) console.log(`[${c.pass ? 'PASS' : 'FAIL'}] ${c.name}: ${c.detail}`);
}
checkFintaReadiness();

Error Handling

Resources

• Finta Platform
• Finta Help Center

Next Steps

See finta-security-basics for investor data protection and deal room access control.

Source: jeremylongshore/claude-code-plugins-plus-skills → skills/.curated/finta-prod-checklist/SKILL.md

Also appears in: jeremylongshore/claude-code-plugins-plus-skills/plugins/saas-packs/finta-pack/skills/finta-prod-checklist/SKILL.md