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-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". '4---5
6# Finta Hello World
7
8## Overview
9
10Create your first fundraise pipeline in Finta: add target investors, configure deal stages, and use Aurora AI for investor prospecting.
11
12## Prerequisites
13
14- Completed `finta-install-auth` setup
15- Basic company information entered
16
17## Instructions
18
19### Step 1: Create a New Fundraise
20
211. Click **New Fundraise** in the dashboard
222. Enter details: round name, target amount, equity type (SAFE, Priced, Convertible Note)
233. Set timeline and target close date
24
25### Step 2: Add Target Investors
26
27**Manual Entry:**
28
29- Click **Add Investor** in pipeline view
30- Enter: investor name, firm, email, check size range, thesis tags
31
32**CSV Import:**
33
34```csv
35Name,Firm,Email,Check Size,Stage,Notes
36Jane Smith,Sequoia Capital,jane@sequoia.com,"$500K-$2M",Researching,Met at TechCrunch
37Bob Jones,a16z,bob@a16z.com,"$1M-$5M",Reaching Out,Intro from advisor
38```
39
40**Aurora AI Prospecting:**
41
421. Go to **Investors** > **Discover**
432. Aurora ranks investors by thesis fit, check size match, and warm intro availability
443. Add promising matches to your pipeline with one click
45
46### Step 3: Track Pipeline Progress
47
48Finta automatically moves investors through stages based on:
49
50- **Email replies**: Investor responds --> auto-advance to next stage
51- **Calendar meetings**: Meeting scheduled --> advance to Intro Meeting
52- **Manual updates**: Drag-and-drop in pipeline Kanban view
53
54### Step 4: Set Up Deal Room
55
561. Navigate to **Deal Rooms** > **Create Deal Room**
572. Upload fundraising materials: pitch deck, financials, cap table
583. Generate shareable link with view tracking
594. Monitor who viewed what and for how long
60
61### Step 5: Send Investor Update
62
631. Go to **Updates** > **New Update**
642. Select metrics to include: MRR, ARR, burn rate, runway
653. Finta auto-populates from connected financial data
664. Send to all investors or select groups
67
68## Output
69
70- Active fundraise pipeline with investors in stages
71- Deal room with shared materials and analytics
72- Email/calendar sync tracking communications automatically
73
74## Error Handling
75
76| Issue | Cause | Solution |
77|-------|-------|----------|
78| Investors not advancing | Auto-rules disabled | Check Settings > Automation |
79| Deal room link broken | Expired share | Regenerate link |
80| Metrics not populating | No financial integration | Connect Stripe/Mercury/Brex |
81| Aurora suggestions irrelevant | Insufficient company data | Complete company profile |
82
83## Resources
84
85- Finta for Founders
86- [Finta for Fund Managers](https://www.trustfinta.com/blog/finta-for-fund-managers-venture-capital-crm)
87
88## Next Steps
89
90Proceed to `finta-local-dev-loop` for workflow automation setup.
91
92---
93
94**Source:** [`jeremylongshore/claude-code-plugins-plus-skills`](https://github.com/jeremylongshore/claude-code-plugins-plus-skills) → `skills/.curated/finta-hello-world/SKILL.md`
95
96**Also appears in:** `jeremylongshore/claude-code-plugins-plus-skills/plugins/saas-packs/finta-pack/skills/finta-hello-world/SKILL.md`
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