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finta-hello-world

'Set up your first fundraise pipeline in Finta with investors and deal

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2,267
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jeremylongshore/claude-code-plugins-plus-skills
Updated
2026-05-31
Slug
jeremylongshore--claude-code-plugins-plus-skills--finta-hello-world
View on GitHubRaw SKILL.md

// install — copy + paste into any project

mkdir -p .claude/skills && curl -fsSL https://raw.githubusercontent.com/jeremylongshore/claude-code-plugins-plus-skills/HEAD/plugins/saas-packs/finta-pack/skills/finta-hello-world/SKILL.md -o .claude/skills/finta-hello-world.md

Drops the SKILL.md into .claude/skills/finta-hello-world.md. Works with Claude Code, Cursor, and any agent that loads SKILL.md files from .claude/skills/.

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

  1. Click New Fundraise in the dashboard
  2. Enter details: round name, target amount, equity type (SAFE, Priced, Convertible Note)
  3. 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:

  1. Go to Investors > Discover
  2. Aurora ranks investors by thesis fit, check size match, and warm intro availability
  3. 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

  1. Navigate to Deal Rooms > Create Deal Room
  2. Upload fundraising materials: pitch deck, financials, cap table
  3. Generate shareable link with view tracking
  4. Monitor who viewed what and for how long

Step 5: Send Investor Update

  1. Go to Updates > New Update
  2. Select metrics to include: MRR, ARR, burn rate, runway
  3. Finta auto-populates from connected financial data
  4. 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.