Reference architecture for fundraising operations with Finta CRM. Trigger with phrases like "finta architecture", "finta fundraising stack".
Production architecture for fundraising operations integrating with Finta's CRM platform. Designed for startup founders and fund managers who need investor pipeline visibility, automated round management, and document room analytics. Key design drivers: deal velocity tracking, investor communication audit trail, capital collection automation via Stripe, and CRM integration with external systems like HubSpot or Salesforce for LP relationship management.
Founder Dashboard ──→ Pipeline Service ──→ Cache (Redis) ──→ Finta API
↓ /investors
Queue (Bull) ──→ Email Sync Worker /rounds
↓ /deal-rooms
Doc Room Service ──→ Finta Deal Rooms /documents
↓
Zapier Webhooks ──→ Slack / Sheets / CRM
class FundraiseService {
constructor(private finta: FintaClient, private cache: CacheLayer) {}
async getPipelineSnapshot(roundId: string): Promise<PipelineSnapshot> {
const investors = await this.cache.getOrFetch(`round:${roundId}:investors`,
() => this.finta.getInvestorsByRound(roundId));
return { total: investors.length, byStage: this.groupByStage(investors),
committed: investors.filter(i => i.stage === 'committed').reduce((s, i) => s + i.amount, 0) };
}
async moveInvestor(investorId: string, toStage: string): Promise<void> {
await this.finta.updateInvestor(investorId, { stage: toStage });
await this.cache.invalidate(`investor:${investorId}`);
await this.queue.add('stage-change', { investorId, toStage, timestamp: Date.now() });
}
}
const CACHE_CONFIG = {
rounds: { ttl: 600, prefix: 'round' }, // 10 min — round terms rarely change mid-raise
investors: { ttl: 120, prefix: 'investor' }, // 2 min — stage changes need freshness
documents: { ttl: 300, prefix: 'doc' }, // 5 min — doc list stable between uploads
dealRooms: { ttl: 60, prefix: 'room' }, // 1 min — view analytics need near-real-time
metrics: { ttl: 30, prefix: 'metric' }, // 30s — commitment totals are time-sensitive
};
// Stage-change webhooks flush investor cache immediately for dashboard accuracy
class FundraiseEventPipeline {
private queue = new Bull('finta-events', { redis: process.env.REDIS_URL });
async onStageChange(event: StageChangeEvent): Promise<void> {
await this.queue.add('notify', event, { attempts: 3, backoff: { type: 'exponential', delay: 2000 } });
}
async processNotification(event: StageChangeEvent): Promise<void> {
if (event.toStage === 'committed') await this.notifySlack(`${event.investorName} committed $${event.amount}`);
if (event.toStage === 'passed') await this.logPassReason(event);
await this.syncToCRM(event); // Push stage change to HubSpot/Salesforce
}
}
interface Round { id: string; name: string; targetAmount: number; instrument: 'SAFE' | 'convertible-note' | 'priced'; status: 'active' | 'closed'; }
interface Investor { id: string; name: string; email: string; firm: string; roundId: string; stage: 'contacted' | 'meeting' | 'dd' | 'term-sheet' | 'committed' | 'passed'; amount: number; }
interface DealRoom { id: string; roundId: string; investorIds: string[]; documents: Document[]; viewAnalytics: ViewEvent[]; }
interface Document { id: string; name: string; type: 'pitch-deck' | 'financials' | 'cap-table' | 'legal'; uploadedAt: string; viewCount: number; }
| Component | Failure Mode | Recovery |
|---|---|---|
| Investor sync | Finta API rate limit | Queue with exponential backoff, per-round circuit breaker |
| Deal room upload | S3/storage timeout | Retry with resumable upload, notify founder on failure |
| Email tracking | Gmail OAuth token expired | Auto-refresh token, fallback to manual logging alert |
| Stripe collection | Payment declined | Retry schedule (1d, 3d, 7d), escalate to founder dashboard |
| CRM sync | HubSpot conflict | Last-write-wins with Finta as source of truth, log discrepancies |
See finta-deploy-integration.