Finta Hello World

Name,Firm,Email,Check Size,Stage,Notes
Jane Smith,Sequoia Capital,[email protected],"$500K-$2M",Researching,Met at TechCrunch
Bob Jones,a16z,[email protected],"$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

Resources

• Finta for Founders
• Finta for Fund Managers

Next Steps

Proceed to finta-local-dev-loop for workflow automation setup.