Finta Prod Checklist

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.