finta-core-workflow-a

# Finta Core Workflow: Fundraise Pipeline ## Overview End-to-end fundraise management with Finta: prospect investors, manage outreach, track meetings, handle due diligence, and close commitments. ## Instructions ### Step 1: Investor Prospecting with Aurora AI Aurora AI analyzes your company profile and recommends investors based on: - Thesis alignment (sector, stage, geography) - Historical investment behavior - Warm introduction availability from your network Navigate to **Investors** > **Discover** and review AI-ranked suggestions. ### Step 2: Outreach Campaign 1. Select investors to contact 2. Use Finta's AI-assisted email composer for personalized outreach 3. Finta auto-tracks replies and updates pipeline stages **Stage automation rules:** - Investor opens email --> "Reaching Out" (stays) - Investor replies --> auto-advance to "Intro Meeting" - Meeting scheduled --> confirm via calendar sync ### Step 3: Deal Room Setup For each active conversation: 1. Create a **Deal Room** with relevant materials 2. Upload: pitch deck, financial model, cap table, team bios 3. Share link with investor 4. Monitor analytics: views, time spent, pages viewed ### Step 4: Due Diligence Management 1. Create a **Data Room** for detailed document sharing 2. Organize by category: legal, financial, technical, team 3. Set permission-based access (view-only, download, etc.) 4. Track which documents investors have reviewed ### Step 5: Close and Collect 1. Move investor to "Term Sheet" st...