finta-core-workflow-b

# Finta Core Workflow: Investor Relations ## Overview Post-fundraise investor management: send periodic updates, share metrics, manage cap table, and maintain relationships for future rounds. ## Instructions ### Investor Updates 1. Go to **Updates** > **New Update** 2. Select template (monthly, quarterly, or custom) 3. Finta auto-populates metrics from connected financial tools: - MRR/ARR from Stripe - Cash and burn rate from Mercury/Brex - Runway calculation 4. Add qualitative updates (milestones, challenges, asks) 5. Send to all investors or select groups ### Update Template ``` Subject: [Company] Monthly Update - March 2026 Key Metrics: - MRR: $X (up Y% MoM) - ARR: $X - Burn Rate: $X/month - Runway: X months - Headcount: X Highlights: - [Achievement 1] - [Achievement 2] Challenges: - [Challenge and plan to address] Asks: - Introductions to [specific companies/people] - Feedback on [specific topic] ``` ### Warm Introduction Network Finta's network feature identifies 2nd-degree connections: 1. Go to **Network** > **Find Introductions** 2. Select target investor 3. Finta shows mutual connections from your team, advisors, and existing investors 4. Request introduction through the platform ### Cap Table Tracking - Import cap table from Carta, Pulley, or CSV - Track ownership percentages after each round - Model dilution for future rounds - Export for legal and compliance ## Resources - [Finta for Fund Managers](https://www.trustfinta.com/blog/finta-for...