finta-hello-world

Featured

Set up your first fundraise pipeline in Finta with investors and deal stages. Use when starting a new fundraise, importing investor lists, or learning Finta's pipeline management features. Trigger with phrases like "finta hello world", "finta first pipeline", "start fundraise in finta", "finta quick start".

AI & Automation 2,266 stars 315 forks Updated today MIT

Install

View on GitHub

Quality Score: 99/100

Stars 20%
100
Recency 20%
100
Frontmatter 20%
70
Documentation 15%
100
Issue Health 10%
50
License 10%
100
Description 5%
100

Skill Content

# Finta Hello World ## Overview Create your first fundraise pipeline in Finta: add target investors, configure deal stages, and use Aurora AI for investor prospecting. ## Prerequisites - Completed `finta-install-auth` setup - Basic company information entered ## Instructions ### Step 1: Create a New Fundraise 1. Click **New Fundraise** in the dashboard 2. Enter details: round name, target amount, equity type (SAFE, Priced, Convertible Note) 3. Set timeline and target close date ### Step 2: Add Target Investors **Manual Entry:** - Click **Add Investor** in pipeline view - Enter: investor name, firm, email, check size range, thesis tags **CSV Import:** ```csv Name,Firm,Email,Check Size,Stage,Notes Jane Smith,Sequoia Capital,jane@sequoia.com,"$500K-$2M",Researching,Met at TechCrunch Bob Jones,a16z,bob@a16z.com,"$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 material...

Details

Author
jeremylongshore
Repository
jeremylongshore/claude-code-plugins-plus-skills
Created
7 months ago
Last Updated
today
Language
Python
License
MIT

Integrates with

Similar Skills

Semantically similar based on skill content — not just same category

AI & Automation Featured

finta-core-workflow-a

Manage a fundraise pipeline end-to-end with Finta. Use when running a fundraise, tracking investor conversations, managing deal rooms, or collecting commitments. Trigger with phrases like "finta fundraise", "finta pipeline management", "finta investor tracking", "run fundraise with finta".

2,266 Updated today
jeremylongshore
AI & Automation Featured

finta-install-auth

Set up Finta fundraising CRM account and configure integrations. Use when onboarding to Finta, connecting email/calendar, or configuring investor pipeline automation. Trigger with phrases like "install finta", "setup finta", "finta onboarding", "configure finta crm".

2,266 Updated today
jeremylongshore
AI & Automation Featured

finta-prod-checklist

Fundraise launch checklist using Finta CRM. Trigger with phrases like "finta checklist", "finta launch", "finta go-live".

2,266 Updated today
jeremylongshore
AI & Automation Featured

finta-reference-architecture

Reference architecture for fundraising operations with Finta CRM. Trigger with phrases like "finta architecture", "finta fundraising stack".

2,266 Updated today
jeremylongshore
AI & Automation Solid

finta-core-workflow-b

Manage ongoing investor relations and updates with Finta. Use when sending investor updates, tracking cap table changes, or maintaining LP relationships post-close. Trigger with phrases like "finta investor updates", "finta LP management", "finta post-close", "finta investor relations".

2,266 Updated today
jeremylongshore