finta-install-auth

# Finta Install & Auth ## Overview Set up Finta fundraising CRM at trustfinta.com. Finta is a UI-first platform for managing fundraising pipelines, investor relationships, and deal rooms. Integration is via email/calendar sync and the Finta web app -- there is no public REST API. ## Prerequisites - Finta account at https://www.trustfinta.com - Gmail or Outlook email for sync - Google Calendar or Outlook Calendar ## Instructions ### Step 1: Create Account 1. Sign up at https://www.trustfinta.com 2. Complete onboarding wizard with company details 3. Select your fundraising stage (Pre-seed, Seed, Series A, etc.) ### Step 2: Connect Email Finta syncs with Gmail and Outlook to automatically track investor communications: 1. Go to **Settings** > **Integrations** 2. Click **Connect Gmail** or **Connect Outlook** 3. Grant read access for email tracking 4. Finta will auto-detect investor conversations and update pipeline stages ### Step 3: Connect Calendar 1. Go to **Settings** > **Integrations** 2. Click **Connect Google Calendar** or **Connect Outlook Calendar** 3. Meetings with investors will auto-log to the pipeline ### Step 4: Import Existing Investors - **CSV Import**: Upload a spreadsheet with investor name, firm, email, stage - **Manual Entry**: Add investors one by one in the Pipeline view - **Aurora AI**: Let Finta's AI prospect matching find relevant investors ### Step 5: Configure Pipeline Stages Default stages (customizable): 1. Researching 2. Reaching Out...