finta-prod-checklist

# Finta Production Checklist ## Overview Finta is a fundraising CRM for managing investor pipeline, deal rooms, and round tracking. A production integration syncs investor communications, manages deal room access, and automates pipeline stage transitions. Failures mean lost investor touchpoints, broken deal room links, or pipeline data that drifts from your actual fundraise state. ## Authentication & Secrets - [ ] `FINTA_API_KEY` stored in secrets manager (not config files) - [ ] OAuth tokens for email/calendar sync stored securely - [ ] Key rotation schedule documented (before each fundraise round) - [ ] Separate credentials for staging/prod environments - [ ] Deal room access tokens scoped per investor group ## 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 imp...