ReddRadar
Agent skill
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".
Install this agent skill to your Project
npx add-skill https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/main/plugins/saas-packs/finta-pack/skills/finta-core-workflow-a
SKILL.md
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
- Select investors to contact
- Use Finta's AI-assisted email composer for personalized outreach
- 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:
- Create a Deal Room with relevant materials
- Upload: pitch deck, financial model, cap table, team bios
- Share link with investor
- Monitor analytics: views, time spent, pages viewed
Step 4: Due Diligence Management
- Create a Data Room for detailed document sharing
- Organize by category: legal, financial, technical, team
- Set permission-based access (view-only, download, etc.)
- Track which documents investors have reviewed
Step 5: Close and Collect
- Move investor to "Term Sheet" stage when term sheet received
- Review terms in Finta's term sheet comparison view
- Accept and move to "Closed"
- Use Stripe/ACH integration to send payment links
- Collect committed capital directly through Finta
Fundraise Metrics Dashboard
Track in Finta or export for custom analysis:
- Total pipeline value
- Conversion rate by stage
- Average time in each stage
- Top investor engagement (deal room views)
- Warm intro utilization rate
Error Handling
| Issue | Cause | Solution |
|---|---|---|
| Emails not tracking | OAuth disconnected | Reconnect in Settings |
| Deal room views not logging | Browser blocking | Share via direct email |
| Payment link expired | Stripe session timeout | Generate new link |
| Aurora suggestions poor | Incomplete profile | Complete all company fields |
Resources
Next Steps
For investor relations and updates, see finta-core-workflow-b.
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