ReddRadar
Agent skill
finta-prod-checklist
Fundraise launch checklist using Finta CRM. Trigger with phrases like "finta checklist", "finta launch", "finta go-live".
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-prod-checklist
SKILL.md
Finta Production Checklist
Pre-Fundraise Setup
- Company profile complete (sector, stage, metrics)
- Email sync connected (Gmail/Outlook)
- Calendar sync connected
- Financial integrations (Stripe, Mercury, Brex)
- Pitch deck uploaded to deal room
- Financial model in data room
- Cap table imported
Pipeline Configuration
- Pipeline stages customized for your process
- Automation rules configured (email reply -> stage advance)
- Target investor list imported (50-200 investors typical)
- Aurora AI reviewed for additional prospects
Outreach Preparation
- Email templates drafted
- Warm intro requests sent to network
- Deal room links generated and tested
- Investor update template prepared
Post-Close
- Payment collection configured (Stripe/ACH)
- Investor update schedule set (monthly/quarterly)
- Cap table updated with new investors
- Access revoked for investors who passed
Next Steps
For upgrades, see finta-upgrade-migration.
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