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@intentsolutionsio/finta-pack

v1.0.0

Published

Claude Code skill pack for Finta - 18 skills covering fundraising CRM, investor relations, and startup finance

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Links

Git

Maintainers

intentsolutionsiointentsolutionsio

Keywords

claude-codeclaude-code-pluginfintafundraisinginvestor-relationsstartup-financeai-skillssaas-pack

Readme

Finta Skill Pack

18 production-grade Claude Code skills for startup fundraising with Finta CRM

What Is Finta?

Finta is an AI-powered fundraising CRM built for startup founders and fund managers. The platform provides:

  • Pipeline CRM with automated stage advancement based on email replies and calendar events
  • Aurora AI for investor prospecting -- ranks investors by thesis fit and warm intro availability
  • Deal Rooms with shareable links, view tracking, and version control
  • Data Rooms for secure due diligence document sharing
  • Payment Collection via Stripe and ACH integration for collecting committed capital
  • Investor Updates with auto-populated metrics from Stripe, Mercury, and Brex
  • Warm Introduction Network identifying 2nd-degree connections to target investors

Finta is a web-based platform at trustfinta.com with email/calendar sync, Zapier integration, and CSV import/export. This skill pack provides fundraising workflow patterns and automation strategies for every stage of the fundraise process.

Installation

/plugin install finta-pack@claude-code-plugins-plus

Skills Included

Getting Started (S01-S04)

| Skill | Description | |-------|-------------| | finta-install-auth | Account setup, email/calendar sync, financial integrations | | finta-hello-world | Create first pipeline, import investors, set up deal room | | finta-local-dev-loop | CSV export analysis, pipeline reporting, conversion tracking | | finta-sdk-patterns | CSV pipeline tracker, Gmail integration, Zapier patterns |

Core Workflows (S05-S08)

| Skill | Description | |-------|-------------| | finta-core-workflow-a | End-to-end fundraise: prospect, outreach, deal room, close | | finta-core-workflow-b | Investor relations: updates, warm intros, cap table tracking | | finta-common-errors | Email sync issues, deal room problems, import failures | | finta-debug-bundle | Collect browser diagnostics for support |

Operations (S09-S12)

| Skill | Description | |-------|-------------| | finta-rate-limits | Plan tier limits and feature availability | | finta-security-basics | Deal room permissions, data privacy, access control | | finta-prod-checklist | Fundraise launch checklist from setup to close | | finta-upgrade-migration | Plan upgrades, CRM migration from other tools |

Pro Skills (P13-P18)

| Skill | Description | |-------|-------------| | finta-ci-integration | Automated pipeline reporting scripts | | finta-deploy-integration | Google Sheets dashboards, Slack notifications | | finta-webhooks-events | Zapier automation, follow-up reminders, pipeline events | | finta-performance-tuning | Pipeline efficiency tips, conversion rate optimization | | finta-cost-tuning | Free vs Pro plan selection guidance | | finta-reference-architecture | Fundraising tech stack architecture |

Quick Start

1. Install the Pack

/plugin install finta-pack@claude-code-plugins-plus

2. Create Your Finta Account

Sign up at trustfinta.com and complete the onboarding wizard with your company details and fundraise parameters.

3. Connect Email and Calendar

Go to Settings > Integrations and connect Gmail/Outlook for automatic investor communication tracking.

4. Build Your Pipeline

Import your investor list via CSV or use Aurora AI to discover relevant investors. Follow finta-core-workflow-a for the complete fundraise playbook.

Key Finta Links

License

MIT