Agent skill
finta-security-basics
Secure Finta fundraising data and investor information. Trigger with phrases like "finta security", "finta data privacy".
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-security-basics
SKILL.md
Finta Security Basics
Data Security
- Finta encrypts data at rest and in transit
- Deal rooms and data rooms support permission-based access
- View tracking shows who accessed what documents
Security Checklist
- Strong password + 2FA on Finta account
- Review deal room access permissions regularly
- Revoke access for investors who pass on the round
- Use data room permissions (view-only vs download)
- Review connected integration permissions periodically
- Export and backup pipeline data regularly
- Limit team member access to sensitive financial data
Resources
Next Steps
For production readiness, see finta-prod-checklist.
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