Agent skill

finta-security-basics

Secure Finta fundraising data and investor information. Trigger with phrases like "finta security", "finta data privacy".

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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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