Finta The Capital Copilot

What is Finta?

Finta is a platform designed to streamline deal-making processes where trust is crucial, particularly within the capital markets. It caters to a wide range of users including entrepreneurs, fund managers, real estate sponsors, nonprofit leaders, and private market allocators seeking to optimize their workflows and relationship building.

The core of Finta features an AI-powered CRM, featuring an AI agent named Aurora. This system enhances user outreach by generating AI-personalized email scripts suitable for various funnel stages, automatically enriching contact details, and integrating with email systems. It provides real-time insights and leverages expert private market knowledge relevant to the user's company vertical, stage, or sector. Finta centralizes deal components by enabling the sharing of due diligence materials through secure smart links, covering pitch decks, deal rooms, data rooms, and closing documents, and includes functionality for accepting money transfers. The platform also includes a database to surface and recommend top prospects like investors or donors, and tools to identify potential warm introductions through users' existing trusted networks, promoting relationship-driven connections over cold outreach. Collaboration features allow teams, shareholders, and advisors to work together within the platform.

Features

AI Powered CRM: Enhance outreach with AI-personalized email scripts, automatic contact enrichment, and email integration.
Aurora AI Agent: AI assistant helps execute trust-based workflows seamlessly.
Due Diligence Smart Links: Share pitch decks, deal rooms, data rooms, and closing docs securely.
Investor Database & Prospecting: Access a database to find and recommend top investors, donors, or strategic contacts.
Warm Introduction Finder: Identify 2nd-degree connections through team, shareholder, and advisor networks.
Team Collaboration: Invite team members, shareholders, and advisors to collaborate.
Real-time Deal Tracking: Monitor deals and pipeline status via web and mobile app.
Payment Acceptance: Facilitates accepting ACH, Wire, & Check transfers.
A.I. Deal Memos: Generate deal memos using AI.
CRM Automation: Features stage automation and templated emails.

Use Cases

Streamlining startup fundraising processes.
Managing investor relations for funds.
Facilitating deal flow for private equity.
Organizing donor outreach for non-profits.
Managing capital raising for real estate.
Improving outreach in private markets.
Collaborating on deal sourcing.

FAQs

How Is Finta free?

Finta offers a free tier to expand access to capital, covering premium feature costs through paid plans due to the expense of running large-language models.
What happens when I reach usage limits on the free plan?

You can still use your account; Finta will notify you of the overage and provide a grace period to upgrade to a plan that fits your needs.
What is a Finta deal?

A Finta deal involves secure, shareable links for your deal room and pitch deck, structured for investors. These deals are used throughout the platform to help the AI personalize its assistance.
How does the CRM work on autopilot?

Finta's investor tracking CRM automatically updates your investor contact stages as they interact with your deal room, providing real-time transparency into their commitment level.
How does Finta match investors to my deal?

Finta's AI uses your deal information to find the best investor matches from its internal database. You can add these matches to your CRM with a single click. Finta never communicates directly with investors on your behalf.