finta-core-workflow-b
Manage ongoing investor relations and updates with Finta. Use when sending investor updates, tracking cap table changes, or maintaining LP relationships post-close. Trigger with phrases like "finta investor updates", "finta LP management", "finta post-close", "finta investor relations".
Best use case
finta-core-workflow-b is best used when you need a repeatable AI agent workflow instead of a one-off prompt.
Manage ongoing investor relations and updates with Finta. Use when sending investor updates, tracking cap table changes, or maintaining LP relationships post-close. Trigger with phrases like "finta investor updates", "finta LP management", "finta post-close", "finta investor relations".
Teams using finta-core-workflow-b should expect a more consistent output, faster repeated execution, less prompt rewriting.
When to use this skill
- You want a reusable workflow that can be run more than once with consistent structure.
When not to use this skill
- You only need a quick one-off answer and do not need a reusable workflow.
- You cannot install or maintain the underlying files, dependencies, or repository context.
Installation
Claude Code / Cursor / Codex
Manual Installation
- Download SKILL.md from GitHub
- Place it in
.claude/skills/finta-core-workflow-b/SKILL.mdinside your project - Restart your AI agent — it will auto-discover the skill
How finta-core-workflow-b Compares
| Feature / Agent | finta-core-workflow-b | Standard Approach |
|---|---|---|
| Platform Support | Not specified | Limited / Varies |
| Context Awareness | High | Baseline |
| Installation Complexity | Unknown | N/A |
Frequently Asked Questions
What does this skill do?
Manage ongoing investor relations and updates with Finta. Use when sending investor updates, tracking cap table changes, or maintaining LP relationships post-close. Trigger with phrases like "finta investor updates", "finta LP management", "finta post-close", "finta investor relations".
Where can I find the source code?
You can find the source code on GitHub using the link provided at the top of the page.
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SKILL.md Source
# Finta Core Workflow: Investor Relations ## Overview Post-fundraise investor management: send periodic updates, share metrics, manage cap table, and maintain relationships for future rounds. ## Instructions ### Investor Updates 1. Go to **Updates** > **New Update** 2. Select template (monthly, quarterly, or custom) 3. Finta auto-populates metrics from connected financial tools: - MRR/ARR from Stripe - Cash and burn rate from Mercury/Brex - Runway calculation 4. Add qualitative updates (milestones, challenges, asks) 5. Send to all investors or select groups ### Update Template ``` Subject: [Company] Monthly Update - March 2026 Key Metrics: - MRR: $X (up Y% MoM) - ARR: $X - Burn Rate: $X/month - Runway: X months - Headcount: X Highlights: - [Achievement 1] - [Achievement 2] Challenges: - [Challenge and plan to address] Asks: - Introductions to [specific companies/people] - Feedback on [specific topic] ``` ### Warm Introduction Network Finta's network feature identifies 2nd-degree connections: 1. Go to **Network** > **Find Introductions** 2. Select target investor 3. Finta shows mutual connections from your team, advisors, and existing investors 4. Request introduction through the platform ### Cap Table Tracking - Import cap table from Carta, Pulley, or CSV - Track ownership percentages after each round - Model dilution for future rounds - Export for legal and compliance ## Resources - [Finta for Fund Managers](https://www.trustfinta.com/blog/finta-for-fund-managers-venture-capital-crm) ## Next Steps For troubleshooting, see `finta-common-errors`.
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