finta-hello-world
Set up your first fundraise pipeline in Finta with investors and deal stages. Use when starting a new fundraise, importing investor lists, or learning Finta's pipeline management features. Trigger with phrases like "finta hello world", "finta first pipeline", "start fundraise in finta", "finta quick start".
Best use case
finta-hello-world is best used when you need a repeatable AI agent workflow instead of a one-off prompt.
Set up your first fundraise pipeline in Finta with investors and deal stages. Use when starting a new fundraise, importing investor lists, or learning Finta's pipeline management features. Trigger with phrases like "finta hello world", "finta first pipeline", "start fundraise in finta", "finta quick start".
Teams using finta-hello-world 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-hello-world/SKILL.mdinside your project - Restart your AI agent — it will auto-discover the skill
How finta-hello-world Compares
| Feature / Agent | finta-hello-world | 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?
Set up your first fundraise pipeline in Finta with investors and deal stages. Use when starting a new fundraise, importing investor lists, or learning Finta's pipeline management features. Trigger with phrases like "finta hello world", "finta first pipeline", "start fundraise in finta", "finta quick start".
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 Hello World ## Overview Create your first fundraise pipeline in Finta: add target investors, configure deal stages, and use Aurora AI for investor prospecting. ## Prerequisites - Completed `finta-install-auth` setup - Basic company information entered ## Instructions ### Step 1: Create a New Fundraise 1. Click **New Fundraise** in the dashboard 2. Enter details: round name, target amount, equity type (SAFE, Priced, Convertible Note) 3. Set timeline and target close date ### Step 2: Add Target Investors **Manual Entry:** - Click **Add Investor** in pipeline view - Enter: investor name, firm, email, check size range, thesis tags **CSV Import:** ```csv Name,Firm,Email,Check Size,Stage,Notes Jane Smith,Sequoia Capital,jane@sequoia.com,"$500K-$2M",Researching,Met at TechCrunch Bob Jones,a16z,bob@a16z.com,"$1M-$5M",Reaching Out,Intro from advisor ``` **Aurora AI Prospecting:** 1. Go to **Investors** > **Discover** 2. Aurora ranks investors by thesis fit, check size match, and warm intro availability 3. Add promising matches to your pipeline with one click ### Step 3: Track Pipeline Progress Finta automatically moves investors through stages based on: - **Email replies**: Investor responds --> auto-advance to next stage - **Calendar meetings**: Meeting scheduled --> advance to Intro Meeting - **Manual updates**: Drag-and-drop in pipeline Kanban view ### Step 4: Set Up Deal Room 1. Navigate to **Deal Rooms** > **Create Deal Room** 2. Upload fundraising materials: pitch deck, financials, cap table 3. Generate shareable link with view tracking 4. Monitor who viewed what and for how long ### Step 5: Send Investor Update 1. Go to **Updates** > **New Update** 2. Select metrics to include: MRR, ARR, burn rate, runway 3. Finta auto-populates from connected financial data 4. Send to all investors or select groups ## Output - Active fundraise pipeline with investors in stages - Deal room with shared materials and analytics - Email/calendar sync tracking communications automatically ## Error Handling | Issue | Cause | Solution | |-------|-------|----------| | Investors not advancing | Auto-rules disabled | Check Settings > Automation | | Deal room link broken | Expired share | Regenerate link | | Metrics not populating | No financial integration | Connect Stripe/Mercury/Brex | | Aurora suggestions irrelevant | Insufficient company data | Complete company profile | ## Resources - [Finta for Founders](https://www.trustfinta.com/founders) - [Finta for Fund Managers](https://www.trustfinta.com/blog/finta-for-fund-managers-venture-capital-crm) ## Next Steps Proceed to `finta-local-dev-loop` for workflow automation setup.
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