# Finta Skill Pack

> 18 production-grade Claude Code skills for startup fundraising with Finta CRM

## What Is Finta?

[Finta](https://www.trustfinta.com) is an AI-powered fundraising CRM built for startup founders and fund managers. The platform provides:

- **Pipeline CRM** with automated stage advancement based on email replies and calendar events
- **Aurora AI** for investor prospecting -- ranks investors by thesis fit and warm intro availability
- **Deal Rooms** with shareable links, view tracking, and version control
- **Data Rooms** for secure due diligence document sharing
- **Payment Collection** via Stripe and ACH integration for collecting committed capital
- **Investor Updates** with auto-populated metrics from Stripe, Mercury, and Brex
- **Warm Introduction Network** identifying 2nd-degree connections to target investors

Finta is a web-based platform at trustfinta.com with email/calendar sync, Zapier integration, and CSV import/export. This skill pack provides fundraising workflow patterns and automation strategies for every stage of the fundraise process.

## Installation

```bash
/plugin install finta-pack@claude-code-plugins-plus
```

## Skills Included

### Getting Started (S01-S04)

| Skill | Description |
|-------|-------------|
| `finta-install-auth` | Account setup, email/calendar sync, financial integrations |
| `finta-hello-world` | Create first pipeline, import investors, set up deal room |
| `finta-local-dev-loop` | CSV export analysis, pipeline reporting, conversion tracking |
| `finta-sdk-patterns` | CSV pipeline tracker, Gmail integration, Zapier patterns |

### Core Workflows (S05-S08)

| Skill | Description |
|-------|-------------|
| `finta-core-workflow-a` | End-to-end fundraise: prospect, outreach, deal room, close |
| `finta-core-workflow-b` | Investor relations: updates, warm intros, cap table tracking |
| `finta-common-errors` | Email sync issues, deal room problems, import failures |
| `finta-debug-bundle` | Collect browser diagnostics for support |

### Operations (S09-S12)

| Skill | Description |
|-------|-------------|
| `finta-rate-limits` | Plan tier limits and feature availability |
| `finta-security-basics` | Deal room permissions, data privacy, access control |
| `finta-prod-checklist` | Fundraise launch checklist from setup to close |
| `finta-upgrade-migration` | Plan upgrades, CRM migration from other tools |

### Pro Skills (P13-P18)

| Skill | Description |
|-------|-------------|
| `finta-ci-integration` | Automated pipeline reporting scripts |
| `finta-deploy-integration` | Google Sheets dashboards, Slack notifications |
| `finta-webhooks-events` | Zapier automation, follow-up reminders, pipeline events |
| `finta-performance-tuning` | Pipeline efficiency tips, conversion rate optimization |
| `finta-cost-tuning` | Free vs Pro plan selection guidance |
| `finta-reference-architecture` | Fundraising tech stack architecture |

## Quick Start

### 1. Install the Pack

```bash
/plugin install finta-pack@claude-code-plugins-plus
```

### 2. Create Your Finta Account

Sign up at [trustfinta.com](https://www.trustfinta.com) and complete the onboarding wizard with your company details and fundraise parameters.

### 3. Connect Email and Calendar

Go to **Settings** > **Integrations** and connect Gmail/Outlook for automatic investor communication tracking.

### 4. Build Your Pipeline

Import your investor list via CSV or use Aurora AI to discover relevant investors. Follow `finta-core-workflow-a` for the complete fundraise playbook.

## Key Finta Links

- [Finta Website](https://www.trustfinta.com) -- sign up and dashboard
- [Finta Blog](https://www.trustfinta.com/blog) -- fundraising guides and tips
- Finta for Founders -- founder-focused features
- [Finta for Fund Managers](https://www.trustfinta.com/blog/finta-for-fund-managers-venture-capital-crm) -- LP pipeline management
- [Finta Pricing](https://www.trustfinta.com/pricing) -- free and pro plans
- [Finta Changelog](https://www.trustfinta.com/change-log) -- product updates

## License

MIT
