Finta

What is Finta?

Finta is an innovative platform that revolutionizes the fundraising process through powerful AI technologies. Trusted by over 8,000 top-tier companies, funds, and partners, Finta serves as a comprehensive investor intelligence tool designed to optimize fundraising potential, streamline workflows, and enhance investor relations. It integrates proven strategies from successful entrepreneurs and offers a suite of features, including personalized outreach and real-time insights.

Main Features of Finta

1. AI-Powered Investor CRM: Customize your outreach with AI-generated email scripts, automatic contact enrichment, and seamless email integration to enhance communication at every funnel stage.

2. Aurora: This AI-driven agent effortlessly guides users through fundraising workflows, consolidating essential tools and resources in one location.

3. Smart Due Diligence Links: Share pitch decks, deal rooms, and important documents efficiently to maintain transparency and facilitate collaboration with investors.

4. Prospecting and Networking: Access a targeted database that identifies and recommends top investors suited to your specific needs and unlock warm introductions through your existing connections.

5. Real-Time Tracking and Collaboration: Track funding progress, manage investor relationships, and share deal rooms efficiently with your team, shareholders, and advisors.

How to Use Finta

Users can onboard easily by signing up for a free account, gaining access to a basic CRM with essential functionalities. Upgrading to the Pro plan unlocks unlimited deals, personalized AI assistance, and expanded contact management options. The Finta platform empowers users to leverage fundraising strategies while providing real-time insights to enhance their approach.

Pricing

• Free Plan: $0/month for initial setup, 1 deal, and 25 CRM contacts.

• Pro Plan: $99/month (billed annually) for unlimited deals, 1,000 CRM contacts, investor recommendations, and extended features.

• Enterprise Plan: Custom solutions available for organizations seeking maximum efficiency and tailored support.

Helpful Tips

• Take advantage of the free plan to familiarize yourself with Finta’s features before committing to a paid subscription.
• Utilize Aurora for streamlined workflows, keeping track of tasks and investor communications.
• Engage with the Finta Academy to gain insights and strategies from industry experts to boost your fundraising efforts.

Frequently Asked Questions

Can I manage multiple fundraising deals with Finta?

Yes, depending on the plan you choose, Finta allows you to manage multiple deals efficiently. The Pro plan offers unlimited deals, enabling robust management of your fundraising activities.

How does Finta ensure my data privacy?

Finta prioritizes user privacy and employs strict data protection protocols. User data is secured and not used for any training purposes without consent.

What support resources does Finta offer?

Finta provides a robust Help Center, community resources, and access to Finta Academy for tactical guidance on fundraising best practices.

How can I cancel my subscription?

Users can cancel their subscription at any time through their account settings, and all associated data can be deleted upon request.

Is there a mobile app for Finta?

Yes! The Finta app is available for both iOS and iPad OS, bringing the full power of the platform to your mobile device for on-the-go fundraising management.