From finta-pack
Sets up first fundraise pipeline in Finta: adds investors via manual/CSV/Aurora AI, configures deal stages, creates deal rooms, sends updates. For new fundraises or Finta onboarding.
How this skill is triggered — by the user, by Claude, or both
Slash command
/finta-pack:finta-hello-worldThis skill is limited to the following tools:
The summary Claude sees in its skill listing — used to decide when to auto-load this skill
Create your first fundraise pipeline in Finta: add target investors, configure deal stages, and use Aurora AI for investor prospecting.
Create your first fundraise pipeline in Finta: add target investors, configure deal stages, and use Aurora AI for investor prospecting.
finta-install-auth setupManual Entry:
CSV Import:
Name,Firm,Email,Check Size,Stage,Notes
Jane Smith,Sequoia Capital,[email protected],"$500K-$2M",Researching,Met at TechCrunch
Bob Jones,a16z,[email protected],"$1M-$5M",Reaching Out,Intro from advisor
Aurora AI Prospecting:
Finta automatically moves investors through stages based on:
| 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 |
Proceed to finta-local-dev-loop for workflow automation setup.
npx claudepluginhub jeremylongshore/claude-code-plugins-plus-skills --plugin finta-packManages fundraise pipeline end-to-end with Finta: prospect investors via Aurora AI, automate outreach/meetings, setup deal/data rooms, track due diligence, collect commitments via Stripe.
Generates investor-grade operational infrastructure for a capital raise: data room structure, LP onboarding, capital call notices, investor tracking, waterfall explainer, and crisis communication framework.
Structures a capital raise by determining amount, investor type, terms, and stage to minimize dilution and secure sufficient runway.