finta-reference-architecture

Finta Reference Architecture

Fundraising Tech Stack

┌──────────────────┐     ┌─────────────────┐
│  Finta CRM       │     │  Deal Room      │
│  (Pipeline Mgmt) │────▶│  (Doc Sharing)  │
└────────┬─────────┘     └─────────────────┘
         │
    ┌────┴────┐
    │         │
┌───▼───┐ ┌──▼────────┐
│ Gmail │ │ Calendar  │
│ Sync  │ │ Sync      │
└───────┘ └───────────┘
         │
    ┌────┴────────────┐
    │                 │
┌───▼───┐      ┌─────▼─────┐
│Stripe │      │ Mercury/  │
│(Pmts) │      │ Brex      │
└───────┘      │(Metrics)  │
               └───────────┘
         │
    ┌────▼──────┐
    │  Zapier   │
    │ (Events)  │
    └─────┬─────┘
          │
    ┌─────▼─────┐
    │  Slack /  │
    │  Sheets   │
    └───────────┘

Key Design Decisions

Decision	Choice	Rationale
CRM	Finta	Purpose-built for fundraising
Email tracking	Gmail/Outlook sync	Automatic, no manual logging
Documents	Finta Deal Rooms	View tracking built in
Payments	Stripe via Finta	Direct capital collection
Reporting	CSV export + Python	Flexible, custom analysis
Notifications	Zapier -> Slack	Real-time team updates

Resources

• Finta Website
• Finta for Fund Managers

Next Steps

This completes the Finta skill pack. Start with finta-install-auth.