Finta

Use Case 1: Streamlining Startup Fundraising

Problem: Founders often waste hundreds of hours manually managing investor spreadsheets and drafting repetitive outreach emails.
Solution: Finta provides an end-to-end automated CRM that uses AI to personalize email scripts and track every stage of the fundraising funnel.
Example: A tech founder uses the platform to organize 100+ VC conversations and uses Aurora AI to generate personalized follow-ups that close the round faster.

Use Case 2: Secure Due Diligence Management

Problem: Sharing sensitive financial documents and pitch decks via fragmented email threads is insecure and difficult to track.
Solution: Finta offers secure, shareable deal rooms and data rooms accessible via a single smart link for all due diligence materials.
Example: A startup sends one secure link to a lead investor containing their pitch deck, cap table, and legal closing documents.

Use Case 3: Scaling Warm Introductions

Problem: Cold outreach to investors often has low success rates, and identifying mutual connections is manual and tedious.
Solution: The platform's 'Warm Intro Engine' scans trusted networks to reveal 2nd-degree connections through teammates and advisors.
Example: A non-profit leader invites their board members to Finta to instantly see which members have direct paths to potential high-value donors.

Use Case 4: On-the-Go Deal Tracking

Problem: Fundraising doesn't stop at the desk, but managing investor data on mobile is usually clunky.
Solution: Finta’s mobile app allows users to save prospects, share decks, and track the pipeline in real-time from anywhere.
Example: An entrepreneur meets a potential investor at a conference and immediately adds them to the CRM and shares their deal room via the iOS app.