Turn relationships into your next deal.

Find your strongest path to the people who matter. Finta maps who knows who across more than 622,538 relationships, so Aurora and your agents can help turn connections into deals.

Connect your inbox.
Unlock your network.

Finta maps the relationships in your inbox and calendar, so you can see who knows who and find a warm way in.

  • Gmail
  • Outlook
  • Calendar

Meet your AI team.

Pick your deal.

Pitch deckClose your round.

Opens in a new tab

Build your deal.

Turn your documents into a pitch that lands, with your deck, supporting materials, and brief organized in one place.

Explore Finta Docs
Deal BuilderAtlas · Ready

Atlas, build Northstar’s investor brief.

Story, traction, and the raise. Your brief is drafted.

Your investor brief
Pitch deck
Financials
Notes
Company story
Traction
The raise
Ready to share
Atlas, a bright green geometric character wearing black glasses
Atlas

Know who. Know how.

See who knows your target, how strong the relationship is, and who to ask for an introduction.

Explore Finta Networks
NetworkerNova · Ready

Nova, find a warm path to Meridian.

Maya has a strong relationship with Daniel at Meridian. Start with her.

Your path to Meridian
  1. YouYour network
  2. Maya ChenYour mutual connection
  3. Daniel KimInvestor
Why Maya?Strong relationship
23 exchanges3 meetings
Recent contact with DanielSample evidence
Ask Maya for an introFor review
Nova, a golden star character
Nova

Keep it moving.

Keep every relationship, conversation, and next step in your CRM, with follow-ups informed by real engagement.

Explore Finta CRM
Pipeline ManagerPoppy · Ready

Poppy, keep Daniel’s deal moving.

Daniel viewed the deck twice. Follow-up drafted.

CRM pipeline
  1. In contact
  2. Viewed
  3. Interested
  4. Closed
Daniel KimMeridian
Viewed
Follow-upDraft ready

Hi Daniel, happy to walk you through the deck this week.

Poppy, a coral character wearing black headphones
Poppy

Bring it home.

Share your pitch and supporting documents in a deal room, see who engages, and keep the next conversation moving.

Explore Finta Deal Rooms
CloserTempo · Ready

Tempo, here’s the share link!

Deck, financials, FAQ. Ready for a commitment.

Northstar × MeridianYour investor room
Invest
Deck
Financials
FAQ
  1. Link shared
  2. Daniel Kim viewed Deck
  3. Commitment received
Tempo, an iridescent purple and blue character wearing a bow tie
Tempo

Build your own.

Name the job. It works out the rest.
Your agent creates its own instructions and automations to help you.

Build your agent
Or try a name
Your agentExample setup
Blue square with a crown

Relationship manager

Make it yours.

Instructions

From the name

Keep my important relationships warm. Find people I haven’t spoken to recently and draft thoughtful ways to reconnect.

Automation

Find opportunities to reconnect

Every Friday morning

Set up for you. Refine it anytime.

Led by Aurora

Talk to Aurora.
Your team gets to work.

Your chief of staff brings the right agents together, coordinates the work, and keeps you up to speed.

You set the goal

“Aurora, get me ready for Meridian tomorrow.”

Sent to Aurora
AuroraYour chief of staff
  • AtlasDeal Builder
  • TempoCloser
  • NovaNetworker
  • PoppyPipeline Manager

One team. Shared context.

One shared conversation

Example
  1. AuroraYour chief of staff

    Atlas, update the brief. Nova, find our warmest introduction.

    Atlas is on it Nova is on it
  2. Atlas TempoBrief handoff

    Updated brief ready.

    Meridian briefReady for the room
  3. Nova PoppyWarm introduction

    Maya can introduce us to Daniel.

    MCMaya ChenYour warm path to MeridianPoppy Intro drafted for your review.
  4. Tempo AuroraRoom ready

    The brief is in. Your room is ready.

    finta.ai/s/meridian

Your update from Aurora

Your brief and room are ready. Maya is your way in. Outreach is drafted for your review.

  • Brief + room
  • Warm introduction
  • Draft for review

Customer stories

Real teams. Real results.

In their own words. Meet the people moving deals forward with Finta.

Trent WarnkeChief Strategy Officer · Flamingo Electric
“Finta's built-in AI tools alleviate the stress, time and work of busy startup executives.”
Read the story
David GonzalezCEO · Arbol
“Finta made it easy to run a tight fundraising process. Bringing clarity to where investors are in the funnel, tracking objections and making outreach easy with email templates.”
Read the story
Amantha BagdonFounder & CEO · RxPost
“Finta changed my entire approach to fundraising to something that looked more like a sales pipeline.”
Read the story
Seth TerryCEO · New Day Hydrogen
“Finta filled a vital function for us. We had more than 100 ongoing conversations with VCs, and the process had become unwieldy to track with a spreadsheet.”
Read the story
Alex De MarcoCEO · MoneyStack
“Finta helped us track 100+ investor relationships in our pre-seed round and was essential for managing conversations.”
Read the story

Your AI team. Ready to work.

Connect your inbox. Your agents get to work.