Short answer: Dynamo is a broad alternative-investment platform spanning CRM, diligence, portfolio operations, accounting, and reporting. Finta is the relationship and workflow layer for teams focused on sourcing the right people and moving capital conversations forward.
How investor sourcing works in Finta
- Aurora web research: find plausible prospects from current public sources and keep evidence available for review.
- Licensed market data: connect a compatible database through a supported API or MCP when your organization has access.
- External AI plus Finta MCP: research in Codex, ChatGPT, Claude, or another compatible client, then search, deduplicate, and add selected records to Finta CRM.
- Your own lists: import or create records from spreadsheets and trusted referrals.
Finta does not maintain a proprietary, marketwide investor database like PitchBook or Crunchbase. Networks checks relationship evidence and possible warm paths after a prospect is identified. A connection is not permission or a guaranteed introduction.
From prospect to next action
Review mandate, stage, geography, source date, duplicates, and exclusions before adding a prospect. Then assign an owner, record relationship context, prepare outreach or an introduction request, and keep the next action visible in Finta CRM.
Human-review boundaries
- Verify public research and licensed data before relying on it.
- Do not treat a relationship path as consent.
- A person approves outreach and consequential CRM changes.
- Provider access, coverage, and permissions vary.
Choose based on the operating problem
Choose Dynamo when you need a mature front-to-back alternatives system. Choose Finta when research, relationships, inbox and meeting context, warm paths, and reviewed next actions are the operational center. Finta can sit alongside licensed market-data and portfolio systems; it does not replace fund accounting, NAV calculations, or performance attribution.