These tools solve different parts of investor sourcing. The cleanest stack treats data discovery, research, relationship evidence, and execution as separate jobs.
The four layers
| Layer | Best at | Important limit |
|---|---|---|
| Investor database | Broad licensed company, fund, and market records | Coverage and rights depend on the provider |
| AI web research | Current public mandates, people, and evidence | Requires source review and deduplication |
| Relationship network | Showing how your team may know a prospect | A path is not consent or an introduction |
| Fundraising CRM | Ownership, pipeline, messages, meetings, and next actions | Quality depends on reviewed inputs |
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.
A practical setup
Use licensed databases when breadth matters. Use Aurora or another research agent when current public evidence matters. Move only qualified prospects into Finta, then use Networks to inspect access and CRM to run the process. That avoids turning every discovered name into pipeline noise.