INVESTOR CRM

An investor CRM that keeps the relationship context.

Finta gives founders and fund managers four practical ways to source prospects: Aurora web research, compatible licensed-data APIs or MCPs, research from Codex, ChatGPT, or Claude using Finta MCP, and user-owned lists. Finta is not a proprietary marketwide investor database; it is where reviewed prospects become relationship work.

One durable record

Keep investor details, stage, ownership, notes, and next actions together so the team can work from shared context instead of parallel spreadsheets.

Source without confusing the systems

Aurora can find prospects on the web, compatible databases can supply licensed data, and outside AI clients can use Finta MCP to add selected records. Networks then checks relationship evidence; it is not the prospect database.

Relationship evidence

Use supported Networks workflows to inspect relationship evidence and find possible paths without treating every connection as equally strong or approved.

Prepared follow-through

Aurora can help prepare research, meeting context, and follow-up from authorized sources. Users remain responsible for reviewing consequential outreach.

This page describes currently supported Finta surfaces and boundaries. Product availability can change; confirm the current product, store, or documentation page before relying on a workflow.

Verify official Finta apps →