Start your raise with a working system, not a blank CRM.
Fundraise OS preloads Finta with the investor pipeline, warm-intro templates, shareable pages, documents, automations, and Aurora skills you need to organize your raise and move the right relationships forward.
Built for founders, advisors, and capital partners running relationship-driven fundraising workflows.
Start Fundraise OS
Space · 8 modules · 24 templates
Trusted by founders and capital partners running relationship-driven raises.
capital tracked through Finta-powered workflows
investor relationships mapped
fundraising workflows launched
Finta Fundraising Academy rating
“We went from a messy spreadsheet and a cold inbox to a real pipeline in an afternoon. Aurora kept every follow-up from slipping.”
Fundraising breaks when the process lives everywhere.
Most founders don't have a “not enough investors” problem. They have a focus problem, a follow-up problem, and an investor-fit problem.
Your investor list is not a strategy.
A spreadsheet can hold names, but it won't tell you who fits, who knows whom, who needs follow-up, or what to do next.
Warm intros get lost in memory.
The strongest paths sit inside your inbox, calendar, advisors, and existing investors — but they're never connected to your workflow.
Follow-up depends on discipline.
After every call, reply, intro, and deck view, the next step has to be remembered manually. That's how good conversations go cold.
Today your raise runs across
6 disconnected toolsSpreadsheets
for investor lists
Inbox threads
for follow-up
Cloud folders
for diligence
Notion docs
for notes
Calendar memory
for next steps
Founder instinct
for prioritization
Now one workspace — organized by Aurora inside Fundraise OS.
Closing a round is a numbers game.
It takes around 83 investor meetings to close a seed round — which means running a pipeline of roughly 200 prospects without letting one slip.
“Forum portfolio data shows that on average companies are taking 83 meetings with different investors to close their round.”
Jonah Midanik
Partner · Forum Ventures
The fundraising funnel
That's a lot to run by hand. Fundraise OS gives you the pipeline to manage all ~200 prospects — so the right conversations keep moving and none go cold.
Set up your Space. Add your context. Let Aurora organize the next move.
Add your raise context
Tell Finta what you're raising, your stage, your sector, and the investors you want to reach. Add your website, deck, investor list, inbox, calendar, or network when available.
Fundraise OS builds the workspace
Finta sets up the fundraising pipeline, task lists, shareable pages, document folders, email templates, automations, and Aurora skills for your raise.
Aurora turns context into action
Aurora helps rank investors, identify warm paths, draft outreach, prepare meetings, and recommend what to do next — with you in control.
pitch-deck.pdf
0%Waiting for your deck…
Building your ICP…
Sector · StageFinding matching investors…
+24 leadsAdding them to your CRM…
PipelineDrafting intro emails…
6 draftsMapping warm intro paths…
9 pathsAnswer a few setup questions and start from a prebuilt fundraising workspace.
Everything your raise needs, ready as one Space.
Today, every step of your raise lives in a different tool.
Leads
Intros
Your Deal
Pipeline
Docs
Investor pipeline
Track investors from unreviewed to ranked fit, warm path, intro requested, meeting, diligence, soft commit, committed, passed, or nurture.
Investor-fit workflow
Use your company, round, stage, sector, and target criteria to help prioritize which investors are worth your time.
Warm intro system
Map trusted paths through advisors, existing investors, operators, founders, and your broader relationship graph.
Shareable Fundraise Page
Package the right context, documents, updates, FAQs, and next steps into a private page you can share and track.
Documents & playbooks
Organize decks, memos, financials, data room materials, investor updates, outreach scripts, and diligence answers.
Aurora skills & automations
Reusable workflows for investor research, outreach drafting, meeting prep, post-meeting follow-up, stale-investor nudges, weekly pipeline review, and data room readiness.
Use it to
Built for relationship-driven fundraising.
Three ways teams run their capital process on Finta.
What founders get
Run your whole round in one Space.
What GPs get
Run your fund raise like a pipeline.
What operators get
One repeatable workflow, every client.
Warm intros win rounds.
Your network is your single biggest fundraising advantage — but only if you can see it. Most warm paths stay invisible, scattered across inboxes, advisors, and existing investors.
Finta Networks
Maps every warm path to every investor — who can introduce you, and how strong the connection is — so you spend your time on the intros most likely to close.
Your first useful output should happen in minutes.
Fundraise OS is designed to create momentum in the first session: a clear pipeline, a first investor-fit briefing, and recommended next actions.
Set up your Space
Select Fundraise OS and answer a few setup questions about your company, round, stage, and target investor profile.
Add context
Upload a deck or add your website. Connect inbox, calendar, contacts, or an investor list when you're ready.
Review your Fundraise OS
Your pipeline, tasks, folders, page templates, email templates, automations, and Aurora skills are installed.
Get your first investor-fit briefing
Aurora summarizes your raise, recommends what information is missing, and helps identify who to prioritize first.
Take action
Review investor matches, draft outreach, request an intro, prepare a meeting, or share your Fundraise Page.
If Fundraise OS helps you recover one missed follow-up, identify one stronger warm path, book one qualified investor meeting, or move one serious opportunity forward — the Space pays for itself.
Aurora helps. You stay in control.
Start with Fundraise OS inside Finta.
Start Fundraise OS when you join Finta and begin with the fundraising workspace already set up — the templates, workflows, pages, documents, automations, and Aurora skills to run a more focused raise.
Questions, answered
A Space is a prebuilt workflow inside Finta. It sets up the templates, context, automations, documents, pages, tasks, and Aurora skills for a specific job.
A fundraising pipeline, investor workflow, task lists, document folders, shareable page templates, email templates, automations, and Aurora skills designed around raising capital.
No. You can start with your website or company description. A deck helps Aurora provide better investor-fit, outreach, and meeting-prep recommendations.
No. Aurora can help draft and recommend communication, but you review and approve sensitive outreach before sending.
Yes. Fundraise OS supports existing lists, CRM exports, spreadsheets, and manually added investors.
No. Finta helps organize and operate the fundraising workflow. Outcomes depend on the company, market, traction, investor fit, timing, and execution.
Yes. Fundraise OS can become a repeatable workflow for advisors, accelerators, universities, and venture studios supporting multiple companies.
Stop starting your raise from a blank spreadsheet.
Start Fundraise OS and give Aurora the context, templates, workflows, and structure to help you know who matters, what matters, and what to do next.
Start with the fundraising system already set up.