Finta Space
Fundraise OS
Install the Fundraise OS Space and turn Finta into your fundraising command center.
Academy content, the Elite execution checklist, an investor pipeline, warm intro workflows, Aurora skills, templates, automations, and daily fundraising recommendations — installed into one account.
189 items installed into your workspace · Undo anytime
Why install it
What Fundraise OS does for you
- A 13-stage investor pipeline built for how rounds actually move — from target to warm intro to close.
- The 7-phase execution checklist that turns fundraising advice into an operating cadence.
- 16 Aurora skills that encode real fundraising process: list building, intro mapping, meeting prep, diligence.
- 13 investor email templates and proactive automations that keep the raise from going stale.
- A structured data room and document library ready for investor scrutiny.
What gets added
Everything this Space installs
189 items across 8 surfaces — expand each one to see exactly what lands in your workspace.
Pipeline stages13
- Target
- Warm Intro Path Found
- Intro Requested
- Contacted
- Meeting Scheduled
- First Meeting
- Follow-Up / Partner Meeting
- Diligence
- Soft Commit
- Committed
- Closed
- Passed
- Nurture
Custom fields15
- Investor Type
- Stage Focus
- Sector Focus
- Geography
- Typical Check Size
- Lead / Follow
- Fit Score
- Fit Rationale
- Warm Intro Path
- Introducer
- Relationship Strength
- Next Step Due
- Objections
- Committed Amount
- Pass Reason
Email templates13
- Fundraise OS — Warm Intro Request
- Fundraise OS — Forwardable Intro Blurb
- Fundraise OS — First Investor Outreach
- Fundraise OS — Follow-Up 1
- Fundraise OS — Follow-Up 2
- Fundraise OS — Superconnector Catch-Up
- Fundraise OS — Monthly Investor Update
- Fundraise OS — Meeting Recap
- Fundraise OS — Diligence Materials Sent
- Fundraise OS — Objection Response
- Fundraise OS — Pass Response
- Fundraise OS — Soft Commit Next Step
- Fundraise OS — Closing Logistics
Automations8
- Fundraise OS — Daily Fundraising Briefing
- Fundraise OS — Weekly Fundraising Review
- Fundraise OS — Monthly Investor Update Draft
- Fundraise OS — Outreach Batch Reminder
- Fundraise OS — Stale Investor Follow-Up
- Fundraise OS — Data Room Viewed Follow-Up
- Fundraise OS — Investor Reply Follow-Up
- Fundraise OS — Post-Meeting Follow-Up
Signal rules4
- email replied
- deal room view
- stage stale
- no recent contact
Document folders11
- 00 Start Here
- 01 Academy Videos & Recordings
- 02 Academy Slides
- 03 Workbooks & Assignments
- 04 Templates
- 05 Pitch & Narrative
- 06 Deal Room / Data Room
- 07 Investor Research
- 08 Outreach
- 09 Meetings & Diligence
- 10 Archive
Aurora skills16
- Fundraising Assessment
- Draft Your Deal
- Story Arc Builder
- Pitch Deck Review
- Financial Needs Planner
- Data Room Organizer
- Investor Persona Builder
- Target Investor List Builder
- Warm Intro Mapper
- Warm Intro Request Writer
- Outreach Script Writer
- Monthly Investor Update Writer
- Investor Meeting Prep
- Objection Tracker
- Weekly Fundraising Review
- Close First Investor
Fundraise OS109
- Phase 0 - Orientation & Fundraising Assessment
- Phase 1 - Prepare the Deal
- Phase 2 - Build the Deal Room
- Phase 3 - Craft the Pitch
- Phase 4 - Prospect Investors
- Phase 5 - Run Outreach
- Phase 6 - Manage Diligence & Close Momentum
First run
When you install, Aurora will ask:
- 01What is your company website?optional
- 02What are you raising?
- 03What stage is this round?optional
- 04When do you want the round closed?optional
- 05Which fundraising materials do you already have?optional
- 06Where are you in the raise?optional
- 07Do you already have an investor target list?optional
- 08How do you want to prioritize outreach?optional
- 09Who are your strongest potential introducers?optional
- 10What are the top three investor objections you expect?optional
- 11How do you want to run Fundraise OS?optional
Your answers personalize the pipeline, templates, and Aurora skills before anything is created.
How it works
Installed in minutes
Create your account
Sign up (or log in) — your Space install is remembered and picks up right where you left off.
Answer setup questions
Aurora asks a few quick questions so the Space is tailored to you from the first minute.
Workspace provisioned
Your pipeline, Aurora skills, templates, automations, and documents are installed and ready to use.
Start with Fundraise OS already set up.
Academy content, the Elite execution checklist, an investor pipeline, warm intro workflows, Aurora skills, templates, automations, and daily fundraising recommendations — installed into one account.
Free to start · Answer a few setup questions · Undo the install anytime