Finta knowledge base
Workflows
Practical recipes for fundraising, investor relations, relationship intelligence, and capital operations with Finta.
Workflow library
Workflow
Convert Email Commitments into Tasks
A reviewed task list built from candidate email commitments, with source references, owners, due dates, and relationship context. Follow a source-linked workflow with explicit checks, human approval boundaries, and clear Finta handoffs.
Aurora · Tasks · CRM · Founders · Fund managers · Relationship-led teams
Workflow
Coordinate Mentor and Investor Introductions Across a Cohort
A permissioned introduction queue that matches founder needs to plausible mentors or investors without treating a visible connection as consent.
Networks · CRM · Aurora · Tasks · Accelerator teams · VC platform teams · Founder support teams
Workflow
Create a Weekly Fundraising Report
A concise weekly report that separates verified movement, decisions, risks, and next-week priorities from raw activity counts. Follow a source-linked workflow with explicit checks, human approval boundaries, and clear Finta handoffs.
Aurora · CRM · Documents · Startup founders · Fundraising teams · Boards and advisors
Workflow
Find Contacts Without Next Steps
A prioritized review queue of active relationships that lack an accountable next step, owner, or date. Follow a source-linked workflow with explicit checks, human approval boundaries, and clear Finta handoffs.
Aurora · CRM · Tasks · Founders · Fund managers · Relationship owners
Workflow
Find Meetings Without Follow-up
A reviewed candidate list of completed investor meetings that may still need a follow-up decision, draft, or assigned action. Follow a source-linked workflow with explicit checks, human approval boundaries, and clear Finta handoffs.
Aurora · CRM · Automations · Founders · Fund managers · Investor relations teams
Workflow
Follow Up After Career Fairs and Alumni Introductions
A reviewed follow-up queue that connects career-fair conversations and alumni introductions to responsible next steps without ranking students or bypassing institutional policy.
CRM · Networks · Aurora · Tasks · University career services · Alumni networks · Entrepreneurship programs · Student organizations
Workflow
Investor Follow-Up Workflow: Decide, Draft, Review, and Track
Choose the right follow-up from relationship evidence, prepare a message for review, and preserve the outcome and next action in Finta.
Aurora · CRM · Automations · Founders raising capital · Fund managers raising from LPs · Investor relations teams
Workflow
Investor Prospecting: Research, Qualify, and Add the Right Prospects
Source investor prospects through web research, connected data, external AI, or your own lists, then review and add selected records to Finta.
Aurora · CRM · Networks · Founders raising capital · Emerging fund managers · Investor relations teams
Workflow
Investor Update Workflow: Gather Evidence, Draft, Approve, and Send
Create an investor update from verified company, relationship, deal, and document evidence, then review recipients and claims before sending.
Aurora · CRM · Documents · Automations · Startup founders · Fund managers · Investor relations teams
Workflow
Maintain Owner and Referral Follow-Up Across CRE Deals
A reviewed owner and referral follow-up queue that preserves agency, exclusivity, confidentiality, relationship history, and deal-specific ownership.
CRM · Networks · Aurora · Tasks · Commercial real estate brokers · Tenant and landlord representation teams · CRE relationship managers
Workflow
Reactivate Dormant Investor Relationships
A small, prioritized set of dormant investors with a credible reason to re-engage and a reviewed, context-rich outreach draft. Follow a source-linked workflow with explicit checks, human approval boundaries, and clear Finta handoffs.
Aurora · CRM · Networks · Founders · Emerging fund managers · Investor relations teams
Workflow
Reactivate Lapsed Donor Relationships
A human-reviewed lapsed-donor queue that distinguishes eligible reconnection, continued stewardship, respectful pause, and suppression, with an unsent draft only where current evidence supports contact.
CRM · Aurora · Tasks · Automations · Nonprofit development teams · Annual giving teams · Major gift officers · Donor stewardship teams
Workflow
Relationship-Aware Meeting Preparation Workflow
Turn CRM, inbox, calendar, document, and meeting context into a short source-backed brief with decisions and open commitments.
Aurora · CRM · Documents · Founders · Fund managers · Bankers · Sales and partnership teams
Workflow
Research Prospective Donors and Foundations
A source-linked prospect brief that separates verified public facts, approved relationship context, open questions, and a human-owned next research or relationship action.
Aurora · CRM · Networks · Documents · Nonprofit development teams · Prospect researchers · Major gift officers · Foundation relations teams
Workflow
Review Co-Investor and Portfolio Follow-Up
A reviewed co-investor and portfolio follow-up queue that separates diligence, relationship, support, and investment decisions while preserving confidentiality and ownership.
CRM · Networks · Aurora · Documents · Tasks · Family office principals · Family office investment teams · Portfolio support teams
Workflow
Review Executive Search Client and Candidate Follow-Up
A reviewed client and candidate follow-up queue that preserves mandate context, confidentiality, ownership, and the next responsible action.
CRM · Aurora · Tasks · Documents · Executive search firms · Search partners · Candidate and client teams
Workflow
Review LP Fundraising Follow-Up
A reviewed LP follow-up queue that connects each open question, diligence request, commitment, and next action to its source and human owner.
CRM · Aurora · Networks · Documents · Tasks · Emerging fund managers · GP fundraising teams · Investor relations teams
Workflow
Review Your Fundraising Pipeline
A weekly decision-ready view of pipeline truth, blocked relationships, near-term priorities, and the few actions most likely to move the raise. Follow a source-linked workflow with explicit checks, human approval boundaries, and clear Finta handoffs.
CRM · Aurora · Today · Startup founders · Fund managers · Fundraising advisors
Workflow
Support Portfolio Company Fundraising
A governed portfolio-support workflow that turns fund relationships into a short list of relevant investors, reviewed introduction paths, and accountable follow-through. Follow a source-linked workflow with explicit checks, human approval boundaries, and clear Finta handoffs.
Networks · CRM · Aurora · Venture capital platform teams · General partners · Portfolio support teams
Workflow
Track Executive Commitments and Follow-Up
A reviewed executive action queue that separates real commitments from discussion, attaches each item to source context, and makes ownership and timing explicit.
Aurora · Today · CRM · Tasks · Executive assistants · Chiefs of staff · Founders and executives
Workflow
Turn Board Relationships into Donor Introduction Requests
A permission-first donor introduction queue that gives board members accurate context, an easy way to decline, and a clear close-the-loop process.
Networks · CRM · Aurora · Documents · Nonprofit development teams · Major-gifts teams · Board engagement leaders
Workflow
Turn Donor Meetings into Stewardship Follow-Up
A reviewed stewardship receipt containing confirmed answers and commitments, an unsent follow-up draft, and owned tasks written to the appropriate relationship, donor, and operating records.
Aurora · CRM · Tasks · Documents · Major gift officers · Nonprofit development teams · Executive directors · Foundation relations teams
Workflow
Turn Meeting Notes into CRM Updates
A reviewed CRM update with decisions, relationship context, commitments, and the next action attached to the right contact. Follow a source-linked workflow with explicit checks, human approval boundaries, and clear Finta handoffs.
Aurora · CRM · Founders · Fund managers · Investor relations teams
Workflow
Warm Introductions: Find a Path, Ask Permission, and Close the Loop
Turn a qualified investor prospect into a permissioned introduction request while keeping every human decision explicit.
Networks · CRM · Aurora · Founders · Fund managers · Sales leaders · Partnership teams