Finta knowledge base
Workflows
Practical recipes for fundraising, investor relations, relationship intelligence, and capital operations with Finta.
Workflow library
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 Workflow: From Market to the Right Next Investor
Build a focused investor shortlist by combining fit, CRM history, relationship access, timing, and an accountable next action.
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
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
Warm Introduction Workflow: Find, Verify, and Request the Right Path
Evaluate relationship paths, secure the relationship owner's consent, prepare a forwardable note, and preserve the outcome in Finta.
Networks · CRM · Aurora · Founders · Fund managers · Sales leaders · Partnership teams