Direct answer: A governed portfolio-support workflow that turns fund relationships into a short list of relevant investors, reviewed introduction paths, and accountable follow-through.
Execution mode and verification status
Permissioned support recipe. Finta may help organize company criteria and user-provided relationship evidence, but the company, relationship owner, and prospective introducer each control disclosure and outreach. There is no continuous LinkedIn sync.
The outcome this workflow produces
A governed portfolio-support workflow that turns fund relationships into a short list of relevant investors, reviewed introduction paths, and accountable follow-through.
| Input | What to verify | Output |
|---|---|---|
| Company brief | Stage, round, traction, and target | Investor-fit criteria |
| Fund network | Relationship owner and recency | Candidate warm paths |
| Introduction request | Consent and positioning | Approved outreach |
Run the workflow
- Capture the company's current round, thesis, traction, target investor profile, timing, and exclusions.
- Search the fund's relationship network for investors who match the actual mandate.
- Evaluate path strength, relationship owner, recency, conflicts, and introduction appropriateness.
- Share a small candidate set with the company and agree on priorities and messaging.
- Request introductions one at a time, track responses, and close the loop with both sides.
Worked example
Example: a portfolio company seeking a Seed lead shares its round, geography, traction, exclusions, and target profile. The fund identifies three mandate-aligned investors and two plausible relationship owners. One path is removed for a conflict; the company approves the remaining positioning; each owner decides whether to request an introduction.
Expected review receipt
- The company brief and investor-fit rubric are approved
- Conflict and confidentiality checks are recorded
- The relationship owner grants permission
- A forwardable introduction is company-approved
- Both sides receive a close-the-loop update
Decision checklist
- Investor mandate and stage fit are current
- The relationship owner approves the request
- The company approves positioning and materials
- Conflicts and confidentiality are reviewed
- Every introduction receives a respectful close-the-loop update
Where Finta helps
In a supported, permissioned setup, Finta can organize the relevant CRM record, relationship history, user-provided or connected-source evidence, and next-action workspace for the same review. Aurora can prepare a recommendation or draft; a person remains responsible for checking the evidence and approving consequential changes or communication.
Human approval boundary
The portfolio company, relationship owner, and prospective introducer each retain control over positioning, disclosure, and whether an introduction is requested or made.
Failure states and safe stops
- A visible connection is treated as permission
- The investor mandate is stale
- A conflict or confidential relationship is exposed
- The company and relationship owner disagree on positioning
Limitations
- A visible connection is not permission to request an introduction.
- Portfolio support should not expose another company's confidential fundraising context.
- Warm access cannot substitute for investor fit or company readiness.
Sources and related Finta resources
Last reviewed: August 30, 2026. Re-verify product behavior, permissions, and the approval boundary before publication and after a material workflow change.