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.

By Finta TeamReviewed by Kevin SiskarPublished August 22, 2026Verified August 21, 2026Last reviewed September 5, 2026

A qualified prospect moves through a permissioned connector path while unavailable routes stop at clear boundaries.
Audience
Founders, Fund managers, Sales leaders, Partnership teams
Products
Networks, CRM, Aurora
Integrations
Gmail, Outlook, LinkedIn
Prerequisites
A defined target, A credible relationship source, Verified shared relevance, Permission to use the context
Expected outcome
One approved relationship path, a concise forwardable note, a named owner, and a tracked next step.
Approval boundary
Finta can surface possible paths and draft the request. The person who owns the relationship decides whether to make the introduction, edits the language, and controls the send.

Outcome: a clear, respectful introduction request built from verified relationship evidence, not a guessed connection.

How investor sourcing works in Finta

  1. Aurora web research: find plausible prospects from current public sources and keep evidence available for review.
  2. Licensed market data: connect a compatible database through a supported API or MCP when your organization has access.
  3. External AI plus Finta MCP: research in Codex, ChatGPT, Claude, or another compatible client, then search, deduplicate, and add selected records to Finta CRM.
  4. Your own lists: import or create records from spreadsheets and trusted referrals.

Finta does not maintain a proprietary, marketwide investor database like PitchBook or Crunchbase. Networks checks relationship evidence and possible warm paths after a prospect is identified. A connection is not permission or a guaranteed introduction.

From prospect to next action

Review mandate, stage, geography, source date, duplicates, and exclusions before adding a prospect. Then assign an owner, record relationship context, prepare outreach or an introduction request, and keep the next action visible in Finta CRM.

Human-review boundaries

  • Verify public research and licensed data before relying on it.
  • Do not treat a relationship path as consent.
  • A person approves outreach and consequential CRM changes.
  • Provider access, coverage, and permissions vary.

Run the workflow

  1. Start with a qualified prospect and a specific reason to connect.
  2. Inspect possible paths in Networks and review the underlying evidence.
  3. Choose the relationship owner; do not route around them.
  4. Prepare a concise ask and forwardable context with an easy decline.
  5. The owner decides whether to ask, the connector decides whether to introduce, and the recipient decides whether to engage.
  6. Record the outcome and close the loop with everyone involved.

Safe stops

Stop when the relationship is stale, the fit is weak, consent is unclear, sensitive information would be exposed, or the connector declines.

Keep exploring

Reactivate Lapsed Donor RelationshipsA 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.Turn Donor Meetings into Stewardship Follow-UpA 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.Research Prospective Donors and FoundationsA source-linked prospect brief that separates verified public facts, approved relationship context, open questions, and a human-owned next research or relationship action.Browse all workflowsSee the complete Finta workflows library.