Agent skill · marketing growth · jeremylongshore
finta-core-workflow-a
Manage a fundraise pipeline end-to-end with Finta.
Why this skill is useful
Provides specific workflows and automation for managing fundraising pipelines that the AI wouldn't reliably generate on its own.
What it needs
Requires finta account access. About 2k tokens when loaded. Last updated 2026-08-07. 2,604 stars on the source repository.
What this skill does
Finta Core Workflow: Fundraise Pipeline Overview End-to-end fundraise management with Finta: prospect investors, manage outreach, track meetings, handle due diligence, and close commitments. Prerequisites A reviewed fundraising plan, authorized team roles, and a current recipient/intro consent policy. Verified source documents and metrics, with access limited per investor and stage. An internal owner for approvals of outreach, deal-room content, and any payment or commitment workflow. Instructions Step 1: Investor Prospecting with Aurora AI Aurora AI analyzes your company profile and recommends investors based on: Thesis alignment (sector, stage, geography) Historical investment behavior Warm introduction availability from your network Navigate to Investors > Discover and review AI-ranked suggestions. Step 2: Outreach Campaign 1. Select investors to contact 2. Use Finta's AI-assisted email composer for personalized outreach 3. Finta auto-tracks replies and updates pipeline stages Stage automation rules: Investor opens email --> "Reaching Out" (stays) Investor replies --> auto-advance to "Intro Meeting" Meeting scheduled --> confirm via calendar sync Step 3: Deal Room Setup For each active conversation: 1. Create a Deal Room with relevant materials 2. Upload: pitch deck, financial model, cap table, team bios 3. Share link with investor 4. Monitor analytics: views, time spent, pages viewed Step 4: Due Diligence Management 1. Create a Data Room for detailed document sharing 2. Organize by category: legal, financial, technical, team 3. Set permission-based access (view-only, download, etc.) 4. Track which documents investors have reviewed Step 5: Close and Collect 1. Move investor to "Term Sheet" stage when term sheet received 2. Review terms in Finta's term sheet comparison view 3. Accept and move to "Closed" 4. Use Stripe/ACH integration to send payment links 5. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills jeremylongshore/finta-core-workflow-a--43da4f