Agent skill · marketing growth · jeremylongshore
finta-core-workflow-b
Manage ongoing investor relations and updates with Finta.
Why this skill is useful
Provides specific workflows and templates for managing investor relations 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: Investor Relations Overview Post-fundraise investor management: send periodic updates, share metrics, manage cap table, and maintain relationships for future rounds. Prerequisites Confirm the update audience, source-of-truth metrics, and internal approval owner. Verify that recipients are authorized for the selected content and documents. Prepare a redacted draft outside of production mailing lists for review. Instructions Investor Updates 1. Go to Updates > New Update 2. Select template (monthly, quarterly, or custom) 3. Finta auto-populates metrics from connected financial tools: MRR/ARR from Stripe Cash and burn rate from Mercury/Brex Runway calculation 4. Add qualitative updates (milestones, challenges, asks) 5. Send to all investors or select groups Update Template Warm Introduction Network Finta's network feature identifies 2nd-degree connections: 1. Go to Network > Find Introductions 2. Select target investor 3. Finta shows mutual connections from your team, advisors, and existing investors 4. Request introduction through the platform Cap Table Tracking Import cap table from Carta, Pulley, or CSV Track ownership percentages after each round Model dilution for future rounds Export for legal and compliance Output Create an approved investor-update record containing the audience segment, source metric date, reviewer, send time, and any open follow-up requests. Keep cap-table exports and recipient-level details in their approved systems, not in local drafts or repository files. Error Handling Stop a send when the recipient segment, attached document permissions, or source metrics cannot be verified. Treat bounced messages, unsubscribe requests, or audience mismatches as a review queue; do not automatically resend to an alternate address. If connected metrics are stale or incomplete, label the update as pending and obtain an owner’s decision before sending. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills jeremylongshore/finta-core-workflow-b