Agent skill · marketing growth · jeremylongshore
finta-hello-world
Set up your first fundraise pipeline in Finta with investors and deal
Why this skill is useful
Provides specific commands and workflows for setting up a fundraising pipeline in Finta 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 Hello World Examples Use a fictional workspace and a read-only, scoped credential supplied by a secret manager. Run the smallest supported verification, confirm the output is redacted, then revoke the test credential and verify the request no longer succeeds. Do not use real investor, deal-room, or payment data for a first integration check. Overview Create your first fundraise pipeline in Finta: add target investors, configure deal stages, and use Aurora AI for investor prospecting. Prerequisites Completed finta-install-auth setup Basic company information entered Instructions Step 1: Create a New Fundraise 1. Click New Fundraise in the dashboard 2. Enter details: round name, target amount, equity type (SAFE, Priced, Convertible Note) 3. Set timeline and target close date Step 2: Add Target Investors Manual Entry: Click Add Investor in pipeline view Enter: investor name, firm, email, check size range, thesis tags CSV Import: Aurora AI Prospecting: 1. Go to Investors > Discover 2. Aurora ranks investors by thesis fit, check size match, and warm intro availability 3. Add promising matches to your pipeline with one click Step 3: Track Pipeline Progress Finta automatically moves investors through stages based on: Email replies: Investor responds --> auto-advance to next stage Calendar meetings: Meeting scheduled --> advance to Intro Meeting Manual updates: Drag-and-drop in pipeline Kanban view Step 4: Set Up Deal Room 1. Navigate to Deal Rooms > Create Deal Room 2. Upload fundraising materials: pitch deck, financials, cap table 3. Generate shareable link with view tracking 4. Monitor who viewed what and for how long Step 5: Send Investor Update 1. Go to Updates > New Update 2. Select metrics to include: MRR, ARR, burn rate, runway 3. Finta auto-populates from connected financial data 4. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills jeremylongshore/finta-hello-world