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 instructions for setting up a fundraising pipeline in Finta, including investor management and deal stages 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--d39aa8