Finta Install & Auth

Overview

Set up Finta fundraising CRM at trustfinta.com. Finta is a UI-first platform for managing fundraising pipelines, investor relationships, and deal rooms. Integration is via email/calendar sync and the Finta web app -- there is no public REST API.

Prerequisites

• Finta account at https://www.trustfinta.com
• Gmail or Outlook email for sync
• Google Calendar or Outlook Calendar

Instructions

Step 1: Create Account

1. Sign up at https://www.trustfinta.com
2. Complete onboarding wizard with company details
3. Select your fundraising stage (Pre-seed, Seed, Series A, etc.)