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: