Finta Security Basics

Overview

Finta manages fundraising pipelines containing investor contact information, term sheet details, valuation data, cap table snapshots, and deal room documents. A breach exposes confidential fundraising strategy, investor relationships, and financial terms that could damage competitive positioning. Protect API credentials, deal room access controls, and any integration that syncs investor data to external CRMs or spreadsheets.

Prerequisites

• A named owner for the fundraising workspace and a current access-review cadence.
• Secrets held in an approved secret manager; use synthetic records for development and documentation.
• A written list of approved destinations before exporting or syncing investor data.

Instructions

1. Grant the smallest practical role to each team member and deal-room participant; remove access when a round, engagement, or contractor relationship ends.
2. Keep credentials out of source control, shell history, tickets, and support attachments. Rotate a credential immediately after suspected exposure.
3. Classify contact, valuation, term, cap-table, and document data as sensitive. Export only the fields required for a specific purpose and encrypt approved exports at rest.
4. Verify webhook authenticity before processing an event, record only a redacted event identifier for diagnostics, and make downstream processing idempotent.
5. Review connected CRM, email, and automation permissions before enabling a sync; disable a sync that cannot limit fields or recipients.