Finta

Finta: AI-Powered Dealmaker CRM (Fundraising Intelligence) is an all-in-one platform designed to accelerate private market fundraising. It combines investor intelligence, relationship-building tools, and AI-assisted outreach to help startups, funds, and nonprofits surface top prospects, warm introductions, and manage deal workflows from initial outreach to closing. The platform emphasizes trust-based workflows, real-time deal tracking, and a comprehensive knowledge base through Finta Academy, with optional mobile access via the Finta app.

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How it helps you

• Surface top prospects: automatically identifies and recommends the best investors, donors, or strategic contacts for your deals.
• Warm introductions: privately surfaces the strongest 2nd-degree connections from your team, shareholders, and advisors to replace cold outreach.
• Collaboration: invites teammates, shareholders, and advisors to unlock introductions to thousands of high-value prospects.
• All-in-one workflow: manage due diligence links, deal rooms, data rooms, closing docs, and money transfers in one place.
• Real-time pipeline: track deals as they evolve, save new prospects on the fly, and share deals with teammates.
• Knowledge & training: access Finta Academy for fundraising lessons, frameworks, and community support.
• Accessibility: available as a web platform and an iOS/iPadOS app for on-the-go use.

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How to Use Finta

1. Sign up for an account and choose a plan (Free, Pro, Enterprise).
2. Import or enter your investor/donor contacts and corporate data.
3. Use Investor Intelligence to discover top prospects and warm intro opportunities.
4. Build targeted outreach with AI-personalized scripts and track engagement in real time.
5. Create and share deal rooms, data rooms, and closing documents with your team.
6. Monitor your pipeline, save new prospects, and collaborate with stakeholders.

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Pricing (as listed)

• Get Started (Free): basic organization and setup for 1 deal and 25 CRM contacts.
• Pro: $99/month (per user, billed monthly or annually) with expanded features including unlimited deals and 1,000 CRM contacts, investor recommendations, and advanced AI capabilities.
• Enterprise: Custom plan with dedicated support and tailored features.

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Safety and Compliance

• Designed for fundraising workflows and trusted introductions; users should verify compliance with applicable investment solicitation laws and data privacy regulations when sharing investor information or contacts.

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Core Features

• AI-powered investor intelligence and contact enrichment
• Surface top prospects and warm intro opportunities
• Warm introductions from trusted networks (2nd-degree connections)
• Collaboration tools for teams, shareholders, and advisors
• All-in-one deal workspace: due diligence links, pitch decks, deal rooms, data rooms, and closing docs
• Real-time deal tracking and pipeline management
• Finta Academy for fundraising knowledge and frameworks
• Finta app available for iOS and iPadOS
• Flexible pricing: Free tier + Pro and Enterprise options