Finta
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About
Finta is an AI-powered fundraising platform designed to streamline workflows and enhance investor relations. It offers an AI-powered Investor CRM with personalized email scripts, contact enrichment, and email integration. Aurora, Finta's AI agent, helps execute fundraising workflows seamlessly. The platform also includes deal rooms, data rooms, investor databases, and tools for managing warm introductions and team collaboration. Finta offers a free plan and paid plans with increased features and AI capabilities. The platform is trusted by over 8,000 companies, funds, and partners.
Platform
Features
• real-time insights
• automatic contact enrichment
• share due diligence smart links
• expert fundraising knowledge
• seamless email integration
• ai-personalized email scripts
• access to investor database and recommendations for warm introductions and investor networks
• ai-powered agent (aurora)
FAQs
What is a Finta deal?
Finta provides you with a secure, online, and shareable links for your deal room and pitch deck. Our deal rooms and deck links let you share a more complete view of your company with investors while fundraising, organized in the structure that investors most prefer. Our deal rooms are a safe and secure place for all your information and files, where you control who has confidential access. Finta deals are used throughout the platform to help our A.I. personalize and tailor it's assistance to your specific offering.
How does the CRM work on autopilot?
Finta's investor tracking CRM, automatically updates your investor contacts at every stage of the funnel as investors interact with your deal room. Providing you with increased transparency into where an investor’s commitment level currently is in real time. Saving your time and allowing you to focus on the investors who really matter.
How does Finta match investors to my deal?
Finta's A.I. saves you time by using your deal information to find the best investor matches from our internal database of active investors. With a single click you can add investor matches to your CRM. Each investor in our database has their LinkedIn profile included, so you can easily find the right mutual connections to make a warm introduction for you. Finta will never communicate to investors on your behalf.
What are my payment options?
All payments are made via credit card for our plans. If needed we can issue an annual invoice with payment via PO and/or ACH, wire, or check. Please for more information if needed.
How Is Finta free?
We are on a mission to expand access to a capital to as many people as possible, which is why we allow anyone to use Finta for free. Large-language models do cost quite a bit of money to run though. To grow Finta sustainably without compromising our service quality, we need to cover our costs of some premium features.
What happens when I reach usage limits?
If you reach a usage limit, you’ll still be able to use your Finta account. We’ll let you know about the overage, and give you a grace period to find a plan that fits your needs.
Pricing Plans
Copilot
"$99.00 / per month• Everything in Basic
• Aurora A.I.
• Unlimited Deals
• Unlimited Documents
• Unlimited Team Members
Copilot
"$950.00 / per year• Everything in Basic+
• Aurora A.I.
• Unlimited Deals
• Unlimited Documents
• Unlimited Team Members
Job Opportunities
There are currently no job postings for this AI tool.
Ratings & Reviews
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