Finta Core Workflow B

---
name: finta-core-workflow-b
description: 'Manage ongoing investor relations and updates with Finta.

  Use when sending investor updates, tracking cap table changes,

  or maintaining LP relationships post-close.

  Trigger with phrases like "finta investor updates", "finta LP management",

  "finta post-close", "finta investor relations".

  '
allowed-tools: Read, Write, Edit, Grep
version: 1.0.0
license: MIT
author: Jeremy Longshore <jeremy@intentsolutions.io>
tags:
- saas
- fundraising-crm
- investor-management
- finta
compatibility: Designed for Claude Code
---
# Finta Core Workflow: Investor Relations

## Overview

Post-fundraise investor management: send periodic updates, share metrics, manage cap table, and maintain relationships for future rounds.

## Instructions

### Investor Updates

1. Go to **Updates** > **New Update**
2. Select template (monthly, quarterly, or custom)
3. Finta auto-populates metrics from connected financial tools:
   - MRR/ARR from Stripe
   - Cash and burn rate from Mercury/Brex
   - Runway calculation
4. Add qualitative updates (milestones, challenges, asks)
5. Send to all investors or select groups

### Update Template

```
Subject: [Company] Monthly Update - March 2026

Key Metrics:
- MRR: $X (up Y% MoM)
- ARR: $X
- Burn Rate: $X/month
- Runway: X months
- Headcount: X

Highlights:
- [Achievement 1]
- [Achievement 2]

Challenges:
- [Challenge and plan to address]

Asks:
- Introductions to [specific companies/people]
- Feedback on [specific topic]
```

### Warm Introduction Network

Finta's network feature identifies 2nd-degree connections:

1. Go to **Network** > **Find Introductions**
2. Select target investor
3. Finta shows mutual connections from your team, advisors, and existing investors
4. Request introduction through the platform

### Cap Table Tracking

- Import cap table from Carta, Pulley, or CSV
- Track ownership percentages after each round
- Model dilution for future rounds
- Export for legal and compliance

## Resources

- [Finta for Fund Managers](https://www.trustfinta.com/blog/finta-for-fund-managers-venture-capital-crm)

## Next Steps

For troubleshooting, see `finta-common-errors`.