Finta

AI-powered CRM that streamlines fundraising for founders with investor management

  • AI-powered fundraising CRM

  • Automates email outreach and investor management

  • Automates workflow from preparing deals to managing stakeholders

Pricing:

💲 Freemium

What is Finta

Finta is an AI-powered fundraising platform that acts as a copilot for founders and investors. It offers tools such as CRM automation, investor database, deal rooms, equity management, and virtual data rooms to streamline the fundraising process. Finta automates the workflow from preparing and launching deals to accepting investments and managing stakeholders, providing a comprehensive solution for fundraising needs.

Key Features of Finta

- AI-Powered CRM: The world's first GPT-powered CRM designed explicitly for creating meaningful investor interactions and driving your funnel forward with AI-personalized email scripts.

- Investor Database: Finta AI uses your deal information to automatically prospect the best investors for your company's offering.

- Deal Rooms: Share a single, secure link to allow investors to privately commit and send funds through ACH, check, or wire transfer.

- Virtual Data Room: Securely share diligence documents with investors, featuring real-time notifications, security permissions, and insights like time spent in the deal room.

- Equity Management: Manage your cap table, including support for multiple classes of shares, employee stock option pools, convertibles, warrants, and more.

- Automated Fundraising Workflow: Automate your end-to-end fundraising workflow to focus on growing your business.

- Real-Time Notifications: Receive real-time updates and insights for better engagement and tracking of investor interactions.

- Easy Onboarding: Get started effortlessly to streamline your fundraising process.

Pricing

Basic Plan:

  • Cost: Free
  • Features:
    • 1 deal room
    • 10 diligence documents
    • 25 CRM contacts
    • 5MB per file upload
    • Investor CRM
    • Basic investor database access
    • Step-by-step checklist

Pro Plan:

  • Cost: $29/month (billed annually) or $44/month (billed monthly)
  • Features:
    • Unlimited deal rooms
    • Unlimited documents
    • 1,000 CRM contacts
    • 2GB per file upload
    • Autopilot CRM
    • Finta AI Fundraising Copilot
    • Personalized investor email scripts
    • Investor recommendations
    • Enriched CRM contacts
    • Real-time engagement notifications
    • Shareable deal room links and permissions
    • Priority support

Agent Plan:

  • Cost: Contact Finta for pricing
  • Features:
    • Direct collaboration with the Finta team
    • Comprehensive deal preparation
    • Prospecting investors
    • Investor outreach

Finta

AI-powered CRM that streamlines fundraising for founders with investor management

Key Features

💲 Freemium

Product Embed

Subscribe to our Newsletter

Get the latest updates directly to your inbox.

Share This Tool

Related Tools