finta

finta

Finta is an AI-powered CRM and deal management platform designed to streamline capital raising and deal-making processes for entrepreneurs, fund managers, real estate sponsors, nonprofit leaders, and private market allocators.

finta is deals software teams evaluate for creative & design. Use this page to review pricing, integration signals, and the best alternatives before you commit.

Paid Enterprise 70/100
#29 in Deals (29 tools)
Added 0 year ago
30056 directory views this week

Quick Overview

Best for: Creative & Design

What it does

Deals software for decision-makers comparing workflow fit and alternatives.

Best fit

Creative & Design

Pricing snapshot

Paid from Not publicly disclosed

Next step

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finta

Finta is a comprehensive platform that drives deals forward by combining AI-powered CRM capabilities with expert private market knowledge and real-time insights. It is trusted by over 9,000 companies, funds, and partners across capital markets. The platform helps users maximize deal value by streamlining workflows, enhancing relationship building, and providing tools for outreach, due diligence, and collaboration. Aurora, Finta's AI agent, supports trust-based workflows and automates personalized email scripts, contact enrichment, and email integration. Finta is designed for founders, fund managers, and capital allocators seeking to close deals efficiently and build meaningful connections.

AI-powered fundraising copilot automating workflow for investor relations and maximizing fundraising potential.

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Key Features

AI-Powered CRM

Enhances outreach with AI-personalized email scripts for every funnel stage, automatic contact enrichment, and seamless email integration.

Aurora AI Agent

An AI-powered agent that helps execute trust-based workflows and provides expert-level intelligence to close capital with precision.

Top Prospect Discovery

Accesses a powerful database that automatically finds and recommends top investors, donors, or strategic contacts tailored to your deal.

Warm Introductions

Unlocks perfect warm introductions from trusted networks by identifying strong 2nd-degree connections from your team, shareholders, and advisors.

Collaboration Tools

Enables inviting team members, shareholders, and advisors to collaborate and unlock warm introductions to high-value prospects.

Due Diligence & Deal Sharing

Allows sharing of due diligence smart links for pitch decks, deal rooms, data rooms, closing documents, and money transfers all in one place.

Finta Mobile App

Provides access to Finta's platform on iOS and iPadOS for tracking deals, saving prospects, and sharing deals on the go.

Finta Academy

Offers tactical master-classes on fundraising, providing knowledge, community, and frameworks to accelerate capital raising.

Pricing

Finta Elite

Not publicly disclosed
  • Advanced AI features
  • Priority support
  • Enhanced collaboration tools

Finta Enterprise

Custom pricing
  • High-touch concierge service
  • Tailored solutions for founders, funds, and capital allocators

Use Cases

Fundraising for Startups

Helps startup founders manage investor outreach, track conversations, and close funding rounds efficiently.

Capital Raising for Funds

Supports fund managers in identifying top investors, managing relationships, and streamlining deal workflows.

Real Estate Sponsorship

Assists real estate sponsors in organizing deal materials, sharing data rooms, and securing investor commitments.

Nonprofit Fundraising

Enables nonprofit leaders to find donors, manage outreach, and track fundraising progress.

Private Market Deal Management

Facilitates private market allocators in deal sourcing, due diligence, and closing transactions.

Integrations

Email Integration

Seamlessly integrates with email platforms to automate personalized outreach and contact enrichment.

Benefits

Streamlines deal workflows and enhances relationship building with AI-powered tools.
Automates personalized outreach and contact enrichment to save time and increase engagement.
Provides real-time insights and expert knowledge tailored to specific verticals, stages, or sectors.
Enables warm introductions to high-value prospects, reducing cold outreach and improving connection quality.
Supports collaboration among teams, shareholders, and advisors to accelerate deal closing.
Offers mobile access and educational resources to empower users throughout the fundraising process.

Limitations

Pricing details are not fully transparent and require contacting sales for custom plans.
No publicly available free tier, which may limit access for early-stage startups or small teams.

Frequently Asked Questions

What is Aurora in Finta?
Aurora is Finta's AI-powered agent that helps automate personalized outreach, execute trust-based workflows, and provide expert-level intelligence to close deals.
Can I use Finta on mobile devices?
Yes, Finta offers a mobile app available for iOS and iPadOS to track deals, save prospects, and share deals on the go.
Does Finta support collaboration?
Yes, you can invite your team, shareholders, and advisors to collaborate within the platform and unlock warm introductions.
Is there a free version of Finta?
No free tier is publicly mentioned; pricing details are available upon request.

Getting Started

  1. 1 Sign up for a Finta account on their website.
  2. 2 Import or add your investor and prospect data into the CRM.
  3. 3 Leverage Aurora AI to personalize outreach and identify top prospects.
  4. 4 Invite your team and advisors to collaborate and unlock warm introductions.
  5. 5 Use the platform to track deals, share materials, and manage your fundraising pipeline.

Support

Help Center

Access support articles and resources via Finta's online Help Center.

Community & Academy

Engage with the Finta Academy for fundraising education and community support.

API

Available: No

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