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.
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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
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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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Claim this listingKey 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
Limitations
Frequently Asked Questions
What is Aurora in Finta?
Can I use Finta on mobile devices?
Does Finta support collaboration?
Is there a free version of Finta?
Getting Started
- 1 Sign up for a Finta account on their website.
- 2 Import or add your investor and prospect data into the CRM.
- 3 Leverage Aurora AI to personalize outreach and identify top prospects.
- 4 Invite your team and advisors to collaborate and unlock warm introductions.
- 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
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