Finta

Finta is an AI-powered fundraising assistant that automates your entire investor relations workflow, helping you maximize your fundraising efforts efficiently.

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About Finta

Finta is an AI-driven fundraising assistant designed to streamline every stage of the fundraising process. It offers robust tools for investor relationship management, due diligence, and prospecting, empowering users to improve workflows, strengthen investor connections, and boost fundraising success. Trusted by over 9,000 leading companies, funds, and partners across the capital markets, Finta enhances efficiency and results.

How to Use

Manage your entire fundraising process with Finta. Use the AI-enabled CRM to personalize outreach, share due diligence via smart links, and identify top investors from a comprehensive database. Collaborate seamlessly with team members and track deal progress in real time.

Features

AI-Driven Customer Relationship Management
Real-Time Deal Tracking
Investor Prospecting and Lead Generation
Smart Introduction Discovery
Team Collaboration Tools
Comprehensive Due Diligence Management

Use Cases

Identify and connect with key investors using an extensive database.
Monitor deal progress and updates instantly.
Share due diligence materials securely through smart links.
Automate investor outreach with personalized AI-generated email scripts.
Facilitate warm introductions via trusted networks.

Best For

Fund ManagersPrivate Equity FirmsStartups and EntrepreneursReal Estate DevelopersNonprofit Organizations

Pros

Enhances investor engagement with AI-powered tools.
Automates the entire fundraising process for efficiency.
Enables seamless team collaboration and data sharing.
Maximizes fundraising outcomes with advanced CRM and prospecting features.
Provides access to a large investor database for targeted outreach.

Cons

Pricing may be a barrier for some users.
Heavy reliance on AI could reduce personalized investor interactions.
Effectiveness depends on quality of data entered into the platform.

Pricing Plans

Choose the perfect plan. All plans include 24/7 support.

Basic

Free forever

Organize your fundraising efforts with CRM, deal rooms, and investor database tools.

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Copilot Monthly

$99/month

Accelerate your fundraising efforts threefold with your personalized AI. Includes all Basic features, Aurora AI, unlimited deals, documents, and team members.

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Copilot Yearly

$950/year

Boost your fundraising speed three times faster with your personal AI. Includes all Basic Plus features, Aurora AI, unlimited deals, documents, and team members.

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Assistant

Custom per deal

Work directly with Finta for maximum efficiency. Offers premium onboarding, deal preparation, and investor recommendations.

Get Started

FAQs

Is there a free version of Finta?

Yes, Finta offers a free plan to help expand access to capital. Premium features are available through paid plans, supporting advanced AI functionalities.

What happens if I reach my usage limits?

You can continue using your account, but you'll receive notifications about overages and a grace period to upgrade to a suitable plan.

What is a Finta deal?

A Finta deal is a secure, shareable online link for your deal room and pitch deck, allowing organized, safe sharing of your company overview with investors. These links help personalize AI assistance within the platform.

How does the AI-powered CRM operate automatically?

Finta’s CRM tracks investor interactions in real-time, updating contact statuses and providing transparency into investor engagement at each stage of the fundraising process.

How does Finta match investors to my deal?

Finta uses AI to analyze your deal details and identify the best investor matches from its active investor database, facilitating warm introductions through mutual connections.

What are the payment options available?

Payments are accepted via credit card for all plans. For larger or annual plans, invoices can be issued with PO, ACH, wire transfer, or check upon request.