Finta: Streamlining Fundraising with AI-Powered Deal Execution

Finta is an AI-powered platform designed to help businesses and professionals close deals more effectively by leveraging advanced CRM tools, AI-driven insights, and collaborative workflows. Tailored for capital markets, it empowers users to execute trust-based transactions, manage investor relationships, and streamline fundraising processes. With a focus on automation and intelligence, Finta caters to teams looking to optimize their deal-making capabilities.

Key Features:

• AI-Powered CRM: Personalized email scripts, automatic contact enrichment, and seamless email integration.
• Aurora A.I.: An AI agent that executes trust-based workflows and enhances deal management.
• Secure Deal Rooms: Share due diligence smart links for pitch decks, data rooms, and closing documents.
• Investor Matching: Database to surface top prospects and recommend investors or strategic contacts.
• Warm Intros: Unlock introductions from trusted networks to accelerate deal closures.
• Collaboration Tools: Invite teams, shareholders, and advisors to access warm introductions and manage workflows.
• Finta Academy: Tactical masterclasses on fundraising, including target lists and outreach strategies.
• Mobile Access: Finta App available for iOS and iPad OS.

Pricing:

Finta offers a freemium model with a Free plan (Basic) and paid tiers including Copilot ($99/month or $950/year) and custom Enterprise plans.

Conclusion:

Finta is a transformative tool for businesses and professionals in capital markets, combining AI innovation with actionable insights to simplify fundraising and drive successful deal outcomes.