Agent Skills: Finta Core Workflow: Investor Relations

Finta Core Workflow: Investor Relations

Overview

Post-fundraise investor management: send periodic updates, share metrics, manage cap table, and maintain relationships for future rounds.

Instructions

Investor Updates

1. Go to Updates > New Update
2. Select template (monthly, quarterly, or custom)
3. Finta auto-populates metrics from connected financial tools:
   • MRR/ARR from Stripe
   • Cash and burn rate from Mercury/Brex
   • Runway calculation
4. Add qualitative updates (milestones, challenges, asks)
5. Send to all investors or select groups

Update Template

Subject: [Company] Monthly Update - March 2026

Key Metrics:
- MRR: $X (up Y% MoM)
- ARR: $X
- Burn Rate: $X/month
- Runway: X months
- Headcount: X

Highlights:
- [Achievement 1]
- [Achievement 2]

Challenges:
- [Challenge and plan to address]

Asks:
- Introductions to [specific companies/people]
- Feedback on [specific topic]

Warm Introduction Network

Finta's network feature identifies 2nd-degree connections:

1. Go to Network > Find Introductions
2. Select target investor
3. Finta shows mutual connections from your team, advisors, and existing investors
4. Request introduction through the platform

Cap Table Tracking

• Import cap table from Carta, Pulley, or CSV
• Track ownership percentages after each round
• Model dilution for future rounds
• Export for legal and compliance

Resources

• Finta for Fund Managers

Next Steps

For troubleshooting, see finta-common-errors.