Agent-Skills.md

Agent Skills: Finta Production Checklist

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UncategorizedID: jeremylongshore/claude-code-plugins-plus-skills/finta-prod-checklist

Repository

jeremylongshore/claude-code-plugins-plus-skills
jeremylongshoreLicense: NOASSERTION
1,723221

Install this agent skill to your local

pnpm dlx add-skill https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/HEAD/plugins/saas-packs/finta-pack/skills/finta-prod-checklist

Skill Files

Browse the full folder contents for finta-prod-checklist.

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plugins/saas-packs/finta-pack/skills/finta-prod-checklist/SKILL.md

Skill Metadata

Name
finta-prod-checklist
Description
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Finta Production Checklist

Pre-Fundraise Setup

  • [ ] Company profile complete (sector, stage, metrics)
  • [ ] Email sync connected (Gmail/Outlook)
  • [ ] Calendar sync connected
  • [ ] Financial integrations (Stripe, Mercury, Brex)
  • [ ] Pitch deck uploaded to deal room
  • [ ] Financial model in data room
  • [ ] Cap table imported

Pipeline Configuration

  • [ ] Pipeline stages customized for your process
  • [ ] Automation rules configured (email reply -> stage advance)
  • [ ] Target investor list imported (50-200 investors typical)
  • [ ] Aurora AI reviewed for additional prospects

Outreach Preparation

  • [ ] Email templates drafted
  • [ ] Warm intro requests sent to network
  • [ ] Deal room links generated and tested
  • [ ] Investor update template prepared

Post-Close

  • [ ] Payment collection configured (Stripe/ACH)
  • [ ] Investor update schedule set (monthly/quarterly)
  • [ ] Cap table updated with new investors
  • [ ] Access revoked for investors who passed

Next Steps

For upgrades, see finta-upgrade-migration.