About

Imported from jeremylongshore/tons-of-skills-marketplace (skills/.curated/finta-core-workflow-b/SKILL.md). Install upstream with npx skills add jeremylongshore/tons-of-skills-marketplace --skill finta-core-workflow-b. Copyright stays with the author (MIT).

Finta Core Workflow: Investor Relations

Name: finta-core-workflow-b
Author: jeremylongshore

Overview

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

Prerequisites

Confirm the update audience, source-of-truth metrics, and internal approval owner.
Verify that recipients are authorized for the selected content and documents.
Prepare a redacted draft outside of production mailing lists for review.

Instructions

Investor Updates

Go to Updates > New Update
Select template (monthly, quarterly, or custom)
Finta auto-populates metrics from connected financial tools:
- MRR/ARR from Stripe
- Cash and burn rate from Mercury/Brex
- Runway calculation
Add qualitative updates (milestones, challenges, asks)
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:

Go to Network > Find Introductions
Select target investor
Finta shows mutual connections from your team, advisors, and existing investors
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

Output

Create an approved investor-update record containing the audience segment, source metric date, reviewer, send time, and any open follow-up requests. Keep cap-table exports and recipient-level details in their approved systems, not in local drafts or repository files.

Error Handling

Stop a send when the recipient segment, attached document permissions, or source metrics cannot be verified.
Treat bounced messages, unsubscribe requests, or audience mismatches as a review queue; do not automatically resend to an alternate address.
If connected metrics are stale or incomplete, label the update as pending and obtain an owner’s decision before sending.
Revoke access and document the correction if a restricted update or document is shared with the wrong audience.

Examples

Draft a monthly update with fictional metrics, have the designated reviewer approve the audience, and send it only to a test segment. Verify the activity record and document permissions, then use the same reviewed template for the authorized production segment.

Resources

Finta for Fund Managers

Next Steps

For troubleshooting, see finta-common-errors.

Use it

Copy one of these into your project. Installing also returns the manifest and these snippets.

yaml

targets:
  - https://api.opensmartroute.ai/api/v1/registry/jeremylongshore-tons-of-skills-marketplace-finta-core-wo-5f8a6e/manifest   # or paste the manifest below

Manifest

An Open Capability Manifest: the router reads it to know what this does, what it costs and when to pick it.

jeremylongshore-tons-of-skills-marketplace-finta-core-wo-5f8a6e.ocm.jsonjson

{
  "ocm": "1",
  "id": "jeremylongshore-tons-of-skills-marketplace-finta-core-wo-5f8a6e",
  "kind": "skill",
  "name": "finta-core-workflow-b",
  "description": "Manage ongoing investor relations and updates with Finta. Use when sending investor updates, tracking cap table changes, or maintaining LP relationships post-close. Trigger with phrases like \"finta investor updates\", \"finta LP management\", \"finta post-close\", \"finta investor relations\".",
  "publisher": "jeremylongshore",
  "version": "1.0.0",
  "capabilities": {
    "domains": [
      "data_analysis"
    ],
    "tags": [
      "skill-md",
      "saas",
      "fundraising-crm",
      "investor-management",
      "finta",
      "skills-sh"
    ],
    "languages": [
      "en"
    ]
  },
  "quality_prior": 0.6,
  "examples": [
    "Manage ongoing investor relations and updates with Finta. Use when sending investor updates, tracking cap table changes, or maintaining LP relationships post-close. Trigger with phrases like \"finta investor updates\", \"finta LP management\", \"finta post-close\", \"finta investor relations\"."
  ],
  "primary": false,
  "metadata": {
    "source": {
      "provider": "skills.sh",
      "repository": "https://github.com/jeremylongshore/tons-of-skills-marketplace",
      "path": "skills/.curated/finta-core-workflow-b/SKILL.md",
      "ref": "HEAD",
      "url": "https://github.com/jeremylongshore/tons-of-skills-marketplace/blob/HEAD/skills/.curated/finta-core-workflow-b/SKILL.md",
      "key": "jeremylongshore/tons-of-skills-marketplace/skills/.curated/finta-core-workflow-b/SKILL.md"
    },
    "compatibility": "Designed for Claude Code",
    "allowed_tools": [
      "Read,",
      "Write,",
      "Edit,",
      "Grep"
    ],
    "license": "MIT"
  },
  "instructions": "# Finta Core Workflow: Investor Relations\n\n## Overview\n\nPost-fundraise investor management: send periodic updates, share metrics, manage cap table, and maintain relationships for future rounds.\n\n## Prerequisites\n\n- Confirm the update audience, source-of-truth metrics, and internal approval owner.\n- Verify that recipients are authorized for the selected content and documents.\n- Prepare a redacted draft outside of production mailing lists for review.\n\n## Instructions\n\n### Investor Updates\n\n1. Go to **Updates** > **New Update**\n2. Select template (monthly, quarterly, or custom)\n3. Finta auto-popu",
  "cost": {
    "context_tokens": 731
  }
}

Fetch it by URL: GET /api/v1/registry/jeremylongshore-tons-of-skills-marketplace-finta-core-wo-5f8a6e/manifest?version=1.0.0

Reviews

Star ratings from people who tried it. One review per account; edit yours any time.

No reviews yet. Install it, try it, and be the first to rate it.