About

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

Finta Hello World

Name: finta-hello-world
Author: jeremylongshore

Examples

Use a fictional workspace and a read-only, scoped credential supplied by a secret manager. Run the smallest supported verification, confirm the output is redacted, then revoke the test credential and verify the request no longer succeeds. Do not use real investor, deal-room, or payment data for a first integration check.

Overview

Create your first fundraise pipeline in Finta: add target investors, configure deal stages, and use Aurora AI for investor prospecting.

Prerequisites

Completed finta-install-auth setup
Basic company information entered

Instructions

Step 1: Create a New Fundraise

Click New Fundraise in the dashboard
Enter details: round name, target amount, equity type (SAFE, Priced, Convertible Note)
Set timeline and target close date

Step 2: Add Target Investors

Manual Entry:

Click Add Investor in pipeline view
Enter: investor name, firm, email, check size range, thesis tags

CSV Import:

Name,Firm,Email,Check Size,Stage,Notes
Jane Smith,Sequoia Capital,jane@sequoia.com,"$500K-$2M",Researching,Met at TechCrunch
Bob Jones,a16z,bob@a16z.com,"$1M-$5M",Reaching Out,Intro from advisor

Aurora AI Prospecting:

Go to Investors > Discover
Aurora ranks investors by thesis fit, check size match, and warm intro availability
Add promising matches to your pipeline with one click

Step 3: Track Pipeline Progress

Finta automatically moves investors through stages based on:

Email replies: Investor responds --> auto-advance to next stage
Calendar meetings: Meeting scheduled --> advance to Intro Meeting
Manual updates: Drag-and-drop in pipeline Kanban view

Step 4: Set Up Deal Room

Navigate to Deal Rooms > Create Deal Room
Upload fundraising materials: pitch deck, financials, cap table
Generate shareable link with view tracking
Monitor who viewed what and for how long

Step 5: Send Investor Update

Go to Updates > New Update
Select metrics to include: MRR, ARR, burn rate, runway
Finta auto-populates from connected financial data
Send to all investors or select groups

Output

Active fundraise pipeline with investors in stages
Deal room with shared materials and analytics
Email/calendar sync tracking communications automatically

Error Handling

Issue	Cause	Solution
Investors not advancing	Auto-rules disabled	Check Settings > Automation
Deal room link broken	Expired share	Regenerate link
Metrics not populating	No financial integration	Connect Stripe/Mercury/Brex
Aurora suggestions irrelevant	Insufficient company data	Complete company profile

Resources

Finta for Founders
Finta for Fund Managers

Next Steps

Proceed to finta-local-dev-loop for workflow automation setup.

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-hello-world/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-hello-world.ocm.jsonjson

{
  "ocm": "1",
  "id": "jeremylongshore-tons-of-skills-marketplace-finta-hello-world",
  "kind": "skill",
  "name": "finta-hello-world",
  "description": "Set up your first fundraise pipeline in Finta with investors and deal stages. Use when starting a new fundraise, importing investor lists, or learning Finta's pipeline management features. Trigger with phrases like \"finta hello world\", \"finta first pipeline\", \"start fundraise in finta\", \"finta quick start\".",
  "publisher": "jeremylongshore",
  "version": "1.0.0",
  "capabilities": {
    "domains": [
      "general_chat"
    ],
    "tags": [
      "skill-md",
      "saas",
      "fundraising-crm",
      "investor-management",
      "finta",
      "skills-sh"
    ],
    "languages": [
      "en"
    ]
  },
  "quality_prior": 0.6,
  "examples": [
    "Set up your first fundraise pipeline in Finta with investors and deal stages. Use when starting a new fundraise, importing investor lists, or learning Finta's pipeline management features. Trigger with phrases like \"finta hello world\", \"finta first pipeline\", \"start fundraise in finta\", \"finta quick start\"."
  ],
  "primary": false,
  "metadata": {
    "source": {
      "provider": "skills.sh",
      "repository": "https://github.com/jeremylongshore/tons-of-skills-marketplace",
      "path": "skills/.curated/finta-hello-world/SKILL.md",
      "ref": "HEAD",
      "url": "https://github.com/jeremylongshore/tons-of-skills-marketplace/blob/HEAD/skills/.curated/finta-hello-world/SKILL.md",
      "key": "jeremylongshore/tons-of-skills-marketplace/skills/.curated/finta-hello-world/SKILL.md"
    },
    "compatibility": "Designed for Claude Code",
    "allowed_tools": [
      "Read,",
      "Write,",
      "Edit"
    ],
    "license": "MIT"
  },
  "instructions": "# Finta Hello World\n\n## Examples\n\nUse a fictional workspace and a read-only, scoped credential supplied by a secret manager. Run the smallest supported verification, confirm the output is redacted, then revoke the test credential and verify the request no longer succeeds. Do not use real investor, deal-room, or payment data for a first integration check.\n\n## Overview\n\nCreate your first fundraise pipeline in Finta: add target investors, configure deal stages, and use Aurora AI for investor prospecting.\n\n## Prerequisites\n\n- Completed `finta-install-auth` setup\n- Basic company information entered",
  "cost": {
    "context_tokens": 745
  }
}

Fetch it by URL: GET /api/v1/registry/jeremylongshore-tons-of-skills-marketplace-finta-hello-world/manifest?version=1.0.0

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