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finta-core-workflow-b

'Manage ongoing investor relations and updates with Finta.

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2,267
Source
jeremylongshore/claude-code-plugins-plus-skills
Updated
2026-05-31
Slug
jeremylongshore--claude-code-plugins-plus-skills--finta-core-workflow-b
View on GitHubRaw SKILL.md

// install — copy + paste into any project

mkdir -p .claude/skills && curl -fsSL https://raw.githubusercontent.com/jeremylongshore/claude-code-plugins-plus-skills/HEAD/plugins/saas-packs/finta-pack/skills/finta-core-workflow-b/SKILL.md -o .claude/skills/finta-core-workflow-b.md

Drops the SKILL.md into .claude/skills/finta-core-workflow-b.md. Works with Claude Code, Cursor, and any agent that loads SKILL.md files from .claude/skills/.

Finta Core Workflow: Investor Relations

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

  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

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

Next Steps

For troubleshooting, see finta-common-errors.