Finta
AI-powered CRM to maximize deal value and streamline workflows
What is Finta? Complete Overview
Finta is an AI-powered CRM designed to optimize deal-making potential by streamlining workflows and enhancing relationship building. Built on best practices from successful entrepreneurs, fund managers, real estate sponsors, nonprofit leaders, and private market allocators, Finta helps users close deals faster and more effectively. The platform offers AI-personalized email scripts, automatic contact enrichment, seamless email integration, and expert private market knowledge. Target users include entrepreneurs, fund managers, real estate sponsors, nonprofit leaders, and private market allocators looking to enhance their outreach and deal-closing capabilities.
Finta Interface & Screenshots
Finta Official screenshot of the tool interface
What Can Finta Do? Key Features
AI-Powered CRM
Finta's AI-powered CRM enhances your outreach with personalized email scripts for every stage of the funnel, automatic contact enrichment, and seamless email integration. Leverage expert private market knowledge and real-time insights to close deals tailored to your company's vertical, stage, or sector.
Aurora AI Agent
Aurora is your AI-powered agent that helps you execute trust-based workflows seamlessly. Aurora assists in optimizing your deal-making process by providing intelligent recommendations and automating repetitive tasks, allowing you to focus on building relationships.
Everything In One Place
Finta consolidates all your deal-related activities in one platform. Share due diligence smart links for pitch decks, deal rooms, data rooms, closing docs, and accept money transfers effortlessly. This centralized approach ensures you have all the tools you need at your fingertips.
Surface Top Prospects
Access a powerful database that automatically finds and recommends the top investors, donors, or strategic contacts for your deal. Spend less time guessing and more time connecting with high-value prospects tailored to your needs.
Unlock Warm Intros
Finta networks privately show you the strongest 2nd-degree connections from your team, shareholders, and advisors. Find perfect warm introductions to investors, donors, partners, or potential buyers without resorting to cold spam.
Collaboration Made Easy
Invite your team, shareholders, advisors, and more to unlock warm introductions to thousands of high-value prospects. Finta's collaborative features ensure your entire network can contribute to your deal-making success.
Best Finta Use Cases & Applications
Fundraising for Startups
Entrepreneurs can use Finta to identify and connect with top investors, leveraging warm introductions and AI-powered outreach to close funding rounds faster.
Real Estate Deal Closing
Real estate sponsors can streamline their deal-closing process by using Finta's centralized platform for due diligence, document sharing, and investor communications.
Nonprofit Fundraising
Nonprofit leaders can enhance their donor outreach with personalized email scripts and access to a database of high-value prospects, ensuring more successful fundraising campaigns.
Private Market Allocations
Private market allocators can leverage Finta's expert insights and AI recommendations to identify and connect with the best investment opportunities.
How to Use Finta: Step-by-Step Guide
Sign up for Finta and choose your plan (e.g., Pro plan for advanced features). The platform offers a seamless onboarding process to get you started quickly.
Integrate your email and contacts with Finta's CRM. The AI will automatically enrich your contact details and provide personalized email scripts for outreach.
Use Aurora, your AI-powered agent, to execute trust-based workflows. Aurora will recommend top prospects and help you unlock warm introductions from your network.
Share due diligence smart links for pitch decks, deal rooms, and data rooms. Finta's centralized platform ensures all your deal-related documents are easily accessible.
Collaborate with your team, shareholders, and advisors to maximize your deal's value. Finta's collaborative features make it easy to leverage your entire network for introductions and insights.
Monitor your deal progress and adjust your strategy based on real-time insights and recommendations from Finta's AI-powered tools.
Finta Pros and Cons: Honest Review
Pros
Considerations
Is Finta Worth It? FAQ & Reviews
Aurora is Finta's AI-powered agent that helps you execute trust-based workflows seamlessly, providing personalized recommendations and automating repetitive tasks to enhance your deal-making process.
Finta networks privately show you the strongest 2nd-degree connections from your team, shareholders, and advisors, allowing you to find perfect warm introductions to high-value prospects without cold outreach.
The Pro plan includes Aurora AI, unlimited deals, unlimited documents, unlimited team members, and costs $1,476 annually for 3 seats, with additional seats at $41 each.
Yes, Finta offers seamless email integration, allowing you to enrich your contacts and personalize your outreach with AI-powered email scripts.
The website does not mention a free trial, but you can contact Finta's support for more information on trial options.