Finta

Finta offers companies secure and shareable deal rooms so they can privately share sensitive information with investors. The service, designed to speed up the fundraising process, uses artificial intelligence to automate interactions with investors and documents.

Finta also offers a CRM with AI automation built in, so companies can generate custom email scripts and push the investment funnel. The system can also match companies with the best investors for them based on deal details, helping them find and connect with the right investors.

Among Finta's features are:

• Deal Rooms: Shareable links to share deal information and track investor activity.
• Investor Database: AI-powered matching of investors to companies based on deal information.
• Investment Processing: Secure investment fund transfer acceptance through ACH, check or wire.
• Equity Management: Cap table management for multiple classes of shares, employee stock options and other equity instruments.
• Virtual Data Room: Secure sharing of diligence documents with real-time notifications and permission controls.

Finta offers flexible pricing plans for different stages of a business.

• Basic: Free, with one deal room, ten diligence documents, twenty-five CRM contacts and 5MB file uploads.
• Pro: $44.29/month, with unlimited deal rooms, documents and 1,000 CRM contacts and 2GB file uploads.
• Agent: $3,500, with direct access to the Finta team for integrated deal preparation, prospecting and investor outreach.

Finta is geared for companies and investors that want to streamline and automate fundraising, finding the right investors and managing deal flow. By automating interactions and document sharing, Finta frees up time for companies to focus on their business while keeping the fundraising process running smoothly.

Published on June 14, 2024