CRM

Finta

AI-powered CRM and deal management platform for fundraising, investor relations, and private market transactions.

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Quick facts
What is it	AI-powered CRM and deal management platform for fundraising, investor relations, and private market transactions.
Pricing	Paid — from $29/mo
Free tier	No
Platform	Web Application
Best for	managing investor fundraising pipelines, automating investor outreach and communication
Domain registered	2020

Data updated Aug. 1, 2026

What does Finta do?

Finta is a comprehensive workspace designed specifically for managing capital raising and investor relationships. It serves as a centralized platform where entrepreneurs, fund managers, and real estate sponsors can organize their entire deal flow process. The tool combines CRM functionality with AI-powered automation to help users manage investor communications, share fundraising materials, and track pipeline progress all in one place.

What sets Finta apart is its AI agent named Aurora, which acts as a copilot for deal workflows. Aurora helps automate relationship management tasks, including generating personalized email scripts for different stages of the fundraising funnel and enriching contact information automatically. The platform also includes a powerful investor database that surfaces relevant prospects based on your specific deal parameters, and a unique warm introduction system that identifies connections through your team members, shareholders, and advisors.

This tool is particularly valuable for startup founders navigating complex fundraising rounds, fund managers building investor relationships, and real estate sponsors managing capital raises. Users benefit from having all their deal-related activities—from initial outreach to closing documentation—organized in a single system, reducing administrative overhead and helping them focus on building the relationships that drive successful capital raises.

CRM

#ai automation#crm#deal management#fundraising#investor relations#private markets#warm introductions

Key features

What makes it stand out

AI-powered agent Aurora automates deal workflows and relationship management

Investor CRM with AI-personalized email scripts and contact enrichment

Shareable smart links for pitch decks, deal rooms, and closing documents

Investor database that automatically recommends top prospects for your deal

Warm introduction engine that finds connections through your team and advisors

Who is Finta for?

Who benefits most from this tool

managing investor fundraising pipelines

automating investor outreach and communication

organizing deal rooms and due diligence materials

Pricing

Launch

$29.0/month

$20.0/month billed yearly

2 Deal Links
200 CRM Contacts
3 Team Members
25 Data Room Documents
AI Driven CRM
Deal Rooms
Data Rooms
Prospects Database

Pro

$59.0/month

$41.0/month billed yearly

Everything in Launch, plus:

10 Deal Links
2,000 CRM Contacts
Aurora A.I. ✨
Unlimited Deals
Unlimited Documents
Unlimited Team Members

Elite

Custom

Everything in Pro, plus:

Unlimited Deal Links
Unlimited CRM Contacts
Unlimited Team Members
Unlimited Data Room Documents
Account Manager
Deal Preparation
Investor Prospecting
Warm Intro Mapping
Outreach Assistance

Trust & presence

Domain Domain registered 2020

Gallery

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