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Finta It is aAI-driven fundraising management and investor relations platform,passAI-automated CRMIntelligent due diligence, investor search, and personalized recommendations help startups and funds raise funds and manage investment relationships efficiently.The platform supports multi-team collaboration, features transparent pricing and tiered pricing schemes, and is suitable for a wide range of users, from startups to institutional funds.The core AI assistant, Aurora, enables intelligent email, research, and data analysis, while prioritizing data security and compliance, bringing about a digital fundraising revolution in the financial and entrepreneurial sectors.

In the wave of AI-assisted business worldFintaWith its innovative automation and data intelligence, Finta has become a highly trusted and representative AI platform for startups and investors worldwide. This article will use a news report format to provide a detailed analysis of Finta's platform positioning, functions, pricing, application scenarios, and user experience, offering an authoritative and comprehensive practical guide for readers interested in AI-powered finance and fundraising automation.

Finta Platform Introduction

Finta（Official website linkFinta is an AI-driven fundraising and relationship management platform designed for modern entrepreneurs, fund managers, and capital market participants. The platform is designed to empower founding teams by automating human processes, using data-driven approaches, and leveraging AI-personalized recommendations to significantly improve fundraising efficiency. Whether it's a small startup or a fund managing hundreds of millions of dollars, Finta enables efficient, transparent, and compliant fundraising and investment processes.

The company claims to have gained the trust of over 9,000 top companies, funds, and partners worldwide, with its platform's monthly traffic continuing to climb, covering the entire process of capital market operations from introduction and management to implementation.

Finta's main functions

The Finta platform is AI-driven and has built a highly integrated ecosystem covering fundraising, investor management, and team collaboration. Its main functions include:

• AI-driven CRM systemIt automatically identifies and captures the best moments for interaction with investors based on artificial intelligence, and can automatically group, follow up in stages, and synchronize data.
• Intelligent due diligence toolsBy enabling secure sharing and real-time tracking of investment materials through intelligent links, it enhances investor transparency and greatly simplifies traditional processes.
• Investor Search and Tag RecommendationsAI quickly analyzes project data and recommends the most suitable potential investors.
• Warm referral network identificationThe platform's built-in warm referral analysis function effectively identifies mutual contacts between the team and potential LPs, facilitating accurate referrals.
• Transaction progress and data trackingFrom Deal Room creation, real-time data sharing, transaction tracking, and various progress reports, it provides a one-stop solution for all data and compliance issues.
• Team collaboration and access controlMultiple members participate in the entire fundraising process, flexibly allocating permissions and division of labor to facilitate efficient team collaboration.

For detailed feature descriptions, please refer to [link/reference].Finta Official Feature Page。

Core features list (table):

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For more feature details, click to visit Finta official detailed features。

Finta's pricing and plans

Finta insistsTransparent pricing, select only what you needOur principles are to adapt to the actual needs of different teams and individuals. From basic free options to advanced paid options, we flexibly support innovators and growth-oriented companies.

A summary table of main plans

Note: Activation entitles you to a 14-day free trial, with upgrades available as needed.Click to check Finta's latest pricing and packages.

How to use Finta (AI efficiency improvement)

Finta emphasizedFull-process automation and ultimate convenienceUsers can easily launch on the platform, collaborate on fundraising, and manage investors in just a few steps:

1. Register & Login
   – Registration portal:Click to register Finta
   – Login entry:User Login
2. Setting up the project and the Deal Room.
   – After creating a new project, upload materials such as the business plan and financial model, and generate a secure smart link for investors to invite to view.
3. Automated investor screening & personalized email delivery
   – Utilize AI to analyze business plans and automatically recommend investors. Click the AI email generation button "⚡️" and the system will generate a personalized introduction letter, which can be sent with a single click.
4. Collaboration and Access Management
   – Members can be invited to collaborate on CRM management, progress tracking, and communication.
5. Due diligence data tracking and analysis feedback
   – View investor open rates, activity levels, and progress in real time, adjust follow-up pace, and achieve data-driven decision-making.

For detailed instructions, please see the corresponding help center.Finta Official Help Center

Finta's target audience

• Startups and their teamsApplicable from angel round to Series A and Series B, helping core teams improve their fundraising success rate.
• Fund Manager: GPs, VCs, PEs, and independent capital operators, enabling visualized and automated management of investor relationships.
• Sponsors in the real estate and private equity sectorsImprove project management transparency and efficiently connect with potential investors.
• Independent project initiator/freelancer: You can efficiently build a fundraising network without an additional team.
• Nonprofit participants and multilateral organizations: Enhance the ability to comply with information disclosure and data compliance requirements.

Please refer to the detailed case studies. Finta Customer Success Stories。

Finta AI Assistant — Aurora AI Highlights

Aurora AIIt is the core driving force of Finta. Based on the advanced large model of GPT-5, Aurora provides:

• Automated Investor Research and In-Depth Data Tagging
• Intelligent batch generation of personalized emails (content customized according to investor tags and relationships).
• CRM automated workflow, progress tracking, and smart reminders
• In-depth auto-completion and editing suggestions for documents/contacts

This AI assistant helps make data-driven decisions more scientific and efficient in every fundraising process, greatly reducing the workload of manual labor.

Platform security and compliance assurance

Finta prioritizes data compliance and information security, with core measures including:

• End-to-end encryption & hierarchical access control
• GDPR Global ComplianceSupport corporate compliance audits
• Real-time activity tracking ensures complete and traceable data.

For more safety instructions, please refer to Finta Security and Privacy Statement

Table of Functional Differences Among the Solutions

Frequently Asked Questions

Why does Finta offer a free plan?

Finta's basic version is permanently free, designed to help startups quickly launch and experience AI fundraising tools. As your business grows, you can upgrade to a paid plan as needed. See details.Finta pricing page。

What happens when the usage limit is reached?

When the usage of free or basic plans (such as Deal or CRM contact numbers) reaches a bottleneck, users can continue to use core functions. The system will remind them and grant a grace period during which they can upgrade to a higher plan as needed without worrying about service interruption.

What is Finta trading (Deal)?

Finta's "deals" refer to each fundraising project. Each deal room is linked to project documents, investor lists, and deal progress. All AI-optimized services and personalized analyses are based on deals, helping users focus on specific fundraising goals to the greatest extent possible.

How does Finta's CRM work automatically?

Finta's CRM uses AI to synchronize contact status in real time and automatically transfer contact status in stages, and automatically tags and tracks the progress of all interactions, greatly reducing manual input and management costs. For detailed features, please refer to [link/reference].CRM Zone。

What payment methods does Finta support?

Online payment supports credit cards, while enterprise-level solutions support multiple payment methods including bank transfer, PO, and ACH. Please contact us for more details.Finta Official Customer Service。

In an era of digital and intelligent financial service transformationFinta is not just a smart CRM, but also an AI super platform that connects projects and capital, improves fundraising efficiency, and ensures data compliance.It makes fundraising as easy as online shopping and project management as easy as building with Lego, significantly lowering the barriers for startups and the capital market, and injecting solid momentum into the rapid development of global innovators.

To experience Finta's AI-driven fundraising revolution, please visit [website/platform name].Official websiteApply for a trial or get a demo and join the next-generation AI capital market ecosystem!

Chat endlessly with AI characters and start your own story.

Interact with a vast array of 2D and 3D characters and experience truly unlimited AI role-playing dialogue. Join now! New users receive 6000 points upon login!

How to play?Try it for free now →