Skill UI

Finta is a comprehensive workflow tool designed for managing investor relations post-fundraise. It streamlines the process of sending periodic, data-rich updates (including MRR, ARR, and burn rate) to all investors. Users can track complex cap table changes, model future dilution, and leverage a network feature to find warm introductions, ensuring professional and compliant communication with Limited Partners (LPs).

This skill provides a comprehensive, narrative-first review of any marketing plan. It forces strategic alignment by interrogating six crucial areas: Ideal Customer Profile (ICP), Job To Be Done (JTBD), positioning statement, channel mix, CAC payback, and brand defensibility. Use it before major campaigns, repositioning, or when market performance metrics decline.

A sophisticated tool for commercial leaders preparing board-ready forecasts. It goes beyond single-number projections by decomposing pipeline into commit, best-case, and pipe-only tiers. It also projects cohort-level Net/Gross Revenue Retention (NRR/GRR) to detect leaky cohorts and scores per-stage funnel confidence, ensuring all assumptions are explicit for executive review.

This skill helps structure the foundational commercial policies governing discounting off list price. It builds three deterministic tools: a 4D discount matrix builder (considering ARR, term length, payment terms), an exception flow router with compensating commitments, and a policy linter to detect governance gaps. It is designed for Heads of Commercial and RevOps to establish defensible rules of engagement, ensuring margin adherence and preventing discount drift, rather than for approving individual deals.

A comprehensive tool for Bid Managers and Proposal Leads to structure responses to RFPs, RFIs, and RFQs. It systematically parses complex requirements, maps product proof-points to identify strategic gaps (GAP audit), develops win-themes using the Shipley method, and calculates a defensible winrate estimate to guide a decisive bid/no-bid decision. Focuses on strategy, not narrative writing.

Generates an exhaustive, executable 12-month marketing plan structured by the AARRR framework (Acquisition, Activation, Retention, Referral, Revenue). Acting as a fractional CMO, this tool tailors strategies to the client's specific budget, team capabilities, and business stage. It creates a single, actionable roadmap, complete with current-state audits and strategic recommendations, ideal for investor updates or internal team alignment.

Cleans a weekly CRM CSV export by removing duplicate rows and summing revenue by region. Useful for quickly generating a structured sales summary for narration, dashboards, or PDF reporting.

This skill generates a comprehensive, slide-by-slide narrative structure for high-stakes board presentations. It guides users on framing the quarter's story, presenting key financial metrics (KPIs, P&L), strategic updates, and defining clear asks for investors and directors. Ideal for quarterly board meetings, funding rounds, or annual corporate reviews.

Transforms complex financial model outputs (P&L, balance sheet figures) into clear, structured, and compelling written narratives. Ideal for preparing board packs, investor updates, or executive management reports by translating mere numbers into actionable stories. The output provides headline insights, detailed driver analysis, variance explanations, and robust forward-looking commentary tailored to specific audiences.

This advanced skill generates complete, highly structured grant proposals and funding applications tailored to funder priorities. It moves beyond generic writing by producing detailed sections including project summary, problem statement, SMART objectives, methodology, measurable impact outcomes, and a comprehensive budget narrative. Use this when applying for research grants, charitable funding, or innovation funds to maximize your chance of securing necessary resources.

This skill guides you through creating a professional and highly structured investor pitch deck narrative. It focuses specifically on what venture capitalists and angel investors need to see, detailing the purpose, required evidence, and key messages for every slide (Problem, Solution, Traction, Market, Team, The Ask). Essential for startups raising capital.

This skill generates a comprehensive metrics framework for any product, team, or business. It connects the North Star Metric to supporting drivers using established models like AARRR, HEART, or OKR. The output is a structured, actionable metric hierarchy, including definitions, counter-metrics, and dashboard recommendations to guide strategic decision-making.