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).

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.