Skill UI

Automate critical business workflows within the Finta platform using built-in rules and Zapier integrations. This tool allows users to trigger external actions based on key events, such as investor replies, pipeline stage changes, or deal room viewing. Ideal for setting up automated follow-up reminders, syncing CRM data to Slack/Google Sheets, and ensuring seamless communication across your fundraising tech stack.

A comprehensive guide for startups to maximize Return on Investment (ROI) by optimizing operational costs and leveraging R&D tax credits. This skill covers strategies for improving bookkeeping efficiency, structuring employment (W-2 vs. contractor), selecting the optimal financial plan, and minimizing overall accounting complexity using Fondo's tools.

An elite advisory skill designed for CTOs, IT Managers, and digital leaders. It acts as a collective intelligence of eight experts, providing comprehensive guidance on modern IT strategy, governance, and operational excellence. Core capabilities include FinOps management, AI governance roadmapping, C-suite executive communication, and aligning technology investments with core business value.

This domain-agnostic skill ranks impediments, risks, and gaps by using a specialized value-stream scoring model. It evaluates countermeasures based on four criteria: Return on Investment (ROI), Cost to Implement, Ease of Deployment, and Risk Factor. A proprietary formula calculates a final Priority score (1-100), allowing users to quickly determine the optimal sequence for remediation, improvement backlogs, or triage items.