Finta Install & Auth
Overview
Set up Finta fundraising CRM at trustfinta.com. Finta is a UI-first platform for managing fundraising pipelines, investor relationships, and deal rooms. Integration is via email/calendar sync and the Finta web app -- there is no public REST API.
Prerequisites
Instructions
Step 1: Create Account
- Sign up at https://www.trustfinta.com
- Complete onboarding wizard with company details
- Select your fundraising stage (Pre-seed, Seed, Series A, etc.)
Step 2: Connect Email
Finta syncs with Gmail and Outlook to automatically track investor communications:
- Go to Settings > Integrations
- Click Connect Gmail or Connect Outlook
- Grant read access for email tracking
- Finta will auto-detect investor conversations and update pipeline stages
Step 3: Connect Calendar
- Go to Settings > Integrations
- Click Connect Google Calendar or Connect Outlook Calendar
- Meetings with investors will auto-log to the pipeline
Step 4: Import Existing Investors
-
CSV Import: Upload a spreadsheet with investor name, firm, email, stage
-
Manual Entry: Add investors one by one in the Pipeline view
-
Aurora AI: Let Finta's AI prospect matching find relevant investors
Step 5: Configure Pipeline Stages
Default stages (customizable):
- Researching
- Reaching Out
- Intro Meeting
- Follow-up
- Due Diligence
- Term Sheet
- Closed
Error Handling
| Issue |
Cause |
Solution |
| Email sync not working |
OAuth expired |
Reconnect in Settings > Integrations |
| Calendar events missing |
Wrong calendar selected |
Select correct calendar |
| CSV import fails |
Wrong format |
Use Finta template CSV |
| Duplicate investors |
Re-import |
Merge duplicates in UI |
Resources
Next Steps
Proceed to finta-hello-world to set up your first fundraise pipeline.
