The Finta Master Plan, Revealed

A $1 Trillion Problem

Every year, more than $1 trillion is raised across private markets. Yet, countless founders, fund managers, real estate developers, and dealmakers watch their visions fade due to the number-one company killer: a lack of capital. They drown in endless spreadsheets, unproductive conversations, and disconnected workflows—spending valuable time on activities where they have the least expertise: raising capital.

This is why we started Finta.

We Are On A Mission To Unlock Capital Access For All.

We believe that combining cutting-edge technology with best practices from the world’s most successful entrepreneurs can fundamentally transform how people from any background secure the capital they need. From day one, our core principle has been to eliminate complexity from fundraising, freeing business leaders from administrative tasks so they can focus on strategy, relationships, and execution.

We have real-world success stories (see here, here and here) demonstrating that Finta works. Now, we’d like to share our roadmap for the future.

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Step 1: Everything in One Place

Traditionally, raising capital involves stitching together multiple disconnected tools:

• Investor databases for leads
• Excel or Google Sheets for contact tracking
• DocSend or Drive for pitch decks and data rooms
• Wire transfers coordinated via email
• Expensive cap table management software
• A chaotic mix of emails, calls, and meetings tying it all together

This fragmented approach is tedious, stressful, and inefficient—words directly echoed by our customers—and frequently stalls deals.

Finta integrates everything into one cohesive, intelligent environment. Central to this environment is Aurora, our AI assistant. Aurora relies on a steady stream of timely, context-rich data to make informed decisions. Rather than simply processing spreadsheets of contacts, Aurora comprehensively understands your business, analyzing pitch decks, websites, investor histories, and real-time communications:

• Company Context: Aurora reviews pitch decks, websites, and key deal details to fully grasp your business.
• Investor Intelligence: We automatically prospect and enrich contacts, providing Aurora with relevant background and historical data.
• Real-Time Awareness: Aurora syncs emails and meetings across your funnel, enabling precise follow-ups and personalized communication.‍
• Expert Knowledge: Aurora leverages decades of private capital market data, reasoning and acting with the experience of a seasoned dealmaker.

With Finta’s unified system, AI gets the exact right data at the exact right time, so you can do in minutes what used to take entire teams (and endless spreadsheets) days or weeks.

We tracked over half a billion dollars in capital across more than 20,000 investors last year alone, and we’re just getting started. Finta's Intelligent Environment is the foundation that makes sophisticated deal-making not only possible, but repeatable—for any team, anywhere.

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Step 2: Let Aurora Do the Work

In traditional software tools, you bear the burden: manually entering data, scheduling communications, and clicking through each task.

Finta flips this paradigm. Built on our intelligent environment, Aurora operates as an AI-driven agent, proactively thinking, reasoning, and executing tasks within your workflow:

• Prospect: Aurora identifies and ranks top prospects, highlighting the strongest pathways for warm introductions through your networks.
• Deep Research: Aurora performs extensive research using enriched data to uncover insights about contacts, tracking relevant backgrounds, news, investment theses, and more.
• Communication: Aurora drafts highly personalized emails by synthesizing data across the platform, fostering genuine connections with contacts.
• ‍CRM Automation: Aurora automatically adds new prospects, updates pipeline statuses, and maintains your funnel, minimizing your manual workload.

While many envision an AI powered future, Aurora is already here—live today, saving hundreds of hours and accelerating deal closes faster and smarter than ever.

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Step 3: Expanding Our AI Advantage

Our first workflow automation was fundraising in the venture capital market for founders and general partners. Where the friction is high, relationships are critical, and time is precious. But every private capital workflow, from later-stage venture to private equity, real estate, and M&A, follows a similar trust-driven process. Relationship-building, data-sharing, and back-and-forth negotiations exist everywhere.

"Business follows the path of highest trust — across every market."

Creating agentic AI that deeply understands deals, the individuals involved, real-time dynamics, and workflow nuances is our specialty.

As AI models continue to advance  (GPT-4, GPT-5, and beyond), Aurora’s sophisticated reasoning and specialized workflows will continually expand, allowing Finta to seamlessly scale into adjacent capital markets.

So in short, the Finta Master plan is:

1. Centralize all data about your deals, contacts, real time communication, and workflow.
2. Empower Aurora to think, reason, and execute tasks across a workflow like a human deal-maker.
3. Finta is the universal "trust engine" to accomplish any high-value, trust-based transaction.

Join Us In Building The Future Of Private Capital.