Change Log
The investor CRM designed to be your
A.I. fundraising assistant.
The investor CRM designed to be your
A.I. fundraising assistant.
Finta Networks
Warm introductions are key to closing capital faster, but unlocking these connections has often been challenging. Enter Finta Networks—a streamlined solution for generating valuable, actionable investor networks.
With Finta Networks, users can now sync their email contacts, automatically enriched with profile information like job title, organization, website, social links, and more. Each connection is ranked by relationship strength, allowing users to focus on their most impactful connections. For Finta Pro users, new contacts will sync automatically each week. Finta Networks is now live and available to all users, empowering organizations to unlock warm introductions across their existing stakeholders to reach potential investors seamlessly.
Valuation Modeling
Finta’s cap table now includes valuation and equity modeling, enhancing users' ability to project equity outcomes.
We’ve also updated the UI for viewing emails and meetings, creating a more intuitive experience.
Additionally, new partnerships have been added to the Perks page, offering expanded resources for our users.
Email Open Tracking
Finta now offers email open tracking, enabling users to monitor when recipients open emails. This feature provides valuable insights into engagement levels, allowing for more informed follow-ups and improved communication strategies.
Highlighting Unread Emails
Knowing which investors require followup is critical to executing fundraising workflows. Now Finta highlights unread emails right in the CRM overview. Allowing users to quickly read incoming emails and instantly draft replies with the click of a button.
Aurora A.I. - Automatically Generated Replies
With email communication history now being synced for contacts in Finta, users can now automatically generate replies with Aurora.
Drafting hyper personalized email replies through a combination of real time communication history, stage awareness of contact in the funnel, expert fundraising knowledge, and deal information.
Syncing Emails, Calendars, and Contacts
Integrating full email, calendar, and contact synchronization into Finta. Offering a unified platform to manage all fundraising communications and schedules efficiently.
Email: Users can now see emails and manage all investor communications directly within the platform. Ensuring that all relevant interactions are easily accessible and organized, streamlining the communication process.
Calendar: Incorporating calendar functionalities allows users to now see upcoming and past meetings without leaving Finta.
Contacts: Foundation support for the upcoming new version of automated investor networks.
Connect your email address via Google, Microsoft, or IMAP on the manage account page to utilize the new syncing abilities.
More Personalized Email Generations
Finta’s email composer now supports AI-powered email generation directly within the composer. Allowing users to trigger custom drafted emails.
CASA Tier 2 Audit
Finta has passed the CASA Tier 2 audit, validating our commitment to top-tier data security.
This achievement assures users of robust protection for sensitive information.
Aurora A.I. - Improved Reasoning & Personalization
A overhauled backend infrastructure for how Aurora reasons, uses tools and executes tasks. Aurora is now more personalized then ever.
Along with refreshed Chat UI for Aurora.
Aurora A.I. - Finta Knowledge
Aurora can now access the Finta Help Center to understand every page and feature within the platform.
Additional streamlining around how Aurora accesses expert venture capital & fundraising knowledge.
Accreditation Changes for Deal Rooms
Requiring accreditation on deal room closing pages can now be toggled off to better support additional deal types.
New Platform Pricing
Re-introducing monthly plans at $99, with new annual subscriptions. Visit our new pricing page for additional information.
Fixed a bug with deal owner name on share links.
Email Composer Improvements
Our new email composer adds support for inline images and attachments. As well as the ability to control email signatures for emails sent from Finta.
Support added for connection of email accounts via IMAP.
Added Finta Perks for new partnerships with Behivv, Mercury, Meow, Brex and more.
Added Finta Help Center, now with over 30+ step by step guides on how to get the most out of Finta.
Model Upgrades
Users on the free plan now use GPT-4o Mini instead of GPT 3.5 Turbo. Users on the pro plan still always most advanced model available.
Fixed sorting bug for columns in the CRM.
New Website
Why hello there! But enough about this fancy new website. Let's get to the product:
CRM Pipeline now supports multi-stage selection.
A.I. Deal Memo's now read deal websites to improve personalization and quality of investor memo's.
Fixed a bug with CRM contact reminders.
Aurora A.I. - Add Contacts To Account
Aurora has a new superpower, adding contacts to your CRM mid-conversation. Go ahead and ask her to find you some investors, research them, and then add them to your account for you!
Improved Contact Research
Improved web page reading for Aurora, increasing how accurate Aurora AI Investor Research reports are.
Clearer UI for which pipelines are currently selected on the CRM.
Improvements in AI Chat streaming.
Aurora A.I. - New Contact Research
Released a new AI research tool generating research reports for each contact in the CRM.
Once research is completed you will see the research in the expanded investor details.
After you do basic research, you can ask specific follow up questions and then chat that contact with Aurora.
Aurora A.I. - GPT Vision
Support for attachments within Aurora A.I.'s chat interface and use of GPT Vision. Improvement of Aurora's usability on mobile. Improvements in rich text formatting and markdown within chat UI's.
Warm Introduction Improvements + GPT-4o As Default
Improvements to how new composer handles drafting warm introduction request. Makes GPT-4o the default model for Pro users.
New Email Composer & Support For Microsoft Authentication
Brand new email composer with direct integration to existing email scripts. Support for connecting Microsoft Accounts in addition to Google Accounts.
Launch of Finta Docs
Added ability to share only pitch decks with new deck links in addition to existing deal rooms.
Support for increased optionality when setting permissions for deal links
Aurora A.I. - Fundraising Knowledge
Aurora can now access decades of venture capital & fundraising knowledge to expertly guide users through their fundraising workflows.
