Finta is an AI-powered investment management platform designed to streamline the fundraising process for startups and small businesses. By automating workflows and providing a comprehensive database of potential investors, Finta enhances the efficiency and effectiveness of securing capital.
Performance Score
A
Content/Output Quality
High
Interface
User-Friendly
AI Technology
Advanced
Purpose of Tool
Fundraising Automation
Compatibility
Multiple Platforms
Pricing
Free Plan; Paid Plans from $99/month
Who is Best for Using Finta?
- Startups: Seeking efficient fundraising solutions.
- Small Businesses: Aiming to streamline investor relations.
- Fund Managers: Looking to manage multiple deals effectively.
- Private Market Allocators: Interested in optimizing investment processes.
AI-Powered Investor CRM
Secure Deal Rooms
Investor Database
AI-Driven Email Scripts
Mobile App Access
Integration with CRM Systems
Real-Time Insights
Collaboration Tools
Is Finta Free?
Finta offers a free basic plan that includes core CRM functionality, deal room management, and investor database integration. This plan supports up to 25 contacts, 1,000 deal links, and 5,000 team members, making it accessible for startups and small businesses to begin their fundraising journey without initial investment.
Pricing Plans
- Free Plan: Includes core CRM functionality, deal room management, and investor database integration. Supports up to 25 contacts, 1,000 deal links, and 5,000 team members.
- Copilot Plan – $99/month: Offers complete CRM capabilities plus Finta's innovative Aurora AI features. Supports unlimited deals, documents, and team members, providing comprehensive tools for scaling fundraising operations.
- Go Pro Plan – Custom Pricing: Designed for the most ambitious fundraising journeys, this plan offers premium onboarding services, dedicated deal preparation support, and advanced deal management tools. Pricing is customized based on specific needs and requirements.
Pros & Cons
AI-driven CRM automates fundraising workflows.
Secure deal rooms facilitate efficient document sharing.
Comprehensive investor database aids in targeted outreach.
AI-generated email scripts enhance communication effectiveness.
Mobile app provides real-time access to fundraising activities.
Free plan has limitations on contacts and deal links.
Advanced features require subscription to paid plans.
Custom pricing for Go Pro Plan may be a barrier for some users.
Integration with some CRM systems may require additional setup.
Mobile app may have limited functionality compared to desktop version.
