Last updated 07-30-2026
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Finta (formerly Finta For Fundraising)
Finta is a finance workspace for private market fundraising that combines CRM contact tracking, shareable deal rooms, and an investor prospects database in one dashboard. Founders and fund managers run outreach, due diligence, and closing steps without juggling spreadsheets, email threads, and scattered file shares. The marketing site lists more than 10,000 companies, funds, and partners as users across capital markets workflows.
Most fundraising CRMs treat deal rooms as attachments. Finta links pipeline stages to how prospects behave inside shared links that host pitch decks, closing documents, and ACH, wire, or check payment collection. Aurora, the built-in agent, drafts personalized outreach, runs research tasks, and connects to external assistants through Aurora MCP so you can update records without clicking through every screen.
Startup founders raising venture rounds, emerging fund managers tracking LP conversations, and serial operators running multiple deals are the clearest fit. Finta Academy adds guided fundraising coursework, while the iOS and iPadOS app lets teams save prospects and share decks away from a desk. Advisor and shareholder networks feed warm intro suggestions so outreach starts from mutual connections instead of cold lists.
Launch plan costs $29 per seat per month and includes deal rooms, data rooms, and a prospects database
Aurora drafts personalized emails, runs deep research, and auto-updates CRM stages from deal room activity
Pro plan requires minimum 3 seats at $59 per seat per month for unlimited deals and Aurora access
Share deal rooms that accept ACH, wire, and check transfers with engagement metrics on each document
Built-in investor database recommends matches from your deal details with LinkedIn profiles for warm intros
iOS and iPadOS app tracks pipeline, saves prospects, and shares deals from mobile devices
CRM auto-updates contact stages when prospects engage with shared deal rooms
Aurora drafts outreach and runs research across inbox, calendar, and documents
Accept ACH, wire, and check transfers directly through deal room share links
Warm intro mapping surfaces second-degree connections from your team network
iOS and iPadOS app for mobile pipeline tracking and deck sharing
Pro plan requires minimum 3 seats, so solo founders pay for unused seats
Launch caps CRM contacts at 200 and data room documents at 25
Elite concierge pricing requires contacting sales with no published rate
Does Finta offer a free trial?
Yes. Finta offers a 14-day trial on the Launch plan before paid billing starts. Launch includes the CRM, deal rooms, data rooms, and prospects database at $29 per seat per month when billed monthly.
What does Finta Launch cost?
Finta Launch is $29 per seat per month on monthly billing or $20 per seat per month on annual billing. The plan includes up to 3 team members, 200 CRM contacts, 25 data room documents, and 2 deal share links.
What is Aurora in Finta?
Aurora is Finta's built-in agent that drafts outreach emails, runs deep research, and updates CRM stages as prospects engage with your deal rooms. Pro subscribers get Aurora access, and Aurora MCP lets external AI assistants manage CRM records through natural language.
Does Finta have a mobile app?
Yes. Finta offers a native app for iOS and iPadOS that tracks your pipeline in real time, saves new prospects to the CRM, and shares deals and pitch decks from mobile devices.
How many CRM contacts on Finta Launch?
Finta Launch supports up to 200 CRM contacts, 25 data room documents, and 2 deal share links. The Pro plan raises the contact cap to 2,000 and includes unlimited deals, documents, and team members with a minimum of 3 seats.
Can Finta deal rooms accept payments?
Yes. Finta deal room share links can accept ACH, wire, and check transfers alongside pitch decks and closing documents. The platform also tracks time engaged and document engagement metrics on each shared file.