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Agent skill

Finta Core Workflow A

by jeremylongshore in jeremylongshore/tons-of-skills-marketplace

Manage a fundraise pipeline end-to-end with Finta. An agent skill from jeremylongshore/tons-of-skills-marketplace.

MITAuto-check passedBusiness, Finance & HR

Install Finta Core Workflow A

skills CLI
$ npx skills add jeremylongshore/tons-of-skills-marketplace --skill finta-core-workflow-a -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install jeremylongshore/tons-of-skills-marketplace finta-core-workflow-a --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/jeremylongshore/tons-of-skills-marketplace.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/.curated/finta-core-workflow-a .claude/skills/finta-core-workflow-a && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
finta-core-workflow-a
GitHub stars
2.8k
Token cost
~1k tokens
SKILL.md length
441 words
Files
1
Skills in repo
3,342
Repo updated
First seen
Licence
MIT

At a glance

Manage a fundraise pipeline end-to-end with Finta. An agent skill from jeremylongshore/tons-of-skills-marketplace.

  • Works in 5 steps: Investor Prospecting with Aurora AI → Outreach Campaign → Deal Room Setup → …
  • Running a fundraise
  • SKILL.md covers Overview, Prerequisites, Instructions and Fundraise Metrics Dashboard, plus 5 more sections
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Finta Core Workflow A is an agent skill from jeremylongshore/tons-of-skills-marketplace. Manage a fundraise pipeline end-to-end with Finta. Use when running a fundraise, tracking investor conversations, managing deal rooms, or collecting commitments. Trigger with phrases like "finta fundraise", "finta pipeline management", "finta investor tracking", "run fundraise with finta".

Its SKILL.md is about 1k tokens, which your agent loads only when the skill is triggered. It is a single SKILL.md file with no bundled scripts. Compatibility notes: Designed for Claude Code

It sits in Business, Finance & HR, covering Fundraising and pitch decks and CRM management. The repository describes itself as: Model-agnostic agent-skills platform with a harness-free canonical layer, verified adapters, and the ccpi package manager. Explore at tonsofskills.com. The licence is MIT.

When your agent uses it

  • Running a fundraise
  • Tracking investor conversations
  • Managing deal rooms
  • Collecting commitments

Example prompts

  • “finta fundraise”
  • “finta pipeline management”
  • “finta investor tracking”
  • “/finta-core-workflow-a”

Requirements

  • Compatibility (from SKILL.md): Designed for Claude Code
  • Pre-approved tools (allowed-tools): Read, Write, Edit, Grep

Workflow steps

5 steps, taken from the step headings in SKILL.md.

  1. Investor Prospecting with Aurora AI
  2. Outreach Campaign
  3. Deal Room Setup
  4. Due Diligence Management
  5. Close and Collect

What it can do on your machine

Read from SKILL.md and the folder at commit cfae287. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves these tools, so the agent can use them without asking each time:

    • Read
    • Write
    • Edit
    • Grep

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    No scripts in the folder and no shell commands in SKILL.md.

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    Links to these hosts (documentation or services it may open):

    • trustfinta.com

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

  • Compatibility

    Designed for Claude Code

    From compatibility in the SKILL.md frontmatter.

Context cost

Finta Core Workflow A loads about 1k tokens when it runs. Until then it costs about 78 tokens; SKILL.md has 441 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~78
When it runs · the whole SKILL.md, loaded when a task matches
~1k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from jeremylongshore/tons-of-skills-marketplace at commit cfae287, republished under its MIT licence (© jeremylongshore). 441 words, ~1,011 tokens.

Download SKILL.mdSave it as .claude/skills/finta-core-workflow-a/SKILL.md (or your agent's skills folder).
name
finta-core-workflow-a
description
Manage a fundraise pipeline end-to-end with Finta. Use when running a fundraise, tracking investor conversations, managing deal rooms, or collecting commitments. Trigger with phrases like "finta fundraise", "finta pipeline management", "finta investor tracking", "run fundraise with finta".
allowed-tools
Read, Write, Edit, Grep
compatibility
Designed for Claude Code
version
1.7.0
license
MIT
author
Jeremy Longshore <jeremy@intentsolutions.io>
tags
saas, fundraising-crm, investor-management, finta

Finta Core Workflow: Fundraise Pipeline

Overview

End-to-end fundraise management with Finta: prospect investors, manage outreach, track meetings, handle due diligence, and close commitments.

Prerequisites

  • A reviewed fundraising plan, authorized team roles, and a current recipient/intro consent policy.
  • Verified source documents and metrics, with access limited per investor and stage.
  • An internal owner for approvals of outreach, deal-room content, and any payment or commitment workflow.

Instructions

Step 1: Investor Prospecting with Aurora AI

Aurora AI analyzes your company profile and recommends investors based on:

  • Thesis alignment (sector, stage, geography)
  • Historical investment behavior
  • Warm introduction availability from your network

Navigate to Investors > Discover and review AI-ranked suggestions.

Step 2: Outreach Campaign
  1. Select investors to contact
  2. Use Finta's AI-assisted email composer for personalized outreach
  3. Finta auto-tracks replies and updates pipeline stages

Stage automation rules:

  • Investor opens email --> "Reaching Out" (stays)
  • Investor replies --> auto-advance to "Intro Meeting"
  • Meeting scheduled --> confirm via calendar sync
Step 3: Deal Room Setup

For each active conversation:

  1. Create a Deal Room with relevant materials
  2. Upload: pitch deck, financial model, cap table, team bios
  3. Share link with investor
  4. Monitor analytics: views, time spent, pages viewed
Step 4: Due Diligence Management
  1. Create a Data Room for detailed document sharing
  2. Organize by category: legal, financial, technical, team
  3. Set permission-based access (view-only, download, etc.)
  4. Track which documents investors have reviewed
Step 5: Close and Collect
  1. Move investor to "Term Sheet" stage when term sheet received
  2. Review terms in Finta's term sheet comparison view
  3. Accept and move to "Closed"
  4. Use Stripe/ACH integration to send payment links
  5. Collect committed capital directly through Finta
Show full SKILL.md (167 more words)Show less

Fundraise Metrics Dashboard

Track in Finta or export for custom analysis:

  • Total pipeline value
  • Conversion rate by stage
  • Average time in each stage
  • Top investor engagement (deal room views)
  • Warm intro utilization rate

Error Handling

IssueCauseSolution
Emails not trackingOAuth disconnectedReconnect in Settings
Deal room views not loggingBrowser blockingShare via direct email
Payment link expiredStripe session timeoutGenerate new link
Aurora suggestions poorIncomplete profileComplete all company fields

Output

Maintain a controlled pipeline record with the stage owner, permitted materials, last approved communication, and next action. Keep investor-level contact details, deal-room analytics, cap-table data, and commitment terms in approved systems only.

Examples

Create a test round using fictitious organizations and staged documents. Have the owner review the audience and document permissions before sending a test outreach. Confirm a stage update is auditable and that removing a test participant immediately removes access to restricted material.

Resources

Next Steps

For investor relations and updates, see finta-core-workflow-b.

© jeremylongshore, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

Just SKILL.md in skills/.curated/finta-core-workflow-a of jeremylongshore/tons-of-skills-marketplace.

Open the folder on GitHubat commit cfae287

Compare with similar skills

Finta Core Workflow A next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Finta Core Workflow A compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Finta Core Workflow A this skilljeremylongshore/tons-of-skills-marketplace2.8k—~1kAutomated safety check: PassMIT
Apify Buying Signal Detectionapify/awesome-skills266—~5.1kAutomated safety check: NotesApache-2.0
Investor Outreachaffaan-m/ECC277k6 repos~664Automated safety check: PassMIT
Investor Call Prepgooseworks-ai/goose-skills1.2k1 repos~3.8kAutomated safety check: PassMIT
Dossierborghei/Claude-Skills891—~2kAutomated safety check: PassMIT
Know Your CustomerJoelLewis/finance_skills206—~3.6kAutomated safety check: PassMIT

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Categories

Questions about Finta Core Workflow A

What does Finta Core Workflow A do?

Manage a fundraise pipeline end-to-end with Finta. An agent skill from jeremylongshore/tons-of-skills-marketplace. Finta Core Workflow A is an agent skill from jeremylongshore/tons-of-skills-marketplace. Manage a fundraise pipeline end-to-end with Finta.

When should I use Finta Core Workflow A?

Finta Core Workflow A fits situations like: running a fundraise; tracking investor conversations; managing deal rooms; collecting commitments.

How do I install Finta Core Workflow A in Claude Code?

Run `npx skills add jeremylongshore/tons-of-skills-marketplace --skill finta-core-workflow-a -a claude-code`. Or copy the skill folder (skills/.curated/finta-core-workflow-a in jeremylongshore/tons-of-skills-marketplace) into .claude/skills/finta-core-workflow-a in your project. Claude Code loads it when a task matches its description.

How do I install Finta Core Workflow A in Codex?

Run `npx skills add jeremylongshore/tons-of-skills-marketplace --skill finta-core-workflow-a -a codex`. Or copy the skill folder (skills/.curated/finta-core-workflow-a in jeremylongshore/tons-of-skills-marketplace) into .agents/skills/finta-core-workflow-a in your project. Codex loads it when a task matches its description.

Can I use Finta Core Workflow A in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add jeremylongshore/tons-of-skills-marketplace --skill finta-core-workflow-a -a cursor` (or -a -a, -a or -a for the others). To copy it by hand, put the folder in .cursor/skills/finta-core-workflow-a, .gemini/skills/finta-core-workflow-a, .github/skills/finta-core-workflow-a and .opencode/skills/finta-core-workflow-a in your project.

What does Finta Core Workflow A need to run?

SKILL.md names no scripts, command-line tools or credentials: Finta Core Workflow A is instructions for the agent only. Its frontmatter pre-approves these tools: Read, Write, Edit, Grep. Compatibility (from SKILL.md): Designed for Claude Code.

Does Finta Core Workflow A access the network?

SKILL.md names 1 domain. As links in the text: trustfinta.com. This is read from the text; nothing was executed.

Is Finta Core Workflow A safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Finta Core Workflow A use?

Finta Core Workflow A is published under the MIT licence (declared in SKILL.md). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Finta Core Workflow A use?

About 1k tokens (SKILL.md is roughly 4k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to Finta Core Workflow A?

Skills that share tags, products or a category with Finta Core Workflow A: Apify Buying Signal Detection (apify/awesome-skills, 266 stars), Investor Outreach (affaan-m/ECC, 277k stars), Investor Call Prep (gooseworks-ai/goose-skills, 1.2k stars) and Dossier (borghei/Claude-Skills, 891 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Finta Core Workflow A?

jeremylongshore (a GitHub user) maintains it in jeremylongshore/tons-of-skills-marketplace, which has 2,827 GitHub stars. The repository holds 3,342 skills in this directory. The repository was last updated on October 10, 2026.

Source: jeremylongshore/tons-of-skills-marketplace on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.