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Agent skill

Finta Core Workflow B

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

Manage ongoing investor relations and updates with Finta. An agent skill from jeremylongshore/tons-of-skills-marketplace.

MITAuto-check passedBusiness, Finance & HR

Install Finta Core Workflow B

skills CLI
$ npx skills add jeremylongshore/tons-of-skills-marketplace --skill finta-core-workflow-b -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-b --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-b .claude/skills/finta-core-workflow-b && 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-b
GitHub stars
2.8k
Token cost
~876 tokens
SKILL.md length
337 words
Files
1
Skills in repo
3,342
Repo updated
First seen
Licence
MIT

At a glance

Manage ongoing investor relations and updates with Finta. An agent skill from jeremylongshore/tons-of-skills-marketplace.

  • Works in 5 steps: Go to Updates > New Update → Select template (monthly, quarterly, or… → Finta auto-populates metrics from… → …
  • Sending investor updates
  • SKILL.md covers Overview, Prerequisites, Instructions and Output, plus 4 more sections
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Finta Core Workflow B is an agent skill from jeremylongshore/tons-of-skills-marketplace. Manage ongoing investor relations and updates with Finta. Use when sending investor updates, tracking cap table changes, or maintaining LP relationships post-close. Trigger with phrases like "finta investor updates", "finta LP management", "finta post-close", "finta investor relations".

Its SKILL.md is about 880 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 Financial modeling. 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

  • Sending investor updates
  • Tracking cap table changes
  • Maintaining LP relationships post-close
  • With phrases like finta investor updates

Example prompts

  • “finta investor updates”
  • “finta LP management”
  • “finta post-close”
  • “/finta-core-workflow-b”

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 first numbered list in SKILL.md.

  1. Go to Updates > New Update
  2. Select template (monthly, quarterly, or custom)
  3. Finta auto-populates metrics from connected financial tools
  4. Add qualitative updates (milestones, challenges, asks)
  5. Send to all investors or select groups

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 B loads about 876 tokens when it runs. Until then it costs about 77 tokens; SKILL.md has 337 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~77
When it runs · the whole SKILL.md, loaded when a task matches
~876

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). 337 words, ~876 tokens.

Download SKILL.mdSave it as .claude/skills/finta-core-workflow-b/SKILL.md (or your agent's skills folder).
name
finta-core-workflow-b
description
Manage ongoing investor relations and updates with Finta. Use when sending investor updates, tracking cap table changes, or maintaining LP relationships post-close. Trigger with phrases like "finta investor updates", "finta LP management", "finta post-close", "finta investor relations".
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: Investor Relations

Overview

Post-fundraise investor management: send periodic updates, share metrics, manage cap table, and maintain relationships for future rounds.

Prerequisites

  • Confirm the update audience, source-of-truth metrics, and internal approval owner.
  • Verify that recipients are authorized for the selected content and documents.
  • Prepare a redacted draft outside of production mailing lists for review.

Instructions

Investor Updates
  1. Go to Updates > New Update
  2. Select template (monthly, quarterly, or custom)
  3. Finta auto-populates metrics from connected financial tools:
    • MRR/ARR from Stripe
    • Cash and burn rate from Mercury/Brex
    • Runway calculation
  4. Add qualitative updates (milestones, challenges, asks)
  5. Send to all investors or select groups
Update Template
Subject: [Company] Monthly Update - March 2026

Key Metrics:
- MRR: $X (up Y% MoM)
- ARR: $X
- Burn Rate: $X/month
- Runway: X months
- Headcount: X

Highlights:
- [Achievement 1]
- [Achievement 2]

Challenges:
- [Challenge and plan to address]

Asks:
- Introductions to [specific companies/people]
- Feedback on [specific topic]
Warm Introduction Network

Finta's network feature identifies 2nd-degree connections:

  1. Go to Network > Find Introductions
  2. Select target investor
  3. Finta shows mutual connections from your team, advisors, and existing investors
  4. Request introduction through the platform
Cap Table Tracking
  • Import cap table from Carta, Pulley, or CSV
  • Track ownership percentages after each round
  • Model dilution for future rounds
  • Export for legal and compliance

Output

Create an approved investor-update record containing the audience segment, source metric date, reviewer, send time, and any open follow-up requests. Keep cap-table exports and recipient-level details in their approved systems, not in local drafts or repository files.

Error Handling

  • Stop a send when the recipient segment, attached document permissions, or source metrics cannot be verified.
  • Treat bounced messages, unsubscribe requests, or audience mismatches as a review queue; do not automatically resend to an alternate address.
  • If connected metrics are stale or incomplete, label the update as pending and obtain an owner’s decision before sending.
  • Revoke access and document the correction if a restricted update or document is shared with the wrong audience.

Examples

Draft a monthly update with fictional metrics, have the designated reviewer approve the audience, and send it only to a test segment. Verify the activity record and document permissions, then use the same reviewed template for the authorized production segment.

Resources

Next Steps

For troubleshooting, see finta-common-errors.

© 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-b of jeremylongshore/tons-of-skills-marketplace.

Open the folder on GitHubat commit cfae287

Compare with similar skills

Finta Core Workflow B 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 B compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Finta Core Workflow B this skilljeremylongshore/tons-of-skills-marketplace2.8k—~876Automated safety check: PassMIT
Investor Materialscohen-liel/hivemind1106 repos~681Automated safety check: PassApache-2.0
Startup Financial Modelingwshobson/agents40k—~1.9kAutomated safety check: PassMIT
Ib Pitch Booknexu-io/open-design100k—~2kAutomated safety check: PassApache-2.0
Cap Table Waterfalldavepoon/buildwithclaude3.6k—~1.1kAutomated safety check: PassMIT
Pitch Deckericrisco/rsc-harness180—~3.4kAutomated safety check: PassMIT

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Categories

Questions about Finta Core Workflow B

What does Finta Core Workflow B do?

Manage ongoing investor relations and updates with Finta. An agent skill from jeremylongshore/tons-of-skills-marketplace. Finta Core Workflow B is an agent skill from jeremylongshore/tons-of-skills-marketplace. Manage ongoing investor relations and updates with Finta.

When should I use Finta Core Workflow B?

Finta Core Workflow B fits situations like: sending investor updates; tracking cap table changes; maintaining LP relationships post-close; with phrases like finta investor updates.

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

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

How do I install Finta Core Workflow B in Codex?

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

Can I use Finta Core Workflow B 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-b -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/finta-core-workflow-b, .gemini/skills/finta-core-workflow-b, .github/skills/finta-core-workflow-b and .opencode/skills/finta-core-workflow-b in your project.

What does Finta Core Workflow B need to run?

SKILL.md names no scripts, command-line tools or credentials: Finta Core Workflow B 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 B 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 B 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 B use?

Finta Core Workflow B 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 B use?

About 876 tokens (SKILL.md is roughly 3.5k 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 B?

Skills that share tags, products or a category with Finta Core Workflow B: Investor Materials (cohen-liel/hivemind, 110 stars), Startup Financial Modeling (wshobson/agents, 40k stars), Ib Pitch Book (nexu-io/open-design, 100k stars) and Cap Table Waterfall (davepoon/buildwithclaude, 3.6k 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 B?

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.