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Finta

price
similarweb
rating
Pricing
Monthly visits
Freemium
23.1K
#30
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TrustFinta is a fundraising copilot that automates the fundraising workflow end to end, providing a CRM with automation at its core, personalized email scripts, and a financial projection model template.

FEATURES

  • 💰 Investment Processing: Finta allows you to securely accept investment fund transfers in your deal room through a simple ACH, check, or wire.
  • 🎯 Identify Target Investors: Find the right investors for your company with Finta’s help.
  • 🚀 Launch Deal Outreach: Finta’s CRM provides one epic mission control for all your investor relations, making it easier to launch deal outreach.
  • 💼 Equity Management: Finta helps you manage your investors and advisors, including activating them for investment.
  • 📈 Include as Little or as Much Information as You’d Like: Finta allows you to customize the information you share with investors.

USE CASES

  • 💰 Fundraising Automation: Finta automates the fundraising workflow, making it easy, comprehensive, and a game changer for businesses.
  • 📊 Cap Table Management: It provides built-in support for vesting shares and analytical tools for maintaining cap tables, making it easier to track equity and comply with regulations.
  • 🔒 Privacy Policy: Finta’s privacy policy ensures the collection, use, and disclosure of personal data is in accordance with the user’s choices and applicable laws.
  • 🤝 Case Studies: Finta has been used by companies to raise funds, manage investor relations, and streamline the fundraising process, offering tools such as cap table management and data rooms.
  • 📄 Terms of Service: The terms and conditions govern the relationship with Finta’s websites, outlining the user’s rights and obligations when using the service.

ADDITIONAL INFO

Location
USA
Employees
1 - 10
Tech Used
Google Optimize
Platforms
Laptop

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FAQ

Finta's deal room terms refer to the terms and conditions for using the Finta platform to organize and manage your fundraising round. These terms include information on how to securely accept investment fund transfers and how to close your investors.
Finta offers two pricing plans: Basic and Advanced. The Basic plan includes usage automations and unlocks your personalized AI Fundraising Copilot, while the Advanced plan allows you to work directly with Finta for maximum fundraising efficiency. For more information on pricing, you can visit the Pricing page on the Finta website.

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