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First fundraise pipeline in Finta v1.0.0

Use this resource to create your first fundraise pipeline in Finta

New

  • 483 downloads
  • 103 likes
  • 247 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install fundraise-pipeline-setup-finta

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent sets up a fundraise in Finta: creating the round, adding target investors, configuring deal stages and tracking the pipeline. You get a pipeline ready to follow, with a deal room and a sample investor update.

Mostly picked by

Updated November 2, 2026

Card for the “First fundraise pipeline in Finta” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

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What you get

  • SKILL.md: creating the fundraise, adding investors and tracking the pipeline
  • SKILL.md: deal room, sample investor update and error handling

Good fit for

  • You are starting a new fundraise
  • You are importing an investor list

Not for

    Tags

    • finta
    • fundraising
    • pipeline
    • investors
    • tracking

    About

    You say

    “Create a Finta fundraise with ten target investors and the follow-up stages.”

    Card for the “First fundraise pipeline in Finta” skill

    Skill published by Jeremy Longshore <jeremy@intentsolutions.io> under the MIT license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to create your first fundraise pipeline in Finta
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md3.6 KB

    Origin and licence

    Listed unmodified

    Author
    Jeremy Longshore <jeremy@intentsolutions.io>
    Source
    github.com/jeremylongshore/tons-of-skills-marketplace/tree/ab85a061f7bcc039dac13ee193de7a4cd4388571/skills/.curated/finta-hello-world
    Licence
    MIT

    Notice

    « finta-hello-world » (Jeremy Longshore <jeremy@intentsolutions.io>, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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