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Fundraising operations architecture with Finta v1.0.0

Use this resource to design the tracking architecture for a fundraising round and its data flows

New

  • 346 downloads
  • 125 likes
  • 113 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install fundraising-operations-architecture

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 describes the service layer, caching, event pipeline and data model for a fundraising round, with a possible CRM integration. It accounts for an audit trail of investor communication and capital collection. You get a reference architecture for tracking your round.

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Updated November 2, 2026

Card for the “Fundraising operations architecture with Finta” skill

Details

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

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What you get

  • SKILL.md: overview, service layer, caching, event pipeline and data model
  • SKILL.md: prerequisites on data flows, retention and error handling

Good fit for

  • You want to track your investor pipeline in a CRM connected to your fundraising tool
  • You automate capital collection through Stripe

Not for

    Tags

    • fundraising
    • investors
    • crm
    • architecture

    About

    You say

    “Design the tracking architecture for our round: investor pipeline, data room and Stripe collection.”

    Card for the “Fundraising operations architecture with 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 design the tracking architecture for a fundraising round and its data flows
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1.1 KB
    • NOTICE-PALATEKIT.md0.6 KB
    • SKILL.md7.2 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-reference-architecture
    Licence
    MIT

    Notice

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

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