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Fundraising pipeline with Finta v1.0.0

Use this resource to run a fundraise with the Finta pipeline

New

  • 498 downloads
  • 129 likes
  • 240 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install fundraising-pipeline-management

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 organizes investor prospecting, the outreach campaign, the data room and due diligence, then tracks commitments. You get a structured pipeline with internal approvals before each send.

Mostly picked by

Updated November 2, 2026

Card for the “Fundraising pipeline 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: prospecting, outreach campaign and data room
  • SKILL.md: due diligence, closing and fundraising metrics

Good fit for

  • You are running a raise and must track investor conversations
  • You want documents and answers centralized per investor

Not for

    Tags

    • fundraising
    • investors
    • pipeline
    • finta

    About

    You say

    “Prepare the pipeline for my seed round and list the first investors to contact.”

    Card for the “Fundraising pipeline 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 run a fundraise with the Finta pipeline
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md4.1 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-core-workflow-a
    Licence
    MIT

    Notice

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

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