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Investor relations and updates with Finta v1.0.0

Use this resource to manage investor updates and relationships after a raise

New

  • 373 downloads
  • 169 likes
  • 174 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install investor-relations-updates

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 prepares updates from monthly or quarterly templates, with metrics pre-filled and then validated. It also tracks cap table changes and the warm introduction network. You get targeted, controlled sends.

Mostly picked by

Updated November 2, 2026

Card for the “Investor relations and updates 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: update templates and pre-filled metrics
  • SKILL.md: cap table tracking and warm introduction network

Good fit for

  • You must update your investors regularly
  • You are preparing a next round and want to keep your contacts warm

Not for

    Tags

    • investors
    • updates
    • cap table
    • relationships

    About

    You say

    “Draft my quarterly investor update from our approved metrics.”

    Card for the “Investor relations and updates 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 manage investor updates and relationships after a raise
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md3.5 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-b
    Licence
    MIT

    Notice

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

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