What Finta does

Finta is a private, AI-native CRM and deal-management platform purpose-built for capital markets professionals. The product is structured as a platform-plus-modules stack: Aurora, an AI agent, sits at the center and orchestrates workflows, while discrete modules — CRM (investor relationship management), Prospects (investor database and recommendations), and Closing (deal rooms, data rooms, and money-transfer acceptance) — handle specialized stages of the fundraising and deal-execution lifecycle. Aurora exposes an MCP integration that allows third-party AI assistants to invoke the CRM via natural language, and an iOS/iPadOS mobile app extends the surface for on-the-go pipeline tracking. The company serves a horizontal set of customer segments, with primary emphasis on high-growth startup founders and venture capital fund managers, and secondary emphasis on nonprofit leaders, real estate sponsors, and private market allocators.

The company operates a hybrid go-to-market motion: a product-led growth engine with self-serve signup via finta.ai and app-store distribution, layered with a dedicated enterprise motion targeting top-tier funds and corporates. Marketing is content-led, anchored by Finta Academy — a Maven-hosted master-class on fundraising with Kevin Siskar — plus a blog, social channels, and press placements. Finta claims trust from 10,000+ companies, funds, and partners across the capital markets. Pricing tiers are not publicly disclosed, and the company reports no funding rounds, no parent company, and a headcount of 1-10, indicating a lean, likely bootstrapped operation. The firmographics note a founding year of 2015 and a legacy short description referencing a 'football meets social' mobile app, while the current product, brand, and customer evidence are consistently oriented around the fundraising CRM; the fundraising-CRM positioning is the live and supported business per the website, product pages, customer testimonials, and active product roadmap (Finta 2.0, Aurora MCP).

Name

Finta

Legal name

Finta

Website

https://getfinta.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

1–10 employees

Short description

Finta is an AI-powered CRM and deal-management platform that helps startup founders, venture capital fund managers, and other capital markets professionals manage investor pipelines, personalize outreach, and run diligence and closing workflows through its Aurora AI agent.

Ownership category

akta.pro rank

Product category

Fundraising CRM Software

NAICS

Securities and Commodity Exchanges (52321)

SIC

Finance Services (6199)

akta.pro primary industry

Robo-Advice for Institutional/Treasury (OCIO-lite, Cash & Liquidity) (FSAGAEAJ)

Keywords

• Fundraising CRM software
• Investor relationship management
• AI deal management
• Investor database platform
• Capital markets software

Headquarters

HQ city

Tokio

HQ country

Japan

HQ region

Asia

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations

Revenue model

1. SaaS CRM Subscription: Subscription-based CRM platform providing access to Aurora AI, investor database, deal rooms, and collaboration tools. Revenue generated through recurring subscription fees.

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

Core offering

Finta is an AI-powered fundraising CRM platform for capital markets professionals that combines an autonomous AI agent (Aurora), an investor database with prospect recommendations, deal and data room management, and warm introduction pathway mapping. The platform is sold as a subscription SaaS product to startup founders, venture capital fund managers, real estate sponsors, nonprofit leaders, and private market allocators to manage investor pipelines, automate outreach, and close deals.

Product overview

Finta is a unified end-to-end fundraising CRM platform designed for capital markets professionals, built as a platform-plus-modules architecture. The core offering combines Aurora AI (AI-powered autonomous agent) with specialized modules including CRM (investor relationship management), Prospects (investor database and recommendations), and Closing (deal room and data room management). Additional offerings include Finta Academy (educational resources), a mobile iOS/iPad app, and Aurora MCP (Model Context Protocol integration). The platform is marketed as 'The Capital Copilot' where deals run themselves, serving 10,000+ top tier companies, funds, and partners across capital markets.

Differentiator

Problem solved

Functional benefit

Brands

• Aurora AI: AI-powered agent for trust-based workflows in capital markets.
• Finta Academy

Products and services

• Aurora AI Autonomous AI agent that helps capital markets professionals execute trust-based workflows, manage CRM, search the web, automate deal workflows, and generate AI-personalized email outreach scripts for every funnel stage.
• Finta CRM Investor CRM platform that streamlines deal workflow, enhances relationship building, and manages investor pipelines for capital markets professionals, with AI-personalized email scripts, automatic contact enrichment, and seamless email integration.
• Prospects Prospecting module with an investor database that automatically finds and recommends top investors, donors, or strategic contacts for deals based on company vertical, stage, or sector.
• Closing Deal closing module for managing due diligence, shareable deal rooms and data rooms, closing documents, and money transfer acceptance through due diligence smart links.
• Finta Mobile App iOS and iPadOS mobile application that enables users to track deals in real-time, save new prospects on the fly, and quickly share deals and pitch decks with others from anywhere.

Quantifiable outcome

• 100+ ongoing VC conversations managed and deal successfully closed

Named customers3 records

Segments5 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability8 records

Feature8 records

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Direct peers

• Folk CRM: Lightweight modern CRM focused on relationship management and warm introductions. Targets similar founder and investor segments with a networked-contacts value prop comparable to Finta's warm-intro pathways.
• Affinity: Relationship-intelligence CRM purpose-built for dealmakers, investors and founders. Most direct competitor to Finta's fundraising-CRM positioning, with overlapping investor-database and warm-intro functionality.
• Attio: AI-native, customizable CRM that explicitly courts venture firms and high-growth founders. Competes directly with Finta's CRM + Aurora AI combination across the same buyer personas.

Others

• Airtable: Flexible low-code database platform commonly used by founders to build DIY fundraising pipelines and investor trackers. Functions as a substitute/threat rather than a direct CRM competitor.

Emerging players

• Dex (personal CRM): Personal CRM for entrepreneurs and investors to manage relationships and warm intros. Targets an overlapping founder/angel persona with a narrower scope than Finta's full fundraising workflow.
• Visible.vc: Investor updates, fund reporting and LP communications platform for VCs and founders. Adjacent to Finta's investor-relations segment — bundling updates alongside CRM and deal workflow.
• Streak: CRM built inside Gmail for pipeline and deal tracking. Frequently adopted by early-stage founders as a fundraising CRM, making it an adjacent substitute for Finta's lighter-weight deal management.

Broad incumbents

• Pipedrive: Established sales CRM with workflow automation and AI assistant features. A broader incumbent that overlaps with Finta's pipeline-management and outreach functionality for non-verticalized sales use cases.
• HubSpot: Large marketing, sales and CRM platform with AI-powered deal and email tools. Frequently used by founders and small funds as a default CRM, putting it in competitive overlap with Finta's PLG funnel.
• Salesforce: Enterprise CRM leader with Einstein AI and AppExchange ecosystem. Competes for larger VC fund managers and enterprise customers that Finta courts via its 'Experts' enterprise motion.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/getfinta
• LinkedInlinkedin.com/company/getfinta
• Facebookfacebook.com/getfinta

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Finta