Press ESC to close

Finta AI

Last Updated on January 23, 2024 by Ivan Cocherga

Visit Finta AI Website

Finta AI is a fundraising management software designed to simplify and automate the fundraising process for businesses. It serves as a comprehensive solution for founders and investors, aiming to streamline their fundraising efforts with secure and shareable deal rooms.

Features of Finta AI:

  • AI-powered Fundraising Workflow: Automates the entire fundraising process from end to end, allowing businesses to focus on building relationships with potential investors.
  • CRM with Automation: The world’s first GPT-powered CRM, designed for creating meaningful investor interactions.
  • Investor Database: Uses deal information to prospect the best investors suitable for a company’s offering.
  • Deal Rooms: Share a single link to allow investors to commit and send funds privately.
  • Investment Processing: Securely accept investment transfers through methods like ACH, check, or wire.
  • Equity Management: Manage cap tables, supporting multiple classes of shares, stock options, convertibles, and more.
  • Virtual Data Room: Securely share documents with real-time notifications and insights.
  • Automated Email Scripts: AI-driven personalized email scripts to engage potential investors.

Pros of Finta AI:

  • Offers a comprehensive suite of features like secure deal rooms, automated workflows, and personalized email scripts.
  • Provides a user-friendly experience for fundraising and investment management.
  • Helps founders raise funds online by creating a deal room with a single link.
  • Tracks the interest and feedback of investors and helps founders improve their pitch.
Alternative Tool  Textify AI

Cons of Finta AI:

  • Absence of an Android app.
  • Non-customizable email templates.
  • Limited investor database filters.
  • Unspecified data security measures.
  • Requires founders to sign up with Google or Apple, which may not be preferred by all users.
  • Charges a monthly fee, which may not be affordable for some startups.
  • No guarantee of funding as it may depend on factors like market fit, traction, and competition.

Use Cases:

  • Investor Relationship Management: Manage and nurture relationships with potential investors using the CRM.
  • Investor Prospecting: Automatically find the best investors for your deal.
  • Secure Deal Sharing: Share your pitch deck and other essential documents securely.
  • Investment Tracking: Monitor the funds coming into your deal room.
  • Equity Distribution: Manage and distribute equity among stakeholders.
  • Document Sharing: Share due diligence documents securely and monitor engagement.
  • Automated Outreach: Reach out to potential investors using AI-driven email scripts.


  • Free Package: Useful for one deal, accommodates three users, allows storage for 10 documents and 25 contacts, and supports file uploads up to 5MB in size.
  • Startup Package: Priced at $22 per month, offers unlimited deals, users, document storage, contacts, and allows file uploads up to 2GB in size.
  • Advisory Package: Includes all features of the Startup plan plus direct engagement with a dedicated Finta advisor, weekly progress discussions, assistance in refining pitch decks, narrative, deal terms, data room preparation, and strategy to connect with the ideal investors.
Alternative Tool  Chaplin

Finta AI is an innovative tool for companies aiming to raise funds efficiently and securely in today’s competitive market. While it offers a multitude of features and benefits, potential users should also consider its limitations and costs to determine if it aligns with their specific needs and budget.

Ivan Cocherga

With a profound passion for the confluence of technology and human potential, Ivan has dedicated over a decade to evaluating and understanding the world of AI-driven tools. Connect with Ivan on LinkedIn and Twitter (X) for the latest on AI trends and tool insights.

Leave a Reply

Your email address will not be published. Required fields are marked *