Description
Finta is a relationship-intelligence platform for people whose work depends on their network: founders raising capital, salespeople, and partnership teams. The current version, called Finta 2.0, moved the product from a fundraising-specific 'capital copilot' toward a broader CRM built around mapping and acting on relationships.
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After connecting Gmail or Outlook, and optionally Google Calendar, LinkedIn, Slack, Zoom, and Google Drive, Finta builds a private map of a user's direct and second-degree connections from email and meeting history, showing who knows whom and where a credible introduction path exists before a user reaches out.
Aurora, Finta's AI agent, works on top of that map. It runs recurring sweeps of a user's inbox, calendar, and CRM; finds warm paths to a target contact; drafts replies based on the real thread and prior history; prepares briefings on a person before a meeting; assembles shareable pages from deal materials; and turns stalled deals or missed follow-ups into tasks. Finta states it never trains on customer data and that connections can be disconnected at any time.
Finta positions itself as a replacement for a stack of separate tools, comparing itself on its own site against paying separately for a CRM, an AI assistant, a document-sharing tool, and a task manager. It holds a Tier 2 CASA (Cloud Application Security Assessment) verification.
Finta offers a 7-day free trial that requires a credit card. Paid plans include Finta itself at $200 a month with 2,000 Aurora credits, an Advisory tier at $500 a month that adds two 30-minute private coaching sessions and email follow-up between them, and an Elite Team tier from $1,000 a month in which Finta's own team handles research, warm-path mapping, drafting, and deal materials on the customer's behalf. All three tiers run on the same underlying platform; the higher tiers add expert guidance or hands-on execution rather than extra software features.
- CategoryAI CRM Tools
- Pricing ModelPaid
- DeploymentCloud
- PlatformsiOS
Finta's Core Features
Aurora AI agent for inbox, calendar, and CRM sweeps
Relationship mapping from email and meeting history, including second-degree connections
Warm-introduction path finding to a target contact
Context-aware drafted replies based on real thread history
Automated meeting briefings on people before a call
Shareable pages and deal rooms assembled from documents
Task generation from stalled deals and missed follow-ups
Integrations with Gmail, Outlook, Google Calendar, LinkedIn, Slack, Zoom, and Google Drive
Tier 2 CASA-verified cloud security
How to use Finta?
Start a trial: Sign up for Finta's 7-day free trial.
Connect your inbox: Link Gmail or Outlook so Finta can map your relationships.
Add more sources: Connect Google Calendar, LinkedIn, Slack, Zoom, or Google Drive for fuller context.
Pick a goal: Tell Aurora what you want done, such as organizing your day or finding a warm intro.
Review Aurora's work: Check drafted replies, meeting briefs, and suggested next steps before they go out.
Choose a plan: Run Finta yourself, add Advisory coaching, or hand execution to the Elite Team tier.
Finta's Use Cases
- Fundraising outreach
- Sales relationship tracking
- Partnership development
- Deal room sharing
