We get it—fundraising can be a daunting task. That's why we've reimagined our 2023 Fundraising Playbook to focus on the "how-to" of fundraising. With Finta as your fundraising copilot, you'll navigate the funding landscape with unparalleled efficiency. It's not just an update; it's a whole new level of empowerment designed to provide a smoother, more insightful journey from proposal to close.

Finta's 2023 Fundraising Playbook

Run a Strong Fundraising Process:

Join Finta over the coming weeks and transform your company’s fundraising process. Here's how:

1) Prepare Your Deal Materials:

The first step in any successful fundraising journey is preparation. Our playbook includes a comprehensive checklist to set your sails for smooth sailing:

  • Building Your Pitch Deck: Capture your vision in a compelling narrative.
  • Creating Your Financial Projection Model: Understand your cash needs accurately.
  • Organizing Common Due Diligence Items: Ensure you're ready for investor scrutiny.

2) Prospect Your Target Investors:

Selecting the right investors is crucial. With Finta’s Investor Tracker serving as your CRM, you have a unified command center for investor research and outreach:

  • Prospecting Existing Connections: Unlock your existing network.
  • Prospecting New Target Investors: Expand your reach with thoughtful research.
  • Utilizing Warm Intro Pathways: Know how to approach each potential investor effectively.

3) Deal Outreach:

This is where the rubber meets the road. Most successful fundraisers need to take over 100 meetings to close a round, so persistence and resilience is key:

  • Getting In Touch With Target Investors: Initiate conversations through warm introductions.
  • Having Meetings: Run a smooth meeting.
  • Sharing Diligence Materials: Provide all the necessary information to seal the deal.
  • Closing Interested Investors: Keep the momentum going until the money is in the bank.

Why Finta?

Unlock a fundraising copilot, that streamlines your entire fundraising journey, while making your fundraise more efficient and successful—Create your Finta account today and experience the difference."

Why Download The Fundraising Playbook?

Raise more, save time, and amplify your fundraising efficiency with the Finta 2023 Fundraising Playbook. Whether you’re new to fundraising or a seasoned pro, this playbook is your key to unlocking a whole new level of fundraising success.

How to Get Finta's 2023 Fundraising Playbook:

Ready for a transformative fundraising experience? Complete the form below to download your copy of the Finta 2023 Fundraising Playbook.