Move Deals From Prospect to Close, Faster

Finta gives broker dealers one connected platform to source, manage, and close every transaction with precision.

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Finta

Dashboard

Trusted by top-tier product companies

Expand Your Network

Tap into 10,000+ verified investor contacts and targeted warm-intro pathways.

Track Every Touchpoint

Full CRM visibility from first contact to final close.

Seal the Deal

Streamlined closing tools with ACH and Stripe integrations.

Your Deal Flow, Always in Motion

Keep prospects moving through your funnel with automated outreach, reminders, and tracking.

AI-Powered Investor Matching

Let Finta do the heavy lifting to populate your target list.

Warm Intros First

Prioritize contacts most likely to engage.

Instant Enrichment

Auora AI will auto-fill emails, titles, and portfolio history.

Never Lose Sight of a Deal

All your relationships and interactions in one connected system.

BCC Email Tracker

Automatically capture conversations and contacts from your inbox.

Deal Stage Automation

Auto-move opportunities based on activity.

The Command Center for Your Deals

Scale your brokerage operations without scaling your workload.

A Smarter Way to Manage Relationships

Track every prospect, investor, and client in a single, easy-to-use CRM—purpose-built for capital markets.

21,000+

Relationships managed on Finta

Every connection mapped, enriched, and ready for your next deal.

Your Brokerage, Powered by Finta

From sourcing to closing, streamline every step.

Expand Your Reach

Connect with more qualified investors instantly.

10,000+

Contacts

Build My List

Run Deals End-to-End

From mandate to payment in one flow.

Platform

See How It Works

Keep Your Edge

Never miss a follow-up or warm intro opportunity.

20,000+

Warm Paths

Get Started

Latest Tech & News

The latest posts from Finta across product releases, fundraising advice, tech news and other updates.

Finta 2.0: The Future of AI Workflows Is Here

With Finta 2,0, wake up every day with a dashboard that looks across your Inbox, Calendar, Network Connections, Documents, and more to keep you ready for what’s next.

Introducing Finta’s Aurora MCP

Learn how to connect your AI assistant to Finta’s Aurora MCP to manage your CRM, search the web, and automate workflows using natural language. Includes setup instructions and real examples.

Finta for Fund Managers

Discover how Finta helps venture capital fund managers manage LP pipelines, investor relationships, and deal flow with AI-powered tools like Aurora. The modern venture capital CRM built for emerging fund managers and corporate VC teams.

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Ready to run deals that close fast...

Get started with Finta today!