Investor CRM
Track investor interactions throughout the investing funnel.
How to Edit A Contact in Your CRMAdd an investor's email on the CRM.
How to Assign Deals to InvestorsAssign deals in bulk and one by one.
How to Use Warm IntroductionsFind mutual connections on LinkedIn and email introduction paths.
How to Email a Single InvestorSending an email to investors.
How to Email Multiple InvestorsSending one email to multiple investors at once.
How to BCC Finta on EmailsBCC Finta's tracker email to investor emails.
How to Update Email Scripts and A.I. PromptsEditing fixed email templates and A.I. prompts to send to investors.
How to Connect Your Email to FintaAdd your email to reach out to investors.
Warm Introduction PathwaysWarm introduction pathways highlight who can connect your with a target prospect.
Turning on Auto-Draft Email RepliesThis new feature generates draft replies to inbound emails, personalized for all contacts in your CRM.
How to Add Custom CRM TagsEnables sorting and filtering of contacts based on user-defined criteria
Adding Contacts
Adding personal investors to your Investor CRM.
How to Import Investors into CRMImport your existing personal investor list to the Investor CRM or create one using our template.
How to Add Investors to CRMImport your personal list of investors to your CRM one at a time.
How to Add Introduction PathwaysWhen adding an investor to your CRM, you can also add introduction pathways to the investors information.