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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.