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Finta

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Finta Overview

Finta is a revolutionary CRM tool powered by GPT AI technology. It is designed to create meaningful investor interactions and automatically drive your business funnel forward with AI personalized email scripts. Finta provides a comprehensive investor database, using your deal information to prospect the best investors for your company's offering. It also offers a secure platform for investment processing, equity management, and sharing of diligence documents with ease.

Finta Highlights

  • Finta's CRM is the world's first GPT powered CRM, built specifically for creating meaningful investor interactions and automatically driving your funnel forward with AI personalized email scripts.
  • Finta offers a secure platform for investment processing, allowing you to accept investment fund transfers in your deal room through a simple ACH, check, or wire.
  • It provides a virtual data room to securely share your documents with real-time notifications, security permissions, and insights such as time spent in the deal room.

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