Finta
Finta: A fundraising CRM that combines investor research, warm paths, and automation. Ranked #13 of 25 in Investor Relationship Management Software by our editors (7.9/10); pricing: 7-day trial; best for fundraisers needing warm introductions and automation.
At a glance
- Editor score7.9 / 10
- Pricing7-day trial
- Best forFundraisers needing warm introductions and automation
- Free planNo
- Paid from$200/mo
- Email syncYes
- Facts checked20 Sep 2026
Where it wins
- Maps warm introductions across investor relationships
- Combines CRM, research, meeting briefs, and fundraising pages
- Connects with Gmail, Outlook, calendars, and many workflow tools
Where it doesn't
- Starts at $200 per month with no free plan
- The seven-day trial requires a credit card
- Portfolio information depth may limit tracking value
Our verdict on Finta
Finta is a relationship intelligence workspace and fundraising CRM for founders, fund managers, investor-relations teams, and other relationship-led organizations. It combines investor pipeline stages, relationship records, inbox and calendar context, research, warm-introduction mapping, meeting preparation, follow-up tasks, documents, shareable fundraising pages, data rooms, and scheduled AI and email automations. Aurora AI can research contacts, prepare drafts, summarize context, and recommend follow-up while consequential communications remain under human review.
Pricing is structured around flat monthly workspace plans rather than per-user pricing. The Finta plan costs $200 per month and includes the full platform, Aurora and supported models, 2,000 credits per month, and technical support. Advisory costs $500 per month and adds 5,000 credits, two 30-minute private advisory sessions per month, and brief email follow-up. Elite Team costs $1,000 per month and adds 10,000+ credits, research, setup, warm-path mapping, drafting, follow-through, and two Team Hours per month. A seven-day trial is available and requires a credit card. The paid tiers make the most sense when advisory or execution support is worth the added monthly cost.
Its ecosystem fit is a major part of the product. Finta connects with Gmail, Outlook, Google Calendar, Google Drive, LinkedIn, Slack, Zoom, HubSpot, Attio, Close, Airtable, Notion, Dropbox, Zapier, and PandaDoc, and is available on the web, iOS, and as a Chrome extension. That combination suits teams that want investor context connected to existing communications and work tools. Finta is a strong fit for fundraisers who need structured relationship records, warm introductions, research, and automated follow-up in one workspace. Teams seeking a lower-cost CRM or a narrowly focused portfolio-tracking system may prefer an alternative.
Your product? Our editors can test Finta in depth and publish a review, labelled as paid · from $149/mo →
Finta pricing
All 3 Finta plans and prices →
Finta fact sheet
| Free plan | No |
|---|---|
| Paid from | $200/mo |
| Contact limit | Not verified |
| Email sync | Yes |
| Deal pipeline | Yes |
| LP and investor records | Yes |
| Portfolio tracking | Yes |
| Mobile app | Yes |
| Free trial | 7 days · card required |
| Deployment | Cloud, Mobile, Browser extension |
| Platforms | Web, iOS, Chrome extension |
| Support | |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 36+ integrations: Gmail, Outlook, Google Calendar, Google Drive, LinkedIn, Slack … See all → |
| Pricing | 7-day trial (source) |
| Website | finta.ai |
| Facts checked | 20 Sep 2026 |
Finta integrations
Finta lists 36+ integrations on its own site — the 18 named here are the ones its pages call out.
- Gmail
- Outlook
- Google Calendar
- Google Drive
- Slack
- Zoom
- HubSpot
- Attio
- Close
- Airtable
- Notion
- Dropbox
- Zapier
- PandaDoc
- Calendly
- Typeform
- MCP
Alternatives to Finta
- Juniper SquareA broad investor-relations platform for funds managing fundraising, LP data, and communications.9.4
- 4DegreesA relationship-focused CRM with scoring, warm-introduction paths, and firm-wide visibility.9.2
- Dynamo CRM & Deal ManagementA configurable, cloud-based CRM for mature alternative investment firms with complex workflows.9.0
Used Finta? Be the first to review it
The editor score above is our own research. What this page doesn't have yet is a reader's view — what you used Finta for, what worked and what didn't. No stars are seeded and no review is paid for; an editor reads every one before it appears.
Write a reviewTwo minutes · verified accounts only · read by an editor before it appears
Featured on iTechGuides
Finta is listed in our Investor Relationship Management Software directory. Add the badge to your site — it links back to this page.
<a href="https://www.itechguides.com/products/finta/"><img src="https://www.itechguides.com/best/badge/finta.svg" alt="Featured on iTechGuides" width="230" height="46"></a>
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
Last updated · How we research and update