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finta-security-basics

Secure Finta fundraising data and investor information. Trigger with phrases like "finta security", "finta data privacy".

skills/.curated/finta-security-basics/SKILL.md

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# Finta Security Basics

## Overview

Finta manages fundraising pipelines containing investor contact information, term sheet details, valuation data, cap table snapshots, and deal room documents. A breach exposes confidential fundraising strategy, investor relationships, and financial terms that could damage competitive positioning. Protect API credentials, deal room access controls, and any integration that syncs investor data to external CRMs or spreadsheets.

## Prerequisites

- A named owner for the fundraising workspace and a current access-review cadence.
- Secrets held in an approved secret manager; use synthetic records for development and documentation.
- A written list of approved destinations before exporting or syncing investor data.

## Instructions

1. Grant the smallest practical role to each team member and deal-room participant; remove access when a round, engagement, or contractor relationship ends.
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