Individual skill
finta-prod-checklist
Fundraise launch checklist using Finta CRM. Trigger with phrases like "finta checklist", "finta launch", "finta go-live".
plugins/saas-packs/finta-pack/skills/finta-prod-checklist/SKILL.md
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- Last checked
- Nov 12, 2026
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- Repository last updated
- Nov 12, 2026
- License
- MIT
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- ai Repository topic
- automation Repository topic
- claude-code Repository topic
- devops Repository topic
- mcp Repository topic
- ai-agents Repository topic
- anthropic Repository topic
- claude-code-plugins Repository topic
- developer-tools Repository topic
- llm Repository topic
- saas Declared skill tag
- fundraising-crm Declared skill tag
- investor-management Declared skill tag
- finta Declared skill tag
- sales Derived category
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SKILL.mdcore · 5,844 bytes
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# Finta Production Checklist
## Overview
Finta is a fundraising CRM for managing investor pipeline, deal rooms, and round tracking. A production integration syncs investor communications, manages deal room access, and automates pipeline stage transitions. Failures mean lost investor touchpoints, broken deal room links, or pipeline data that drifts from your actual fundraise state.
## Prerequisites
- A named launch owner, authorized approver, on-call contact, and tested rollback mechanism.
- Staging evidence produced with synthetic data, including permission, deduplication, retry, and failure-path checks.
- A reviewed list of approved data flows, retention requirements, alert thresholds, and recipients.
## Instructions
1. Complete every applicable checklist item with an evidence link or owner decision; do not treat unchecked items as implicitly accepted.