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finta-reference-architecture
Reference architecture for fundraising operations with Finta CRM. Trigger with phrases like "finta architecture", "finta fundraising stack".
skills/.curated/finta-reference-architecture/SKILL.md
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- ai Repository topic
- automation Repository topic
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# Finta Reference Architecture
## Overview
Production architecture for fundraising operations integrating with Finta's CRM platform. Designed for startup founders and fund managers who need investor pipeline visibility, automated round management, and document room analytics. Key design drivers: deal velocity tracking, investor communication audit trail, capital collection automation via Stripe, and CRM integration with external systems like HubSpot or Salesforce for LP relationship management.
## Prerequisites
- A documented data-flow inventory naming each source, destination, owner, retention period, and approved fields.
- Separate development, staging, and production credentials with least-privilege access.
- An incident and rollback owner for every sync or document-sharing integration.
## Instructions
1. Treat Finta as the authoritative system only where the business has explicitly assigned that role; resolve conflicts through a review queue instead of automatic overwrites.