About Finta

Finta is a fundraising management software that helps early stage businesses raise and organize private capital. The investor tracker tool allows employees to maintain a list of all investor applications with details, such as status, investor name, email address, amount, and preferred payment processing method, among other deal information.

Finta provides a built-in recommended investors database, which allows organizations to generate prospects based on specific business requirements. It allows users to create deal terms using pre-designed forms with information, such as round type, total round size, conversion cap, discount, and pro-rata rights. It allows staff members to upload and send investment documents with deal terms to prospects from within the platform. It also allows leaders to automatically receive real-time notifications when investors view, interact, or show interest in investment deals.

Finta allows businesses to optimize deal offerings by conducting an internal fundraising audit of the company's offerings, terms, valuations, and business pitch. It also enables users to process payments through multiple transaction types, including checks, bank transfers, wires, and credit cards.

Pricing starting from:

$15.00/month

  • Free Version
  • Free Trial
  • Subscription

Devices

Business size

S M L

Pricing starting from:

$15.00/month

  • Free Version
  • Free Trial
  • Subscription

Images

Finta Software - Finta investor tracker
Finta Software - Finta invitation mobile interface
Finta Software - Finta invitation review
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Finta Software - Finta investor tracker Finta Software - Finta invitation mobile interface Finta Software - Finta invitation review

Features

Total features of Finta: 32

  • ACH Payment Processing
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Audit Management
  • Built-In Database
  • CRM Software
  • Campaign Management Software
  • Contact Database
  • Contract Drafting
  • Contribution Tracking
  • Customer Activity Tracking
  • Customizable Fields
  • Customizable Forms
  • Dashboard Software
  • Data Import/Export
  • Donor Management
  • Electronic Payments
  • Email Alerts
  • Email Invitations & Reminders
  • Forms Management
  • Mobile Giving
  • Online Forms
  • Payment Processing Software
  • Progress Tracking
  • Prospecting Tools
  • Push Notifications Software
  • Real Time Notifications
  • Role-Based Permissions
  • Template Management
  • User Management

Alternatives

DonorPerfect

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Bloomerang

4.7
#2 Alternative to Finta
Bloomerang is a fundraising software and database to help nonprofits of all sizes to reach, engage and retain donors

QuickBooks Online Advanced

4.4
#3 Alternative to Finta
QuickBooks Online Advanced is a web-based accounting & business management solution which enables small businesses to...

Graduway

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#4 Alternative to Finta
Graduway, your 3-in-1 virtual community to recruit and mentor students, engage alumni, and cultivate donors

Reviews

Overall rating

5 /5
(3)
Value for Money
5/5
Features
5/5
Ease of Use
5/5
Customer Support Software
5/5

Already have Finta?

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Showing 5 reviews of 3
Kwame (ato) E.
Overall rating
  • Industry: Food & Beverages
  • Company size: 2-10 Employees
  • Used Monthly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Great tool for staying organized

Reviewed on 15/02/2020

Pros

Equity Token is great because it helps us keep all of our documents in one location; it eliminates the headache of having to go back and forth via email. Using this from the beginning would have saved us a lot of time.

Also, they have great customer support I always get a reply in 24 hours if I have a question about the platform.

I highly recommend this for those who are about to fund-raise or are currently in the process of doing so.

Cons

I have nothing negative to say about Equity Token.

Michelle Z.
Overall rating
  • Industry: E-Learning
  • Company size: 2-10 Employees
  • Used Monthly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Great product and experience!

Reviewed on 13/02/2020

AMAZING!

AMAZING!

Pros

-extremely easy to use
-made our fundraising process super quick
-was able to store all my documents in one place
-loved how easy it was to get everything signed

Cons

None honestly, extremely happy with my experience.

Nick M.
Overall rating
  • Industry: Computer Software
  • Company size: 2-10 Employees
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Great product for managing equity

Reviewed on 25/02/2020

Pros

- Easy to use
- Replaces spreadsheets and manual processes
- More cost effective than competitor products
- Unique approach to fundraising, making it easier to transfer funds from accredited investors.

Cons

Certain limitations to editing data already entered.

Finta FAQs

Below are some frequently asked questions for Finta.

Finta offers the following pricing plans:

  • Starting from: $15.00/month
  • Pricing model: Free Version, Subscription
  • Free Trial: Not Available

Finta has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1,000

We do not have any information about what languages Finta supports

Finta supports the following devices:

We do not have any information about what integrations Finta has

Finta offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base Software, Chat

Related categories

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