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AI FundraIsing Toolkit
What are the main features of Trustfinta's AI-powered Investor CRM?
Trustfinta offers a comprehensive AI-powered Investor CRM designed to streamline fundraising and investor relations. Key features include:
- AI-personalized email scripts for every stage of the funnel
- Automatic contact enrichment and seamless email integration
- Real-time private market insights and knowledge to close deals
- An AI assistant (Aurora) to execute trust-based fundraising workflows
- Surface Top Prospects: a database that automatically finds and recommends top investors, donors, or strategic contacts
- Warm introductions via your trusted networks, including 2nd-degree connections
- Collaboration: invite teammates, shareholders, advisors to unlock warm introductions to high-value prospects
- Everything in One Place: share due diligence links for pitch decks, deal rooms, data rooms, closing docs, and even money transfers
- Real-time deal tracking and pipeline visibility
- Accessibility via Finta App (iOS) and Chrome Extension (Aurora Copilot)
- Educational resources via Finta Academy (core materials, frameworks, and guidance)
How does Trustfinta's Aurora AI assist in fundraising workflows?
Aurora is Trustfinta's AI-powered agent that helps you execute fundraising workflows smoothly. It combines expert fundraising knowledge with real-time insights to help you manage activities tailored to your deal’s stage, sector, or funding round, improving investor engagement and efficiency.
What tools does Trustfinta offer for collaboration and warm introductions?
Trustfinta enables collaboration by inviting your team, shareholders, advisors, and others to engage with investors and introductions. It privately surfaces the strongest 2nd-degree connections from your network to enable warmer introductions, reducing cold outreach and improving relationship-building.
What can I share and manage in deal rooms and data rooms?
Trustfinta lets you share and manage:
- Pitch decks and due diligence materials via smart links
- Deal rooms and data rooms for secure collaboration
- Closing documents
- Money transfer-related assets and workflows
- Other deal-related materials to keep all stakeholders aligned
How can I find top prospects for my deal?
Trustfinta Surface Top Prospects automatically finds and recommends the top investors, donors, or strategic contacts for your deal, helping you focus on meaningful connections rather than guessing.
How does Raise On The Run help me manage deals?
Raise On The Run lets you track your deals in real time, save new prospects on the fly, and quickly share deals with teammates or advisors, keeping your fundraising process moving efficiently.
What are the pricing plans and what do they include?
- Basic (Free):
- 1 deal room
- 10 diligence documents
- 25 CRM contacts
- 5 MB per file upload
- Basic automations for investor relationship management
- Pro ($29/month billed annually or $44/month billed monthly):
- Personalized AI Fundraising Copilot
- Unlimited deal rooms
- Unlimited documents
- 1,000 CRM contacts
- 2 GB per file upload
- Autopilot CRM, personalized investor email scripts, enriched CRM contacts
- Real-time engagement notifications and shareable deal room links
- Agent ($2,345 billed annually or $3,500 billed monthly):
- Direct collaboration with the Trustfinta team for fundraising efficiency
- Personalized support for deal preparation, investor outreach, and integration
- Assistance with end-to-end fundraising activities
What security and privacy measures does Trustfinta use?
Trustfinta prioritizes data security and privacy:
- Data flows: Financial data is not stored by Trustfinta; it is fetched from Plaid or Stripe when syncing
- Data in transit and at rest is encrypted
- Bank connections use Plaid, with login credentials not exposed to Trustfinta
- Stripe connections use restricted API keys
- Trusted partners (e.g., Planetscale, Inngest, Vercel) for storage and management with security controls
- Privacy practices state that personally identifiable information is not shared with advertising or marketing platforms; only name and email are collected
- Trustfinta emphasizes secure data handling and access control
What are the Basic plan limitations?
The Basic plan imposes usage limits on:
- Deal rooms
- Diligence documents
- CRM contacts
- File upload size
Trustfinta notifies users when these limits are reached and guides next steps (e.g., upgrading to a higher plan).
Is there a mobile app or browser extension?
Yes. Trustfinta offers:
- Finta App for iOS and iPadOS
- Finta Chrome Extension: Aurora, Your AI Copilot for Deal Flow and Relationships
What resources are available to help me fundraising smarter?
Trustfinta offers the Finta Academy, a tactical master-class on fundraising featuring:
- Core Fundraising Materials
- Strong Target List
- Process-Driven Outreach
- Exclusive Community
- Proven Frameworks
- Strategic Guidance
How do I get started with Trustfinta?
Getting started is simple: sign up to access the platform (web) and use the iOS app where available. The site encourages users to “Get Started Now” and to sign up to begin.
Where can I learn about product updates and news?
Trustfinta shares regular product updates and insights, including:
- New AI Models for Aurora
- The Finta Chrome Extension: Aurora Copilot for deal flow and relationships
- Other product releases and fundraising tips in their tech and news updates
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