Imported from jeremylongshore/tons-of-skills-marketplace (plugins/saas-packs/finta-pack/skills/finta-reference-architecture/SKILL.md). Install upstream with npx skills add jeremylongshore/tons-of-skills-marketplace --skill finta-reference-architecture. Copyright stays with the author (MIT).

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.
2. Put exports, notifications, and CRM updates behind a durable queue with idempotency keys, bounded retries, and a dead-letter review path.
3. Limit event payloads to identifiers and required fields; retrieve sensitive records only inside the authorized worker and redact diagnostics.
4. Separate document-room access from operational dashboards, and enforce a permission check at the point where a document is retrieved.
5. Promote changes through staging with fictitious investor data, observe a small canary, and retain a tested disable/rollback path for each integration.

Architecture Diagram

Founder Dashboard ──→ Pipeline Service ──→ Cache (Redis) ──→ Finta API
                           ↓                                  /investors
                      Queue (Bull) ──→ Email Sync Worker      /rounds
                           ↓                                  /deal-rooms
                      Doc Room Service ──→ Finta Deal Rooms   /documents
                           ↓
                      Zapier Webhooks ──→ Slack / Sheets / CRM

Service Layer

class FundraiseService {
  constructor(private finta: FintaClient, private cache: CacheLayer) {}

  async getPipelineSnapshot(roundId: string): Promise<PipelineSnapshot> {
    const investors = await this.cache.getOrFetch(`round:${roundId}:investors`,
      () => this.finta.getInvestorsByRound(roundId));
    return { total: investors.length, byStage: this.groupByStage(investors),
             committed: investors.filter(i => i.stage === 'committed').reduce((s, i) => s + i.amount, 0) };
  }

  async moveInvestor(investorId: string, toStage: string): Promise<void> {
    await this.finta.updateInvestor(investorId, { stage: toStage });
    await this.cache.invalidate(`investor:${investorId}`);
    await this.queue.add('stage-change', { investorId, toStage, timestamp: Date.now() });
  }
}

Caching Strategy

const CACHE_CONFIG = {
  rounds:     { ttl: 600, prefix: 'round' },     // 10 min — round terms rarely change mid-raise
  investors:  { ttl: 120, prefix: 'investor' },   // 2 min — stage changes need freshness
  documents:  { ttl: 300, prefix: 'doc' },         // 5 min — doc list stable between uploads
  dealRooms:  { ttl: 60,  prefix: 'room' },        // 1 min — view analytics need near-real-time
  metrics:    { ttl: 30,  prefix: 'metric' },      // 30s — commitment totals are time-sensitive
};
// Stage-change webhooks flush investor cache immediately for dashboard accuracy

Event Pipeline

class FundraiseEventPipeline {
  private queue = new Bull('finta-events', { redis: process.env.REDIS_URL });

  async onStageChange(event: StageChangeEvent): Promise<void> {
    await this.queue.add('notify', event, { attempts: 3, backoff: { type: 'exponential', delay: 2000 } });
  }

  async processNotification(event: StageChangeEvent): Promise<void> {
    if (event.toStage === 'committed') await this.notifySlack(`${event.investorName} committed $${event.amount}`);
    if (event.toStage === 'passed') await this.logPassReason(event);
    await this.syncToCRM(event);  // Push stage change to HubSpot/Salesforce
  }
}

Data Model

interface Round     { id: string; name: string; targetAmount: number; instrument: 'SAFE' | 'convertible-note' | 'priced'; status: 'active' | 'closed'; }
interface Investor  { id: string; name: string; email: string; firm: string; roundId: string; stage: 'contacted' | 'meeting' | 'dd' | 'term-sheet' | 'committed' | 'passed'; amount: number; }
interface DealRoom  { id: string; roundId: string; investorIds: string[]; documents: Document[]; viewAnalytics: ViewEvent[]; }
interface Document  { id: string; name: string; type: 'pitch-deck' | 'financials' | 'cap-table' | 'legal'; uploadedAt: string; viewCount: number; }

Scaling Considerations

• Partition investor pipelines by round to keep active-raise queries fast and isolated
• Buffer email sync operations — Gmail/Outlook API rate limits are aggressive for bulk tracking
• Batch Zapier webhook deliveries to avoid per-event overhead during rapid stage updates
• Cache commitment totals at round level; invalidate on any investor stage change
• Use read-through cache for deal room analytics — investors check rooms sporadically but in bursts

Error Handling

Output

Maintain an architecture decision record showing each data boundary, the source of truth for each entity, the queue and retry policy, privileged-access owners, and the rollback switch for every external integration. Operational telemetry should be aggregated and redacted.

Examples

For a stage-change test, publish a synthetic event with an opaque investor identifier. The worker records an idempotency key, sends one redacted CRM update, and writes a success receipt. Replaying the same event must result in no second update; a destination failure goes to the review queue after the retry limit.

Resources

• Finta Website
• Finta for Fund Managers

Next Steps

See finta-deploy-integration.