finta-reference-architecture

npx skills add jeremylongshore/claude-code-plugins-plus-skills --skill finta-reference-architecture --agent claude-code

Same command for any agent — swap --agent for codex, cursor, copilot.

# 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. ## 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 ```typescript 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