Main Purpose
TrustFinta is a platform that provides fundraising automation and CRM solutions for companies, specifically focusing on streamlining the fundraising workflow and building strong investor relationships.
Key Features
- Fundraising Workflow Automation: TrustFinta automates the fundraising workflow from start to finish, allowing users to concentrate on building relationships with investors.
- CRM with Automation: The platform offers a CRM (Customer Relationship Management) system powered by automation, designed to facilitate meaningful interactions with investors and provide real-time notifications.
- Investor Prospecting: TrustFinta uses deal information to automatically identify and prospect potential investors who are the best fit for a company's offering.
- Secure Deal Room: The platform provides a secure deal room where companies can accept investment fund transfers through various methods such as ACH, check, or wire, and securely share diligence documents.
Use Case
- Fundraising Automation: TrustFinta is suitable for companies that want to automate their fundraising process, streamline investor interactions, and efficiently manage their fundraising pipeline.
- Investor Relationship Management: The platform is beneficial for companies looking to build and maintain strong relationships with investors, ensuring effective communication and timely updates.
Categories:
Pricing Model:
Pricing:
$44/month
