Getting Started

Product Overview

Getting Started Investing Checklists

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What do I need to get started?

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Adding your investments

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Deal Flow Management

Tracking Your Investments


Viewing Current Investments

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Viewing Exited Investments

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Transaction Register

Editing & Deleting Investments


Adding Your Investments to Seraf

Investing Checklists

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Adding Companies

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Adding Funds

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Adding Rounds

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Adding Transactions

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Adding Investment Accounts

Adding Valuations

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Adding Contacts

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Importing Investments

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Analyzing Your Investments - Portfolio Analysis


Diversification Tab

Portfolio Tab

Annual Stats Tab

Valuations Tab

Key Metrics Tab

Custom Analysis Tab

Investor Metrics Tab

Managing Documents & Important Dates

Uploading Your Investment Documents to Seraf

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Viewing Your Investment Documents

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Editing & Deleting Documents

Adding Important Dates

Viewing Important Dates

Editing & Deleting Important Dates



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Resources for Enterprise Accounts

Managing Funds on Seraf

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Deal Flow Management

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Administrative Access


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Investment Accounts

Updates & KPIs

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User Guide for Investors of Enterprise Accounts

User Guide for Admins of Enterprise Group Accounts

Additional Resources for Enterprise Accounts

General Information

Signing Up for Seraf

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Seraf Pricing

Security and Privacy

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Seraf Account Management

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Sharing Access to Seraf

Angel Investing Best Practices

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The Seraf Compass Blog

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Referral Promo Codes

Seraf Help Center Sign In

Angel Investing Glossary of Terms