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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Tracking Your Angel Investments

Dashboard

Viewing Current Investments

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Viewing Exited Investments

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Transaction Register

Editing & Deleting Investments

Adding Your Angel 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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Angel Portfolio Analysis

Diversification Tab

Portfolio Tab

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Annual Stats Tab

Valuations Tab

Angel Investing Key Metrics Tab

Investor Metrics Tab

Angel Investing Documents & Important Dates

Uploading Your Angel Investing Documents to Seraf

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Viewing Your Angel Investing Documents

Editing & Deleting Documents

Adding Important Dates

Viewing Important Dates

Editing & Deleting Important Dates

Reporting & Sharing Investments

Reporting

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Sharing Investments

Resources for Enterprise Accounts

Managing Funds on Seraf

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Administrative Access

Investors

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Investment Accounts

KPIs and Updates

User Guide for Investors of Enterprise Accounts

User Guide for Admins of Enterprise Group Accounts

General

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