Can I store and access multiple contacts for each portfolio company?

Yes, Seraf enables you to keep track of key contacts for each company in which you invest. You can save multiple contacts, their Role (i.e. CEO, CFO, CTO, Founder, Board Member, or custom role), and contact information for easy access. Furthermore, you can view all of your company and fund contacts, as well as sort them by contact role, industry, and location to do targeted communications directly to a specific group of individuals.

For more information on contacts, see:

How do I add company contacts?

How do I sort and filter my contacts?


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