What types of documents should I add to Seraf?

The Documents & Reports section of your Seraf account is designed to help you stay organized by storing all of your investment-related documents in one spot for safe-keeping and future reference. Here are a few examples of what you might like to keep there:

  • Investor reports
  • Company financial reports
  • Term sheets
  • Deal documents
  • Capitalization tables
  • Scans of share certificates
  • Signature pages
  • Diligence notes
  • Scans of checks
  • Notes for heirs or estate planners

Read more about how to add documents.

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