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.

Note that Enterprise Accounts and those of their members have Documents and Reports split apart as two separate menu items.

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