How do I share investment records with co-investors?

You can share information about companies and rounds of investment with colleagues. Seraf provides powerful data sharing and collaboration features to make your life easier.

To share records, just visit the company page of any company in your portfolio and look for the Share tab. Or you can share directly from Portfolio Management by selecting the Share icon in the Edit / Share column next to the relevant company.

First, enter the email addresses of the people you want to share with, then confirm how you want your name to appear in the email. Next, you can add a short message, or use the default note Seraf has provided.

Lastly, click the Share button. Your record will be copied, such that the recipient will have a duplicate of the company record and its associated rounds. Any edits you make in the future will not affect their copy. Rest assured that Transaction data about your personal transaction details is private and will NEVER be shared. 

The sharing recipient will be notified via email. If they are already a Seraf client, they can click the link in the email or simply log in to their account and accept the shared information on their dashboard. If they are not an existing Seraf subscriber, they can choose to sign up for Seraf before accepting the shared records. And, for every new customer who signs up because of your sharing invitation, you will receive a free month of Seraf, and they will too. It’s a win-win for everyone!

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