How do the different types of sharing work?

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.

Seraf designed this new time-saving feature to encompass three different types of sharing:

  1. Copy - Information about the company and its rounds will be shared as a basic copy. Any edits you make in the future will not be automatically shared.
  2. Subscription - Information about the company and its rounds will be shared as a linked copy. Any edits you make in the future will be automatically shared as well.
  3. Collaboration - Information about the company and its rounds will be shared as a linked copy. Shared information can be edited or updated by either party, and will be reflected in both accounts. Note: If you choose to collaborate with someone you run the risk of edits being made to the information you entered for this company.

Any investments you add can be shared in any of these three ways. Rest assured that Seraf only shares general information about the company and the round - private data about your personal transaction details will NEVER be shared.

Once you click the Share button, your colleague(s) 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 in their dashboard.  If they are not an existing Seraf subscriber, they can choose to sign up for Seraf before accepting the shared records.

As a reminder, if you share records using the Copy method, any changes you make in the future will not be automatically shared. However, if you use one of the other methods - Subscription or Collaboration - as you make updates to the company information or add a new round of investment, this data will automatically appear in your colleague's account.

To learn more, check out this short video tutorial on Sharing Investments.

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