If you need to obtain specific information about your portfolio companies and their financing rounds, we suggest sending this sample email along with our Information Request Worksheet to your portfolio company CEOs.
You can copy and paste the below text and personalize it as you see fit.
Dear [CEO NAME],
I am working with Seraf, to organize and track my portfolio of investments. Since I am an investor in your company, I'd like to ensure that I have accurate information regarding each financing round. Please provide a capitalization table, if available, and complete this short form regarding some of the specific information I'd like to verify.
Kindly return the completed form and cap table to me at your earliest convenience. Thank you very much!