What to do when you first log in to Seraf
Get Started Investing Checklists
- All Checklists
- Preferred Stock Checklist - Adding a Round
- Preferred Stock Checklist - Adding a Transaction
- Convertible Note Purchase Checklist - Adding a Round
- Convertible Note Purchase Checklist - Adding a Transaction
- Convertible Note Checklist - Adding a Conversion Transaction
What do I need to get started?
- How do I get the information I need from my portfolio company?
- How do I know what level of service is right for my needs?
- What does Seraf offer for customization?
- Sample letter to CEO requesting round information
- How do I upgrade to a different level of service?
- I invest under multiple entities. Can I set up multiple investment accounts?
Add your investments
- How do I add my investments to Seraf?
- How do I add more than one investment account?
- How do I know which investment account I am adding data to?
- Can I track Fund investments in Seraf?
- How does Seraf’s Contact Management work?
- Can I track my % ownership in each portfolio company using Seraf?