What to do when you first log in to Seraf
- 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
- How do I get the information I need from my portfolio company?
- Sample letter to CEO requesting round information
- How do I know what level of service is right for my needs?
- How do I upgrade to a different level of service?
- I invest under multiple entities. Can I set up multiple investment accounts?
- Does it cost extra to have multiple investment accounts?
- Can I store and organize my investment documents on Seraf?
- What if I'm missing key information about my investments?
- Video Tutorials
- How do I add my personal investment data?
- How do I add more than one investment account?
- Can I set the valuation of my investments?