General

Signing Up for Seraf

• How do I upgrade to a different level of service?
• How do I know what level of service is right for my needs?
• Can my angel group use Seraf?
• Can I private label Seraf for my angel group?
• Are there group discounts or enterprise pricing?

Seraf Pricing

• How do I upgrade to a different level of service?
• How do I know what level of service is right for my needs?
• Can I get my data back if I want to leave?
• Can my investment group use Seraf?
• Are there group discounts or enterprise pricing?

Security and Privacy

• Is my information secure?
• How is my information used?
• What happens to my data after I stop using Seraf?
• Where are documents stored?
• What if I want to stop sharing with someone?
• Can people I share with make changes to my data?

Seraf Account Management

• How do I log into my Seraf account?
• How do I know what account level I am?
• How do I access my Quarterly Statement?
• How do I set up an email address for forwarding documents?
• How do I update my personal information?
• How do I upgrade to a different level of service?

See all 19 articles

Sharing Access to Seraf

• How do I share access to my Seraf account with family and advisors?
• Can I download reports to share with others?
• What if I want to stop sharing with someone?
• Can people I share with make changes to my data?
• What happens to my account if I become ill or incapacitated?

Angel Investing Best Practices

• ★ Do you publish any angel investing books?
• Angel Investing Books
• Understanding Equity Deal Terms
• Guides to Angel Investing Documents
• Angel 101
• Angel 201

See all 15 articles

The Seraf Compass Blog

• Does Seraf publish an angel investing blog?
• What are the Best Angel Investing Blogs?
• Can I subscribe to the Blog?  How?
• Can I submit articles or blogs for the Seraf site?
• I would like to use Seraf content on my site. How can I get permission?
• How often are new blog posts added?

See all 7 articles

Referral Promo Codes

• How does the Refer a Colleague program work?
• Can I refer a colleague and get a free month without sharing company records?
• I shared with a colleague. How do I get my free month?

Seraf Help Center Sign In

• Why do I need to sign in to the Help Center?
• I want to leave a comment. How do I sign in?
• What credentials should I use to sign in to the Help Center?

Angel Investing Glossary of Terms

• Understanding Equity Deal Terms
• Guides to Angel Investing Documents
• Angel Investing Document Checklists
• Angel Investing Terms