Go to Account Management and follow the steps below to set up your individual Seraf account as an Advanced or Professional user.
Login Information
Click "Update Login" to change your username, change your password, and change your email address. You can also select your time zone and review Seraf’s Terms of Use.
Account Settings
Click "Update Settings" to update your name, contact information, and currency. Choose if you'd like to hide overdue notices and if you'd like to turn on email notifications. Update the following items:
- Basic Information - update your name (reflected on the top right corner when logged in), primary email, phone number, and notes
- Seraf Settings - choose your preferred currency (USD is set as the default). You can also choose to hide overdue notices, if you do not plan to save investor reports or financial statements in your account.
- Address: add your address and alternate email or phone number
- Contacts: record additional contacts such as family members, advisors, or accountants, for reference.
Go to the tab for Notifications to turn on email notifications for important date reminders you set. Specify which email address(es) should receive the notification. This will inform the recipient of upcoming Important Dates.
Investment Account(s) (Professional level only)
If you invest through multiple entities, such as a company, trust or IRA, you can track each one as a separate Investment Account. Learn how to add an investment account.
E-mail Address to Submit Investment Documents
In addition to uploading documents, you can generate a Seraf email address to send files directly to your account. Documents can be stored at the account level, or filed under a specific company for easy access.
Document Storage
Check your total and remaining storage. Advanced users have 1GB and Professional users have 5GB of storage space available to store a variety of investment-related documents.
Refer a Colleague
Share your Promotional Code with a friend or colleague — when they use it, you'll both get 30 days free.
Subscription
View your subscription level and renewal date along with the option to update your credit card information.
Advanced users can upgrade to our Professional Plan to access additional features like adding investment accounts, recording fund investments, and updating valuations of current holdings.
Interested in more advanced features, such as deal flow management, multi-currency, multi-user access, KPI tracking, custom analysis, and reporting? Contact us to learn more about our Enterprise offering designed for venture funds, angel groups, family offices, and other investment organizations.
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