The Documents section of your Seraf account is designed to help you stay organized by storing all of your investment-related documents and files in one spot for safe-keeping and future reference. Here are a few examples of what you might like to keep there:
- Investor reports
- Company financial reports
- Term sheets
- Deal documents
- Capitalization tables
- Scans of share certificates
- Signature pages
- Diligence notes
- Scans of checks
- Notes for heirs or estate planners
Seraf's Deal Flow module also enables users to save documents related to their individual prospects, such as pitch decks, financials, due diligence materials, and other notes, records, and summaries.
Learn how to add documents.
Learn about file size limitations.
Learn which file types you can upload.
Learn how to add files to deal flow prospects.
Note that individual account holders not affiliated with an enterprise group on Seraf will have their documents saved in a section labeled Documents & Reports.
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