How do I add Notes or Comments about a company or investment fund?

Seraf enables you to keep track of important notes and details regarding your investments. Within each company and investment fund record, as well as rounds and transactions, you can always record a memo, but to share additional time-stamped and user-stamped notes for yourself or to share with your team, you can add them through the Notes tab found within each company and investment fund record. Just type the subject and write your comment. Depending on your account type, you can make the note private to you or, if a member of a group, to the group administrator(s), too. Administrators can keep notes private or share them with the investors in the company or investment fund. Just choose the appropriate visibility setting when saving your note. 

Sharing notes will enable better communication among team members and can serve to keep track of important details that you may or may not want to share with group members or fund LPs. Consolidate all your notes in Seraf to be sure nothing slips through the cracks.

Note that the Notes tab is only available to users who subscribe to our Professional account, Enterprise Account, or those who are activated members of an Enterprise account.

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