Seraf allows you to save relevant information about each company in your account. You have the ability to add as much or as little detail as you wish per the available fields. Below is an overview of which fields are included in each company profile page.
The Company Form is grouped into different sections for Basic Information, Corporate Info, Address, Contacts, Lawyer, Description, and Key Performance Indicators, each of which can be expanded or contracted to view more or less detail.
Basic Information
- Company Name
- Industry
- Product / Service Type
- Product / Service Description
- Website
Corporate Info
- Legal Name
- Company Logo
- Legal Structure
- Tax Structure
- Shares Outstanding
- Stage
- SEC CIK #
- Sales Channel
- Governance
Address
- Street Address
- City
- State
- Zip/Postal Code
- Country
Contacts
Lawyers
- Attorney
- Attorney Email
- Law Firm
Description
- Description - Summary of the company's business
- Memo - Notes
- URL Link to Documents
Key Performance Indicators (available to Enterprise clients and their members only)
- Choose any number of indicators from the list or add a custom field to track
- Employees
- Expenses
- Net Income
- Revenue
- New Category
Learn how to add a company.
Learn how to edit a company.
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