Which investment fund information does Seraf store?

Seraf allows you to save relevant information about each investment fund 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 investment fund profile page. Note that this information pertains to funds in which you invest as a Limited Partner (LP), not for funds that you manage on Seraf's Enterprise Portal. 

The Investment Fund Form is grouped into different sections for Basic Information, Corporate Info, Address, Contacts, Lawyer, and Description, each of which can be expanded or contracted to view more or less detail.

Basic Information

  • Fund Name
  • Fund Type
  • Fund Industry
  • Fund Size
  • General Partner/Manager
  • Website


  • Investment Manager First Name
  • Investment Manager Last Name
  • Investment Manager Email
  • Investment Manager Phone
  • Administrative Contact Name
  • Administrative Email
  • Administrative Phone


  • Street Address
  • City
  • State/Province
  • Zip/Postal Code
  • Country


  • Attorney
  • Attorney Email
  • Law Firm


  • Description - Summary of the investment fund
  • Memo - Notes
  • URL Link to Documents

Learn how to add an investment fund.

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