How are documents categorized in Seraf?

Seraf enables you to organize the documents in your account into different categories for easy future retrieval. Each time you upload a document, you can indicate the date and to which company or fund the file pertains, if any, as well as select the Document Type. These types include the default categories shown below as well as the ability to add your own custom category:

  • Cap Table
  • Deal Document
  • Financial Statement
  • Investor Report
  • Term Sheet
  • Valuation Report
  • Email (non-investor report) 
  • Miscellaneous
  • Other

Your saved documents will be easily accessible in the Documents section, and also accessible from each entity record with which they are associated. Plus, all Investor Reports and Financial Statements will appear on your Dashboard under Recent Reports for 90 days after their Document Date. 

Note that individual account holders not affiliated with an enterprise group on Seraf will have their documents saved in a section labeled Documents & Reports. 

Learn how to add a document.

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