Investors
- Does Seraf offer investor management?
- How do I add an investor to my Enterprise Account?
- How do I add information about my investors to my Enterprise account?
- How do I invite existing Seraf clients to join my Enterprise account?
- Best Practices for Fund Admins to Onboard Investors
- Best Practices for Group Admins to Onboard Investors
- What benefits are there to activating Investor Accounts in an Enterprise Account?
- What do I need to do before activating Investor Accounts in an Enterprise Group Account?
- How do I manage my Investors' expectations with regard to managing their accounts in Seraf?
- How do I activate Investor Accounts in an Enterprise Account?
- How do I resend login instructions to the investors of my Enterprise Account?
- Where can I find a list of investors in each company, round or fund?
- How can I analyze my investors' performance?
- Where can I find my investors’ IRRs in my Enterprise Account?
- How can I find out how actively my investors are logging into Seraf?
- What happens when an investor leaves my Enterprise group?
- How do I remove an investor from a fund in my Fund account?
- How do I delete an investor from my Enterprise account?