Fund managers juggling multiple investments and investor relationships face constant pressure to keep all parties informed and aligned. Seraf centralises portfolio data and important dates, but getting those critical updates to your investors, partners and team members still requires separate manual outreach through calls, email or other channels.

Connecting Seraf to Mobile Message through Zapier lets you automate this communication flow. When a new important date is created in Seraf, such as a funding deadline or portfolio review milestone, you can immediately send an SMS to relevant stakeholders with the details. This ensures no one misses critical dates. You can also capture incoming messages by having SMS replies saved as notes within Seraf, creating a complete communication record for each relationship and ensuring nothing slips through the cracks. The result is stronger investor relationships and more efficient fund management overall, achieved through consistent, timely communication across all of your key stakeholders.