Seraf Help Center
Getting Started
Product Overview
Getting Started Investing Checklists
- All Checklists
- Preferred Stock Checklist - Adding a Round
- Preferred Stock Checklist - Adding a Transaction
- Convertible Note Purchase Checklist - Adding a Round
- Convertible Note Purchase Checklist - Adding a Transaction
- Convertible Note Checklist - Adding a Conversion Transaction
What do I need to get started?
- How do I get the information I need from my portfolio company?
- How do I know what level of service is right for my needs?
- Sample letter to CEO requesting round information
- How do I upgrade to a different level of service?
- I invest under multiple entities. Can I set up multiple investment accounts?
- Does it cost extra to have multiple investment accounts?
Adding your investments
- How do I add my investments to Seraf?
- How do I add more than one investment account?
- How do I know which investment account I am adding data to?
- Can I track Fund investments in Seraf?
- How does Seraf’s Contact Management work?
- Can I track my % ownership in each portfolio company using Seraf?
Tracking Your Angel Investments
Dashboard
Viewing Current Investments
- I added a company but can't find it in my Current Investments table
- How are investments organized?
- How do I update the value column?
- How do I find details about a particular company, fund or round?
- How do I find details about a particular round?
- How do I find details about a particular transaction?
Viewing Exited Investments
- Where can I find the Realized IRR and Unrealized IRR of my investments in Seraf?
- What is Realized IRR versus Unrealized IRR?
- What is IRR?
- What is an Exit Multiple?
- How are the Exit Multiple and IRR calculated?
- Why do the Exit Multiples and IRRs vary so much by round?
Transaction Register
Editing & Deleting Investments
- How do I add more details to my investments?
- How do I delete a Company, Investment Fund, Round or Transaction?
- How do I edit a Company, Investment Fund, Round or Transaction?
- One of my companies failed. What do I do?
- One of my companies was acquired. What do I do?
- My investment is showing up in the wrong investment account. How do I switch my accounts?
Other
Adding Your Angel Investments to Seraf
Investing Checklists
- All Checklists
- Preferred Stock Checklist - Adding a Round
- Preferred Stock Checklist - Adding a Transaction
- Convertible Note Purchase Checklist - Adding a Round
- Convertible Note Purchase Checklist - Adding a Transaction
- Convertible Note Checklist - Adding a Conversion Transaction
Adding Companies
- How do I add a company?
- Which company information does Seraf store?
- Why am I being asked for the industry and product?
- I don't see my company's industry listed. What should I do?
- Can I add my own industry?
- How do I set the stage or status of a company?
Adding Funds
- Can I enter my Fund investments?
- How do I record my investments in funds?
- How do I add an Investment Fund?
- Which investment fund information does Seraf store?
- What is an Investment Fund transaction?
- How do I enter a Capital Commitment for a fund?
Adding Rounds
- Adding Rounds Checklists
- How do I add a round?
- What is a Round in Seraf?
- Which security types does Seraf record?
- How do I change the security type of a round?
- What is the percent complete column for?
Adding Transactions
- What is a Transaction in Seraf?
- Adding Transaction Checklists
- How do I add a new transaction?
- Which transaction types does Seraf record?
- How do I record an Investment Fund transaction in Seraf?
- What are Exit Transactions?
Adding Investment Accounts
Adding Valuations
- How do I use Seraf’s valuation tool?
- How do I add a new valuation?
- How do I set the current value of my investments?
- Can I value my convertible notes and warrants in Seraf?
- How do I modify or delete a valuation for a company or fund?
- Where will my valuations be updated?
Adding Contacts
- Which contact fields does Seraf store?
- Can I store and access multiple contacts for each portfolio company?
- How do I add company contacts?
- How can I view my contacts?
- How do I create my own contact role?
- How do I enter multiple contacts?
Importing Investments
- Checklists for Adding Investments
- How do I import multiple investments to Seraf?
- What are the Pros and Cons of Using the Import Templates?
- Tips to help with Imports
- What are Transaction IDs and why do I need them?
- Why isn't my import working?
Angel Portfolio Analysis
Diversification Tab
Portfolio Tab
- What does the Portfolio tab show in Portfolio Analysis?
- What do the different columns on the Investments by Round table represent?
- What can I learn from the Company Values table?
- What does the Portfolio Growth by Company chart show?
- Can I adjust the date range on the Portfolio Value chart?
- Why is % of Total not showing in my Seraf account?
Annual Stats Tab
Valuations Tab
Angel Investing Key Metrics Tab
Investor Metrics Tab
Angel Investing Documents & Important Dates
Uploading Your Angel Investing Documents to Seraf
- What is in the Documents & Reports section?
- What types of documents should I add to Seraf?
- How do I add a new document or file?
- How do I add a new document step by step?
- How are documents categorized in Seraf?
- What are the Document Visibility settings?
Viewing Your Angel Investing Documents
- What does Seraf offer for document storage and record-keeping?
- How can I store my deal documents?
- How do I link my Seraf account to outside documents?
- How do I snooze an Overdue Report notice?
- How do I hide Overdue Reports from showing in my account?
- I can't see all of my investor reports. Why not?
Editing & Deleting Documents
Adding Important Dates
Viewing Important Dates
Editing & Deleting Important Dates
Reporting & Sharing Investments
Reporting
- What kind of reporting does Seraf offer?
- Does Seraf offer custom reporting?
- What is included in Account Statements?
- What's in my Account Statement?
- Can I download reports?
- Can I export my data from Seraf?
Sharing Investments
Resources for Enterprise Accounts
Managing Funds on Seraf
- User Guide for Admins of Enterprise Fund Accounts
- How do I record commitments, calls and distributions for my LPs?
- Does Seraf offer administrative access for Funds?
- How can I set up administrative users for my Seraf Enterprise fund account?
- How do I record management fees for the fund I manage?
- What's the difference between a Portfolio Management Fee and a Fund Management Fee?
Administrative Access
Investors
- How do I add information about my investors to my Enterprise account?
- How do I add an investor to my Enterprise Account?
- 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 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?
Investment Accounts
- How do I add an investment account for an investor in my Enterprise account?
- How do I edit or delete an investment account in my Enterprise account?
- How do I change the default investment account for an investor in my Enterprise account?
- What does the asterisk (*) mean on the Investment Accounts page in my Enterprise account?
Updates & KPIs
- How do I add Key Performance Indicators (KPIs) to my Enterprise account?
- How do I add portfolio-wide Key Performance Indicators (KPIs) to my Enterprise account?
- How do I add company-specific Key Performance Indicators (KPIs) to my Enterprise account?
- How can I track the impact of my investments?
- How do I add KPI values / data points?
- Can I track Actual and Target KPIs?
User Guide for Investors of Enterprise Accounts
User Guide for Admins of Enterprise Group Accounts
Additional Resources for Enterprise Accounts
General
Signing Up for Seraf
- How do I know what level of service is right for my needs?
- Can my angel group use Seraf?
- Are training and support included with my Seraf subscription?
- What type of support services does Seraf offer?
- How do I upgrade to a different level of service?
- Can I private label Seraf for my angel group?
Seraf Pricing
Security and Privacy
- Is my information secure?
- How is my information used?
- Who owns the investment data entered in Seraf?
- What happens to my data after I stop using Seraf?
- Where are documents stored?
- What if I want to stop sharing my account with someone?
Seraf Account Management
- How do I log into my Seraf account?
- How do I know what account level I am?
- How do I access my Quarterly Statement?
- How do I set up an email address for forwarding documents?
- How do I update my personal information?
- How do I upgrade to a different level of service?
Sharing Access to Seraf
Angel Investing Best Practices
- ★ Do you publish any angel investing books?
- Angel Investing Books
- Understanding Equity Deal Terms
- Guides to Angel Investing Documents
- Angel 101
- Angel 201
The Seraf Compass Blog
- Does Seraf publish an angel investing blog?
- What are the Best Angel Investing Blogs?
- Can I subscribe to the Blog? How?
- Can I submit articles or blogs for the Seraf site?
- I would like to use Seraf content on my site. How can I get permission?
- How often are new blog posts added?