Seraf Help Center
Deal Flow Management
Deal Flow Management Overview
About Seraf's Deal Flow Management
Venture Fund Deal Flow Management
Angel Group Deal Flow Management
Analyze Your Investments
Overview
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
Key Metrics Tab
Custom Analysis Tab
Investor Metrics Tab
Portfolio Management
About Seraf’s Portfolio Management
Venture Fund Portfolio Management
Angel Group Portfolio Management
Family Office Portfolio Management
Report on Performance
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?
Get Started
Product Overview
Get 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?
- What does Seraf offer for customization?
- 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?
Add 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?
Manage Documents & Important Dates
Uploading Your Investment 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 Investment 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
Add Your 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?
- How do I add a new transaction?
- Which transaction types does Seraf record?
- Adding Transaction Checklists
- 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?
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?
Deal Flow Management
- How to Use Seraf's Deal Flow Management
- How do I set up my pipeline and deal flow process?
- How do I set up my deal flow application form?
- How do I assign admin access to Deal Flow?
- How do I add a prospect company to my deal flow pipeline?
- How do I import prospects into my deal flow pipeline?
Administrative Access
- Does Seraf offer multi-user or administrative log ins?
- Does Seraf offer administrative access for Enterprise accounts?
- How can I set up administrative users for my Seraf Enterprise Group account?
- How do I change the Primary Account holder of my Seraf Enterprise account?
- How do I change the Admin of my Seraf Enterprise account?
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?
- 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?
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
Track Your Investments
Dashboard
View 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?
View 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
Edit & Delete 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
General Information
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
- Verify & Update Contacts
- How do I share access to my Seraf account with family and advisors?
- Can I download reports to share with others?
- What if I want to stop sharing my account with someone?
- Can people I share my account with make changes to my data?
- What happens to my account if I become ill or incapacitated?
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?