Seraf Help Center
Getting Started
Getting Started Video Tutorial
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?
- Sample letter to CEO requesting round information
- How do I know what level of service is right for my needs?
- 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 angel investments
- Can I store and organize my investment documents on Seraf?
- What if I'm missing key information about my investments?
- Video Tutorials
- How do I add my personal investment data?
- How do I add more than one investment account?
- Can I set the valuation of my investments?
Tracking Your Angel Investments
Dashboard
Viewing Current Investments
- Learn More - Current Investments Video
- 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?
- Why are my Convertible Notes showing up as Preferred Stock?
- How do I find details about a particular company, fund or round?
Transaction Register
- Learn More - Transaction Register Video
- What is the purpose of the transaction register, and how do I use it?
- What is the order of the Transaction Register?
- How can I get more detail about a company or a transaction?
- What is the Balance column for?
- What should I do if some of the information is incorrect?
Editing & Deleting Investments
- Video Tutorial on Editing & Deleting Investments
- How do I add more details to my Quick Add investments?
- How do I delete a Company, Round or Transaction?
- How do I edit a Company, Round or Transaction?
- One of my companies failed. What do I do?
- One of my companies was acquired. What do I do?
Viewing Exited Investments
- Learn More - Exited Investments Video
- 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?
Adding Your Angel Investments to Seraf
Video Tutorials: How to Add Your Angel Investments
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 new company?
- 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?
- What is the percent complete column for?
Adding Funds
- Can I enter my Fund investments?
- How do I record my investments in Funds?
- How do I add a Fund to my Seraf account?
- What is a Fund transaction?
- How do I enter a Capital Commitment for a fund?
- How do I enter a Capital Call for a fund?
Adding Rounds
- Video Tutorials on Creating New Rounds
- Adding Rounds Checklists
- How do I add a round?
- What is the percent complete column for?
- How do I know what the name of the round is?
- What do I do if the round had multiple closings?
Adding Transactions
- Video Tutorials on Entering Transactions
- Adding Transaction Checklists
- How do I add a new transaction?
- How do I record a Fund transaction in Seraf?
- What is the percent complete column for?
- How do I enter a Stock Swap?
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
- 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?
- How can I sort and filter my contacts?
Quick Add Feature
Importing Investments
Angel Portfolio Analysis
Portfolio Analysis Video - Learn more
Diversification
Portfolio
- How is IRR calculated in Seraf?
- 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 Investment Valuations table?
- What does the Portfolio Growth by Company chart show?
- Can I adjust the date range on the Portfolio Value chart?
Annual Stats
Valuations
Angel Investing Key Metrics
Seraf's Video Collection & Tutorials
Check out our entire collection of videos
Angel Investing Documents & Important Dates
Uploading Your Angel Investing Documents to Seraf
- How do I add a new document step by step?
- What are the Document Visibility settings?
- What size files can I send to my Seraf email account?
- Is there a file size limit to emailed files?
- Where did the Digital Locker go?
- What types of documents should I add to Seraf?
Viewing Your Angel Investing Documents
Editing & Deleting Documents
Adding Important Dates
Viewing Important Dates
Editing & Deleting Important Dates
Sharing Investments & Reporting
Sharing Investments
- Can I share deal information with colleagues?
- How do I share investment records with co-investors?
- How can I share my investment data with family or advisors?
- How does sharing records work?
- What does the email say when I share an investment record with someone?
- Can I edit the message that gets included when I share with a colleague?
Reporting
Resources for Enterprise Accounts
Investors
- What does it mean to Lock 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?
User Guide for Investors of 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?