The Valuations page, found within Seraf’s Portfolio Analysis section, shows the current valuation of your company and fund investments. In the chart, you are able to see the date of each valuation as well as the method used to determine it. Additionally you can compare the cost basis to the current value, see the multiple of cost basis, and determine the unrealized IRR of your investments. This page helps you to view the breakdown of the current value of your account and determine if it best represents the value of your current portfolio.
To set a valuation, follow these instructions.
Seraf's valuation analytics are available to Professional and Enterprise clients. To upgrade your account or to see a list of additional features at these account levels, log into your account, visit Account Management, and select Upgrade.