Enterprise account admins can view a list of investors in each company, fund and round on the tab for Investors when they view the specific page for each company, fund and round. These pages are most easily accessed in Current Investments and Portfolio Management but can also be accessed from other areas on Seraf just by clicking on the name of a company, fund or round.
The Investor tab shows a list of all the current investors, the account under which they made the investment, and their holdings by Basis, Shares, and Value. Investors who have exited their holdings in the entity will also appear on the list, however they will have no current entries on the schedule. Each column is sortable and the whole table can be exported.
This page is particularly useful when verifying information and adding transactions, especially when using Investment Accounts.