How can I analyze my investors' performance?

Seraf makes it easy for Enterprise Account Managers to analyze their investors' returns. Simply go to the Investor Metrics tab found in Portfolio Analysis to find the answers. The Investor Metrics table shows all of your investors, the amount they've invested, how much has been returned, their realized IRR, the current value of their portfolio, and their unrealized IRR.

Click a column heading to sort the columns and quickly find out which investor has the greatest or least amount of capital at work, who generated the highest returns, or who has the highest unrealized IRR. Furthermore, if you invest as a fund or have investors who use investment accounts, you can specify them in the drop down menu at the top of the page to drill down with greater detail.

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