Adding investments to Seraf is easy. You can enter investments individually through the tabs in Portfolio Management or in bulk using our Import template. You can also use the orange “Add New…” button on the left side menu bar from any page in your account to quickly add context-sensitive entries one at a time.
Seraf requires that each direct investment in a company has a round and transaction associated with it. If you have multiple investments in the same company, you may need to add several rounds and transactions to track your holdings accordingly. If you invest in funds, you’ll follow a similar process by adding an investment fund and fund transactions.
Whether you're adding investments directly one at a time or in bulk via import, here are some instructions on how to do it.
To add investments in Companies:
To add investments in Investment Funds:
Seraf provides checklists that outline what information you need in order to add rounds and transactions, and where to find that information in your investor documents. Add as much information as you’d like, knowing that the more detail you add, the easier it will be to manage your investments in the future. You can always go back to edit or add additional information at any time.