How do I add my personal investment data?

Congratulations on signing up for Seraf and taking the first step in organizing your portfolio. Now it’s time to start entering your investment information.

There are multiple ways to get started as we've laid out below. In addition, 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. Click here to view all of our checklists.

Direct Input - Accessible through Portfolio Management, add a company, then a round, and finally a transaction individually by selecting the appropriate tab. For help with these steps, see Adding a CompanyAdding a Round and Adding a Transaction.

Import - Accessible through Portfolio Management, import many investments all at once. Download the spreadsheet template supplied, follow the instructions provided in the spreadsheet, and then upload your data to Seraf. For more information on Imports, see how to import multiple investments.

pload the investment documents connected to your investments. Click here for more information on Documents & Reports.

 

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