How can I share my investment data with family or advisors?

If you are interested in sharing your investment data with family members or advisors, you have multiple options:

1) You can give them direct access to your account by providing them with your username and password. Just keep in mind that they will be able to make changes to your data.

2) You can print or download reports to share. 

Seraf Advanced Portal subscribers can print Word reports.

Seraf Professional Portal subscribers can download CSV, Excel or Word reports and email or print them. (If you are interested in upgrading your subscription level, please Contact Us).

To print or download a report, click on the preferred icon(s) in the upper right corner above the following tables:

  • Current Investments (By Company or By Round)
  • Exited Investments (By Company or By Round)
  • Transaction Register

If you are using a Mac, you may need to use a Microsoft compatible program to fully view the reports.

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