Resources for Enterprise Accounts
Managing Funds on Seraf
- User Guide for Admins of Enterprise Fund Accounts
- How do I record commitments, calls and distributions for my LPs?
- Does Seraf offer administrative access for Funds?
- How can I set up administrative users for my Seraf Enterprise Fund account?
- How do I record management fees for the fund I manage?
- What's the difference between a Portfolio Management Fee and a Fund Management Fee?
Deal Flow Management
- How do I set up my pipeline and deal flow process?
- How do I set up my deal flow application form?
- How do I assign admin access to Deal Flow?
- How do I add a prospect company to my deal flow pipeline?
- How do I import prospects into my deal flow pipeline?
- How do I view application submissions?
Administrative Access
- Does Seraf offer multi-user or administrative log ins?
- Does Seraf offer administrative access for Enterprise accounts?
- How can I set up administrative users for my Seraf Enterprise Group account?
- How do I change the Primary Account holder of my Seraf Enterprise account?
- How do I change the Admin of my Seraf Enterprise account?
Investors
- How do I add an investor to my Enterprise Account?
- How do I add information about my investors to my Enterprise account?
- How do I invite existing Seraf clients to join my Enterprise account?
- What benefits are there to activating Investor Accounts in an Enterprise Account?
- What do I need to do before activating Investor Accounts in an Enterprise Account?
- How do I manage my Investors' expectations with regard to managing their accounts in Seraf?
Investment Accounts
- How do I add an investment account for an investor in my Enterprise account?
- How do I edit or delete an investment account in my Enterprise account?
- How do I change the default investment account for an investor in my Enterprise account?
- What does the asterisk (*) mean on the Investment Accounts page in my Enterprise account?
Updates & KPIs
- How do I add Key Performance Indicators (KPIs) to my Enterprise account?
- How do I add portfolio-wide Key Performance Indicators (KPIs) to my Enterprise account?
- How do I add company-specific Key Performance Indicators (KPIs) to my Enterprise account?
- How can I track the impact of my investments?
- How do I add KPI values / data points?
- Can I track Actual and Target KPIs?