To learn about what you’ll find in each section of your Advanced or Professional account for individual investors, please view the attached Product Overview. It provides some highlights and helpful links to additional information to familiarize you with all the features available to individual Seraf account holders. Plus, this overview will help users learn how to record, view, manage and analyze their portfolio of investments and report on overall performance with ease.
Be sure to also check out our mini demo!
And, if you're interested in more advanced features, including multi-user log in, deal flow management, KPI tracking, multi-currency tracking, round by round valuations and customized reporting, be sure to check out our Enterprise offering for investment groups, syndicates, funds, family offices and other investment organizations.
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