To improve your investment outcomes, here are some easy ways to maximize the value of your Seraf Professional account for individual investors. If you're interested in more advanced features, including deal flow management, multi-currency tracking, multi-user login, custom reporting and much more, be sure to request a demo of our Enterprise platform.
- Check your Dashboard - See a snapshot overview and performance highlights. Gain insight into your current holdings, recent activity, returns and IRR. Check reminders for upcoming important dates along with recent portfolio company investor reports and financial statements, or note those companies overdue for reporting.
- Add investment accounts - Track investments made through different investment vehicles or entities, such as a trust or retirement account, or under the name of a family member, company or LLC. Once the proper investment account is attributed to each transaction/investment, you can use the drop-down filter at the top of each page in your account to sort by investment account or view your portfolio in aggregate.
- View current investments - For a breakdown of your portfolio, view the cost basis and current value by company and by each round, and if you invest in funds, view the commitments, calls, amount remaining and current value.
- Record a new or follow-on investment - Keep your portfolio up to date and use the many customizable entry response fields available at the company and round level to keep track of relevant information.
- Record accrued interest - Track accruals for promissory notes, convertible notes and CCDs to ensure accurate financial reporting and a more realistic value of your investments.
- Set a valuation - Update the value of your equity holdings to reflect their current worth. To set a different valuation for each individual round, including unexercised warrants and options as well as SAFEs and notes that have not yet converted, you'll have to upgrade to Enterprise.
- Record an exit - There are ways to record many different exit scenarios whether it be a gain, loss or future payout. You can even record escrow and contingencies as well as stock swaps and distributions.
- View your exits and returns - See how much has been invested and returned, the net proceeds, return multiple, IRR, and any remaining value along with unrealized IRR.
- Analyze your holdings - Gain insight into your portfolio’s performance, including diversification, growth, annual stats and valuation metrics, while viewing in-depth charts and graphs. If you'd like to conduct your own custom analysis, consider upgrading to Enterprise. Access key metrics related to your portfolio, and if you upgrade to Enterprise you could also see fund and individual investor metrics to monitor performance across the board.
- Add tags - Track additional details about companies, investment funds and investors with custom tags to categorize them for analysis or additional follow up. (Available to Enterprise only)
- Turn on email notifications - When you add important dates, be sure to set reminders to be notified of an upcoming event on your Dashboard and via email, when you turn on notifications.
- Organize deal documents - Store investment records in one place so you can easily reference them. Be sure to mark the Document Type as an investor report or financial statement if you want it to be considered a recent report, which makes it easier to then determine which companies are overdue for reporting.
- Track KPIs by company or portfolio-wide - Monitor the performance of portfolio companies with custom key performance indicators to capture and quantify what is important to you. (Available to Enterprise only)
- Generate reports - Access your Account Statements for built-in reporting about your portfolio. If you'd like to create Company Updates to report on specific portfolio companies or if you'd like to generate your own custom reports, consider upgrading to Enterprise.
Be sure to look for different tabs and hover text to access additional information throughout your account.
For more detail about the features and benefits of your account and how to use them, please see this Seraf Product Overview for Individual Accounts. If you'd like to learn more about the features and benefits of our Enterprise account, please visit www.seraf.io.
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