Where will my valuations be updated?

Once you add new valuations to your account and update calculations, your entire account will reflect them. To give you a complete overview of your portfolio, your valuations appear in many parts of your Seraf account, including the Dashboard, Current Investments (Value by Company, Fund, and Round), Exits & Returns (Remaining Value and Unrealized IRR), and Portfolio Analysis charts and graphs.

Within Portfolio Analysis, you will find a Valuations tab, which summarizes all the valuations currently active, by Company and Fund, as well as the new price, methodology, date, cost basis, multiple of cost basis and unrealized IRR. Plus, Enterprise users can see a summary of valuations, including round by round valuations, on the Investment tab of each company record.

Have more questions? Submit a request


Powered by Zendesk