Yes, Seraf enables you to record and track investments in Funds. You can record the fund name, type of fund, industry focus, size, description, key contacts, and more. You can also record your Capital Commitments, Capital Calls and Distributions of Cash and/or Stock, which will be incorporated into your overall investment portfolio as well as the valuable Portfolio Analysis tables and charts.
Learn more about recording and valuing fund investments.
Seraf's fund feature is currently available to Professional level and Enterprise clients only. To see a list of features available across account levels, click here. To upgrade your account, log into your account, visit Account Management, and select Upgrade.