Can I set the valuation of my investments?

Yes, Seraf enables you to be in complete control of your early stage portfolio. Rather than relying on the latest round of financing to set the default current value of your investments, which may be months or years outdated, you can enter a new share price to better reflect the current value of your stock holdings. 

Learn how to record a new valuation for your company and fund investments based on one of several valuation methods, including Mark to Market, 409a Valuation, Company Accountant Letter, Comparable Companies, Discounted Cash Flow, Financing and Other. 

Seraf's custom valuations feature is currently available to Professional and Enterprise clients only. To upgrade your account or to see a list of additional features at these account levels, log into your account, visit Account Management, and select Upgrade.

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