Can I track my % ownership in each portfolio company using Seraf?

Seraf enables you to track your % ownership in portfolio companies by recording key data points: the number of company shares outstanding and the number of shares owned by you.

To enter the number of Shares Outstanding in a portfolio company:

  • Go to Portfolio Management and select the tab for Companies.
  • Create a new company by selecting the button for “Add Company” or edit an existing company record by selecting the pencil icon in the appropriate row.
  • In the section for Corporate Info, find the box for Shares Outstanding and enter the number of shares outstanding from the most recent company cap table.
  • Save your entry.

You will find your percentage ownership of each company in the Portfolio tab of Portfolio Analysis in the chart for Company Values.

Note that in order for the % of Total column to calculate, you must enter the number of Shares Outstanding for each company as well as the number of Shares for each stock-related transaction.

Note that our advanced analytics are only available to Advanced, Professional, and Enterprise customers. 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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