As an Enterprise Group or Fund administrator, it is very important to have good communications with your investors. When managing a Seraf Enterprise Account with active investor accounts, it is important to clearly articulate expectations with your investors. This way they will know exactly who is responsible for providing what and when. Here are a few tips for helping you set and manage your investors' expectations:
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Set expectations with your investors regarding:
- Who will enter information on behalf of the organization
- What investment information will be added by administrators (i.e. companies, rounds, transactions, deal documents, KPIs)
- Which portfolio company or investment fund reports and financials will be uploaded by the administrators
- When information will be added (i.e. after receiving closing documents, at quarter end)
- What information investors can add (i.e. upload documents such as deal notes, copy of share certificate, signature pages)
- What information you will need from them, if anything, such as the names of entities under which they invest or specific investment information
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Indicate to whom investors should direct questions
- Specify to whom investors should direct account questions pertaining to investments in their Seraf account
- Let them know that as an investor in your organization, they are entitled to 50% off of Seraf's annual Professional Plan should they wish to track other of their investments as well. Contact us for more information.
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