Seraf records a variety of transaction types typical of early stage investing.
For Companies, transaction types include:
- Contingent Payment
- Contingent Payment Assignment
- Distribution of Cash
- Distribution of Stock
- Dividend in Cash
- Dividend in Stock
- Escrow Assignment
- Escrow Release
- Interest Paid in Cash
- Interest Paid in Stock
- Investment Fees
- Management Fees
- Note Purchase
- Note Conversion
- Note Redemption
- Note Sale
- Options Grant
- Options Vesting
- Options Exercise
- Other
- Restricted Stock Grant
- Restricted Stock Vesting
- SAFE* Purchase
- SAFE* Conversion
- SAFE* Sale
- Stock Purchase
- Stock Sale
- Stock/Unit Split
- Stock/Unit Swap
- Unit Purchase
- Unit Sale
- Warrants Grant
- Warrants Exercise
- CCD** Purchase
- CCD** Conversion
- CCD** Redemption
- CCD** Sale
* SAFE = Simple Agreement for Future Equity
**CCD = Compulsory Convertible Debenture
For Investment Funds, transaction types include:
- Capital Call
- Capital Commitment
- Distribution of Cash
- Distribution of Cash - Carry
- Distribution of Cash - Income
- Distribution of Stock
- Distribution of Stock - Carry
- Distribution of Stock – Income
- Investment Fees
- Management Fees
- Other
Check this FAQ to see a list of the different types of securities you can record.
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