You can measure the performance and impact of your entire portfolio by recording portfolio-wide KPIs as well as company-specific KPIs in your Seraf Enterprise account. Simply track KPIs across your entire portfolio of companies and/or track KPIs specific to each individual portfolio company, depending on the type of data you'd like to capture and measure.
Learn how to add portfolio-wide KPIs.
Learn how to add company-specific KPIs.
After adding KPI fields, you can enter the Actual and Target values for each KPI and monitor performance over time. Seraf will automatically calculate the total value of portfolio-wide KPIs across all companies in your portfolio to provide you with the overall impact of your entire portfolio.
Learn how to add KPI values.
Learn how to request KPIs from portfolio companies.
Learn how to view your KPIs.
Learn how to edit custom KPIs.
Note that KPIs and Updates are only available to Enterprise accounts and their members.