What’s included in an Update report?

Seraf enables Enterprise account holders to provide Updates as often as they’d like for each company in their portfolio. These updates are accessible to all activated investors in their account who have invested in the particular company to which the Update pertains, whether it be directly, through a fund or via another entity.

An Update includes text-based commentary on the performance of a company. The content of the report is at the discretion of the Enterprise Account Manager.

By default, however, Seraf automatically adds certain company-specific details to each Update, as long as the details have been entered in the company profile:

  • Company Logo
  • Description
  • Legal Name
  • Website
  • Industry
  • Product
  • City
  • State
  • CEO Name or primary contact
  • Key Performance Indicators

Additionally the update may contain investment history, valuation history, and KPI history, depending on how much information is available about the company.

Learn how to add an Update.
Learn how to view an Update.

Note that KPIs and Updates are only available to Enterprise accounts and their members.

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