How can I track the impact of my investments?

You can measure the impact of your entire portfolio by recording portfolio-wide Key Performance Indicators (KPIs) in your Seraf Enterprise account. Simply select the KPIs you'd like to track across all your portfolio companies, indicate the unit of measure, record the actual values, and Seraf will tally them for you automatically to show the overall impact of your investing. You can choose from the default list of KPIs in Seraf, including Employees, Expenses, Net Income, Revenue, or you can add your own custom KPIs in order to capture and quantify what is important to you. You can record any number of different types of impact, including social impact, environmental impact, or economic impact to name a few.

Learn how to add portfolio-wide KPIs.
Learn how to view KPIs.

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

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