Resources for Enterprise Accounts
Managing Funds on Seraf
- User Guide for Admins of Enterprise Fund Accounts
- How do I record commitments, calls and distributions for my LPs?
- Does Seraf offer administrative access for Funds?
- How can I set up administrative users for my Seraf Enterprise Fund account?
- What do I need to do before activating Investor Accounts in a Fund Account?
- Team Transition in an Enterprise Fund Account
Deal Flow Management
- How to Use Seraf's Deal Flow Management
- How do I set up my pipeline and deal flow process?
- How do I set up my deal flow application form?
- How do I assign admin access to Deal Flow?
- How do I add a prospect company to my deal flow pipeline?
- How do I import prospects into my deal flow pipeline?
Administrative Access
- Does Seraf offer multi-user or administrative log ins?
- Does Seraf offer administrative access for Enterprise accounts?
- How can I set up administrative users for my Seraf Enterprise Group account?
- Team Transition in an Enterprise Group Account
- How do I change the Primary Account holder of my Seraf Enterprise account?
- How do I change the Admin of my Seraf Enterprise account?
Investors
- Does Seraf offer investor management?
- How do I add an investor to my Enterprise Account?
- How do I add information about my investors to my Enterprise account?
- How do I invite existing Seraf clients to join my Enterprise account?
- Best Practices for Fund Admins to Onboard Investors
- Best Practices for Group Admins to Onboard Investors
Investment Accounts
- How do I add an investment account for an investor in my Enterprise account?
- How do I edit or delete an investment account in my Enterprise account?
- How do I change the default investment account for an investor in my Enterprise account?
- What does the asterisk (*) mean on the Investment Accounts page in my Enterprise account?
Updates & KPIs
- How do I add Key Performance Indicators (KPIs) to my Enterprise account?
- How do I add portfolio-wide Key Performance Indicators (KPIs) to my Enterprise account?
- How do I add company-specific Key Performance Indicators (KPIs) to my Enterprise account?
- How can I track the impact of my investments?
- How do I add KPI values / data points?
- Can I track Actual and Target KPIs?