Add Your Investments to Seraf
Investing Checklists
- All Checklists
- Preferred Stock Checklist - Adding a Round
- Preferred Stock Checklist - Adding a Transaction
- Convertible Note Purchase Checklist - Adding a Round
- Convertible Note Purchase Checklist - Adding a Transaction
- Convertible Note Checklist - Adding a Conversion Transaction
Adding Companies
- How do I add a company?
- Which company information does Seraf store?
- Why am I being asked for the industry and product?
- I don't see my company's industry listed. What should I do?
- Can I add my own industry?
- How do I set the stage or status of a company?
Adding Funds
- Can I enter my Fund investments?
- How do I record my investments in funds?
- How do I add an Investment Fund?
- Which investment fund information does Seraf store?
- What is an Investment Fund transaction?
- How do I enter a Capital Commitment for a fund?
Adding Rounds
- Adding Rounds Checklists
- How do I add a round?
- What is a Round in Seraf?
- Which security types does Seraf record?
- How do I change the security type of a round?
- How do I know what the name of the round is?
Adding Transactions
- What is a Transaction in Seraf?
- How do I add a new transaction?
- Which transaction types does Seraf record?
- Adding Transaction Checklists
- How do I record an Investment Fund transaction in Seraf?
- What are Exit Transactions?
Adding Investment Accounts
Adding Valuations
- How do I use Seraf’s valuation tool?
- How do I add a new valuation?
- How do I set the current value of my investments?
- Can I value my convertible notes and warrants in Seraf?
- How do I modify or delete a valuation for a company or fund?
- Where will my valuations be updated?
Adding Contacts
- Which contact fields does Seraf store?
- Can I store and access multiple contacts for each portfolio company?
- How do I add company contacts?
- How can I view my contacts?
- How do I create my own contact role?
- How do I enter multiple contacts?
Adding Notes & Comments
Importing Investments
- Checklists for Adding Investments
- How do I import multiple investments to Seraf?
- What are the Pros and Cons of Using the Import Templates?
- Tips to help with Imports
- What are Transaction IDs and why do I need them?
- Why isn't my import working?