Track Your Investments

Dashboard

• What does the Dashboard show in my Seraf account?
• What are the insights I can get from my Dashboard?
• What makes a report "recent"?
• What is the difference between “IRR if Liquidated at Current Valuation” and “Cumulative IRR from all Exits”?

View Current Investments

• I added a company but can't find it in my Current Investments table
• How are investments organized?
• How do I update the value column?
• How do I find details about a particular company, fund or round?
• How do I find details about a particular round?
• How do I find details about a particular transaction?

See all 17 articles

View Exited Investments

• Where can I find the Realized IRR and Unrealized IRR of my investments in Seraf?
• What is Realized IRR versus Unrealized IRR?
• What is IRR?
• What is an Exit Multiple?
• How are the Exit Multiple and IRR calculated?
• Why do the Exit Multiples and IRRs vary so much by round?

See all 14 articles

Transaction Register

• What is the purpose of the transaction register, and how do I use it?
• What is the order of the Transaction Register?
• How can I get more detail about a company or a transaction?
• What is the Balance column for?
• What should I do if some of the information is incorrect?

Edit & Delete Investments

• How do I add more details to my investments?
• How do I delete a Company, Investment Fund, Round or Transaction?
• How do I edit a Company, Investment Fund, Round or Transaction?
• One of my companies failed. What do I do?
• One of my companies was acquired.  What do I do?
• My investment is showing up in the wrong investment account. How do I switch my accounts?

Other

• How do I view fees?