Seraf Toolbox: Follow-on Investment Scorecard

When a portfolio company raises a new round, the decision to reinvest isn’t always straightforward. Emotions, relationships, and momentum can cloud even the most experienced investor’s judgment. That’s why we created the Follow-on Investment Scorecard—a structured, easy-to-use worksheet that helps you bring clarity and consistency to your reinvestment decisions. By breaking down key areas like company performance, team execution, round terms, strategic alignment, and potential returns, this tool allows you to apply a thoughtful scoring system and arrive at a data-informed conclusion.

Whether you're a solo angel or managing a fund, this template supports disciplined portfolio management—and it's ready for you to use.

Download the template here to start making more confident, repeatable follow-on decisions!