Comprehensive solution to manage your investment portfolio

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From Mess

To Mastery

Consolidated Reporting

Portfolio Intelligence

Active Investment Management

Key Metrics & Analysis

Seraf serves angel networks, venture funds, family offices, and early stage investors worldwide.

$11.8B
In Assets
20,330
Portfolio Companies
220,360
Transactions
How it Works

Meet Seraf's all-in-one solution for early stage investors.

Seraf simplifies investing by organizing and securing all your investment data in one place. Stay up to date, share insights easily, and make better decisions with reliable reporting.

Top investors and firms trust Seraf.

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Venture Capital

Optimize tracking, automate reports, and make data-driven decisions.

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Individual Investors

Track investments, stay organized, store documents, and make smarter decisions.

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Family Offices

Safeguard wealth, store documents, track investments, and manage portfolios seamlessly.

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Corporate Venture Capital

Align strategy, track growth, analyze performance, and optimize investment decisions.
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Angel Groups

Streamline deal flow, collaborate easily, track investments, and automate reporting for transparency.

Impact Funds

Measure financial and social returns, track KPIs, and generate transparent reports.

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Why Seraf

Meet Seraf's all-in-one solution for early stage investors.

Track your investments

Seraf software and services do all the heavy lifting to organize and analyze your investments.

Track company status, customize metrics
and automate important dates + KPI updates.

Store documents & updates for quick access later.

Save time by forwarding documents straight from your email inbox or sourcing data via api integration directly into your Seraf account.

Auto-Collect KPIs and documents from portfolio companies directly from Seraf.

Professional & Tech-enabled Reporting

With Seraf, you can impress your stakeholders with a dedicated portal or automated reporting.

Generate customized reports quickly for LPs, group members, accountants and lawyers with your branding.

Quickly generate reports using templates that auto-populate key performance indicators for your portfolio without sacrificing flexibility to customize the document's structure, content, and design.

Portfolio Analysis

Gain powerful insights to improve
decision-making and make smarter
investments.

Benchmark against the S&P 500.

Analyze unrealized and cumulative IRR.

Analyze portfolio growth over time, including basis, valuation and returns

Monitor capital commitments, calls
and fees.

Our Clients

Leading Investors Use Seraf to Drive Superior Returns...

Liz Leahy, Purple Sage Ventures

Seraf has been such an outstanding tool for us, and particularly useful for tracking our female-founded portfolio companies' KPIs and IRRs. This provides a more nuanced understanding of each of our individual investments, and helps drive our strategy on how best to support our founders for positive outcomes.

Dave Harris, Rockies Venture Fund

Seraf is our go-to platform for managing both our Angel group, Rockies Venture Club, and our venture fund, Rockies Venture Fund. It has become a vital component of our portfolio management process. Before Seraf, we were using nearly a dozen different tools and platforms to manage our deal flow and investments; with Seraf, we're able to house a lot of those solutions in one place, making the process much more streamlined. I'd highly recommend Seraf for any fund managers or Angels looking for a comprehensive platform to manage their portfolio.

Stephen Nicolle, Island Capital Partners

Upon adoption of Seraf for our venture fund here at Island Capital Partners, our confidence in our investment tracking improved considerably. We are now able to focus more intelligently on our key fund metrics. Surprisingly, Seraf also helped us to find and correct a number of errors in our portfolio company's cap tables.

Resources

The latest fromThe Seraf Compass

Expert Insights

Stay ahead with in-depth analysis, trends, and strategies from top investment professionals.

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Best Practices

Learn proven methods to streamline investment management and maximize portfolio performance.

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Powerful Tools

Leverage data-driven tools to track, analyze, and optimize your investment decisions effortlessly.

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All Resources