Trusted by funds, family offices, and investment networks in 20+ countries
Every investment, one platform.
Funds, companies, and loans — every private position you hold, tracked, analyzed, and reported from a single account. Built for venture, family offices, and now private credit.
Built forVenture CapitalFamily OfficesAngel GroupsPrivate Credit Funds
How it Works
From scattered spreadsheets to one source of truth.
Most investors still run their portfolio across a tangle of spreadsheets, PDFs, and inboxes. Seraf replaces all of it — every company, every fund, every loan tracked, reconciled, and reported automatically. One platform, whatever you invest in.
01 / Every instrument
Every security type, one ledger.
Equity, SAFEs, convertibles, warrants, options, fund interests, and loans — whatever the instrument, it lives in one place.
Instrument Types · One Ledger
Preferred & Common Equity
EQUITY
SAFE
SAFE
Convertible Note
CONVERTIBLE
Warrant
WARRANT
Stock Option
OPTION
Fund / LP Interest
FUND
Loan / Promissory Note
CREDIT
02 / Every structure
Every entity, under one roof.
Funds, SPVs, family-office holdings, and personal accounts — managed separately, rolled up together, switched in one click.
03 / Every investor
One platform, every kind of investor.
Whether you’re a solo angel, an organized group, a fund, or a family office, Seraf shapes to how you invest — same core platform, tailored to you.
Seraf has been the system of record for private market investors for over a decade — venture funds, family offices, angel groups, and now private credit. One platform, built to last.
13yrs
Building for private market investors
$11.8B
In assets across equity + credit
20,330
Portfolio companies and borrowers
220,360
Transactions reconciled to date
Top investors and firms trust Seraf
Sidecar Angels
New York Angels
Mass Ventures
Oxford Seed Fund
Good News Ventures
Our Clients
Leading investors use Seraf to drive superior returns.
”
Seraf has been such an outstanding tool for us — particularly useful for tracking our portfolio companies' KPIs and IRRs. It gives us a more nuanced understanding of each investment and helps drive our strategy.
Liz Leahy, Purple Sage Ventures
See your whole portfolio, in one place.
30 minutes with our team — we’ll show you what Seraf can do for your portfolio.
