Portfolio Overview
Transaction Register
Current & Exited Investment Tracking
Advanced Portfolio Analytics
Date Tracking & Reminders
Deal Data Sharing with Colleagues
Equity Valuation Modeling
Quarterly Financial Reports
Fund Tracking
Data Export (Excel, CSV)
Multiple Investment Accounts
Increased Document Storage (5 GB)
Printable Reports
Document Storage (1 GB)
Document Upload via Email
Overdue Investor Report Tracking
Warrant & Option Tracking
Tax Attribute Tracking
Multi-Client Support
Deal Pipeline Management
Deal Flow Analysis & Reporting
Portfolio Tracking at Organization
Streamlined Report Generation
Powerful Administrative Dashboard
Enterprise Document Storage (50 GB)
Investor-Level Performance Data & Access
KPI Tracking and Reporting
Enterprise Portfolio Metrics and Analytics
Valuation Modeling by Company & Round
Of course! Individual investors can request a 30-day free trial. Enterprise organizations can gain access to a trial following an brief online demo to assess fit. Learn More
Absolutely! Our customers are our greatest assets and can offer unique insights into how they use Seraf. Learn More
If Seraf fails to meet your needs you can cancel any time. Learn More
There are no additional set up fees unless you choose to use Seraf's services to help enter your investments. Learn More
You own and control all of the data you enter into Seraf and it can be exported by you at any time. Learn More
We take comprehensive precautions in our software, communications protocols and selection of hosting vendor to ensure your data is secure. Seraf requires a SSL/TLS encrypted session every time you log on. Our hosting partner uses state of the art security precautions. Learn More
Seraf complies with the EU-U.S. Privacy Shield Framework as set forth by the U.S. Department of Commerce regarding the collection, use, and retention of personal information transferred from the European Union the United States and has certified to the Department of Commerce that it adheres to the Privacy Shield Principles. To learn more about the Privacy Shield Framework or our status as an active listed participant, visit the U.S. Department of Commerce’s Privacy Shield List. To learn more about our participation, see our Privacy Policy. Learn More
Seraf provides knowledge base support for all account levels. Enterprise subscribers also receive enhanced training and direct support as part of their annual license fee. For those investors who require data entry services, Seraf offers this resource for an hourly rate on top of regular subscription fees. Learn More
Streamline the management of your fund, including commitments, calls, and fees. Track investments in portfolio companies. Update valuations quickly and send quarterly reports with ease. Seraf offers an end-to-end solution for General Partners.
Gain a consolidated view and manage all your early stage investments from one powerful dashboard. Track and analyze key metrics to maximize returns. Seraf's flexible interface adapts to a wide variety of investing structures.
Request an Enterprise Demo
Discover why organizations around the world are already using Seraf's professional tools for portfolio management, analysis, reporting and insight.
Improve your investing skills. Purchase our books on Amazon.
Education Partner
© Copyright Seraf Technologies LLC 2025