Scalable Pricing for Angel Groups

With 1 seat, your group pays $995 per year

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

Frequently Asked Questions

Can I try Seraf before I buy?

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

Do you offer customer references?

Absolutely! Our customers are our greatest assets and can offer unique insights into how they use Seraf. Learn More

Can I cancel any time?

If Seraf fails to meet your needs you can cancel any time. Learn More

Are there any set up fees?

There are no additional set up fees unless you choose to use Seraf's services to help enter your investments. Learn More

Who owns the investment data?

You own and control all of the data you enter into Seraf and it can be exported by you at any time. Learn More

How secure is Seraf?

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

Privacy Shield Framework?

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

Are training and support included?

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

Funds/VCS

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.

Universities, family offices and institutions

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.