Funds and Family Offices

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Portfolio Monitoring

Date Tracking and Reminders
Initiate Investor Update Requests
KPI Tracking and Reporting
Valuation Adjustments by Company and Round
Overdue Investor Report Tracking
Warrant and Option Tracking
Tax Attribute Tracking
Equity Valuation Modeling

Portfolio Management

Printable Reports, Data Export to Excel & CSV
Multiple Investment Accounts
Quarterly Financial Reports
Document Upload via Email
Multi-admin Access
White-label Reporting
Transaction Register
CRM Connection via API

Insights

Fund Metrics (IRRs, MOIC, TVPI, and More)
Portfolio Tracking at Portfolio and Investor Level
Investor-Level Performance Data & Access
Current & Exited Investment Tracking
Advanced Portfolio Analytics
Custom Analytics
Custom Tags

Investor Management

Fund Tracking, including Capital Commitments/Calls
LP Portal
Portco Tear Sheets

Customer Support

Detailed Knowledge Base and Best Practices
Fully Supported Guided Onboarding
Ongoing Email Support
Optional Live Launch with LPs or Team Members

Deal Flow Add-On

Deal Pipeline Management
Deal Flow Analysis and Reporting
Custom Deal Flow Access for Investors

Multi-Currency Add-On

Track Investments in Multiple Currencies
Daily Fx Rate Adjustments

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

Individual Angel Investors

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.

Angel Groups

Manage your portfolio at both the group level and by individual member. Quickly access who invested in each company, important documents, and key analytics to drive better returns. Report out to members in seconds, or give them direct access to their own personal portals.

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