How is pricing determined for funds and family offices?
Pricing depends on AUM, number of entities or funds, and which add-ons you need — our team will scope this to your structure on a call.
Can we start with a demo before committing?
Yes — every enterprise engagement starts with a live demo scoped to your structure and reporting needs.
Do you support multiple funds or entities under one account?
Yes — Multi-Admin Access and Fund Tracking are built for organizations managing several funds, trusts, or entities at once.
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.
Are training and support included?
Yes — every account gets guided onboarding and ongoing email support. Enterprise accounts also get onboarding services to help your team get set up and familiarized with the platform’s features and benefits.
Not the right fit?
See pricing for your organization type.
Individual Investors
Simple flat-rate plans for tracking your own angel checks and fund commitments.