Flexible Plans for Individual Investors

Choose a plan that fits your investment journey, from essential tools to advanced portfolio management.

Advanced

$600/yr

Or $60 billed monthly

Individual investors needing portfolio management fundamentals in addition to document storage, advanced analytics, tracking for warrants, options and tax issues, plus automated reminders.

Request a Free Trial

Advanced Includes

Current & Exited Investment Tracking

Deal Stage Tracking

Date Tracking & Reminders

Quarterly Statements

Document Storage

Portfolio Analytics

Basic Support

Professional

$800/yr

Or $80 billed monthly

Active individual investors needing multiple investment accounts for trusts and IRAs, more document storage, tracking for investments in funds, and valuation modeling.

Request a Free Trial

Professional Includes

Everything in Advanced, plus:

Tracking for Investments in Funds

Equity Valuation Modeling

Investment Entity Tracking

(Trusts, IRAs, LLCs, etc.)

More Document Storage

Enhanced Support

Price

$600 per year
($60 per month)

$800 per year
($70 per month)

Contact us for pricing

Portfolio Overview
Transaction Register
Current & Exited Investment Tracking
Advanced Portfolio Analytics
Date Tracking & Reminders
Deal Data Sharing with Colleagues
Printable Reports
Document Storage (1 GB)
Document Upload via Email
Overdue Investor Report Tracking
Warrant & Option Tracking
Tax Attribute Tracking
Equity Valuation Modeling
Quarterly Financial Reports
Fund Tracking
Data Export (Excel, CSV)
Multiple Investment Accounts
Increased Document Storage (5 GB)
Deal Pipeline Management
Deal Flow Analysis & Reporting
Portfolio Tracking at Organization & Investor Level
Investments in Multiple Currencies
Powerful Administrative Dashboard
Investor-Level Performance Data & Access
Streamlined Report Generation
Enterprise Document Storage (50 GB)
Enterprise Portfolio Metrics and Analytics
KPI Tracking and Reporting
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

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.

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.

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.