Optimize portfolio management for smarter decisions.

Onboarding Made Easy

You can use our bulk upload sheet to import all of your investments in one click or just let our customer success team design an onboarding plan tailored to your needs.

Our Premium Onboarding service is perfect for clients who are new to Seraf or who want us to transfer all their data over to our platform. Our team will take care of the entire data transfer process, ensuring that your account is set up and ready to use as quickly and efficiently as possible.

With more than 10 years of experience, our customer success team uses a proven process to extract and transfer investment details from spreadsheets, investment accounts, and various other sources to upload them for you so you don't have to lift a finger.

We also draw up a training curriculum to accommodate your team’s availability. Live training sessions and workshops are also an option.

Bulk Upload or Custom Plan

Import all investments in one click or let our team design a tailored onboarding plan.

Seamless Data Transfer

Track valuations, ownership percentages, funding rounds, and other essential metrics in one place.

Expert Data Extraction

Our team pulls investment details from spreadsheets, accounts, and other sources.

Hands-Free Setup

We upload and organize your data, so you don’t have to lift a finger.

Customized Training

We create a training curriculum to fit your team’s schedule and needs.