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$11.8B
In Assets
20,330
Portfolio Companies
220,360
Transactions
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Track prospects seamlessly through
customizable pipeline stages.
Record a wide variety of early
stage securities and transaction
types in one easy workflow.
Create reports quickly for LPs,
group members, accountants
and lawyers.
Monitor capital commitments, calls
and fees. Update valuations quickly.
Gain powerful insights to improve
decision-making and make smarter
investments.
Track company status, metrics
and KPIs. Store documents &
updates for quick access later.
Seraf has been such an outstanding tool for us, and particularly useful for tracking our female-founded portfolio companies' KPIs and IRRs. This provides a more nuanced understanding of each of our individual investments, and helps drive our strategy on how best to support our founders for positive outcomes.
Seraf is our go-to platform for managing both our Angel group, Rockies Venture Club, and our venture fund, Rockies Venture Fund. It has become a vital component of our portfolio management process. Before Seraf, we were using nearly a dozen different tools and platforms to manage our deal flow and investments; with Seraf, we're able to house a lot of those solutions in one place, making the process much more streamlined. I'd highly recommend Seraf for any fund managers or Angels looking for a comprehensive platform to manage their portfolio.
Implementing Seraf has helped us better monitor our pipeline as well as portfolio companies. We now have a reliable tool that can be shared and used by all the team members to track both the financial and impact performance of all the companies at any time. It also provides a good overview and statistics of the fund, and computes different ratios that are very useful for our quarterly reports as well as for our Board meeting presentations. We will soon test the new feature that automatically sends requests to portfolio companies to fill in their impact indicators. This will definitely make our impact reporting easier.
We run a fast growing and increasingly complex Angel Syndicate in Edinburgh Scotland and had been looking for software that would allow us to better manage the portfolio and investor information. Seraf has been a godsend and is ideally suited to our needs.
Its strong UI, organisational tools and dashboard functionality are excellent and the feedback from members has been very positive. The support team has been a huge plus and they are very hands on through the implementation. I have happily recommended Seraf to other groups in the UK.
Upon adoption of Seraf for our venture fund here at Island Capital Partners, our confidence in our investment tracking improved considerably. We are now able to focus more intelligently on our key fund metrics. Surprisingly, Seraf also helped us to find and correct a number of errors in our portfolio company's cap tables.
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