Portfolio Management for Early Stage Investors

Portfolio Management For Early Stage Investors

Portfolio Management for Early Stage Investors

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Seraf Empowers Investors Worldwide

Seraf Empowers Investors Worldwide


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is Right for You


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VC Funds
Family Offices
Corporate VCs
Angel Groups

Solo Investors

For individual angels to manage their portfolios

Specialized Tools
to Manage Your Portfolio

Manage deal flow

Track prospects seamlessly through
customizable pipeline stages.

Add investments quickly and easily

Record a wide variety of early
stage securities and transaction
types in one easy workflow.

Generate comprehensive reports

Create reports quickly for LPs,
group members, accountants
and lawyers.

Track venture funds and LPs

Monitor capital commitments, calls
and fees. Update valuations quickly.

Analyze performance to maximize returns

Gain powerful insights to improve
decision-making and make smarter

Monitor portfolio company progress

Track company status, metrics
and KPIs. Store documents &
updates for quick access later.

What Makes Seraf Different

Easy Workflow
Seraf guides you through a few easy steps to get your portfolio up and running quickly. Get an overview, develop insights and generate reports in no time.
Deep Experience
Designed by active, early stage investors with over 25 years experience in fund creation and management, Seraf efficiently handles the complexities of today's early stage investment landscape.
Uniquely Focused Solution
Developed specifically to meet the needs of early stage investors, Seraf provides the precise tools YOU need to manage your portfolio efficiently.
  • 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.

    Liz Leahy
    Purple Sage Ventures
  • 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.

    Dave Harris
    Rockies Venture Fund
  • 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.

    Leslie Zambelli
    Schneider Electric Energy Access Fund
  • 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.

    Fraser Lusty
    Equity Gap
  • 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.

    Stephen Nicolle
    Island Capital Partners

Leading Investors Use Seraf
to Drive Better Returns

Oxford Seed Fund
Rockies Venture Fund
Huron River Ventures
Wharton Alumni Angels
OneTen Capital
tba network
One Planet
FrontEnd Ventures
Mass Ventures
Georgetown Angel Investor Network
Baylor Angel Network
Island Capital Partners
Accelerator Ventures
Xandex Ventures
Orion Startups
XRC Labs
Kelvin Capital
RobinHood Ventures
BlueTree Allied Angels
Wolfpack Investor Network
Equity Gap
Alamo Angels
NOLA Angel Network
Maine Angels
New Louisiana Fund 2
EOS Technology Investment Syndicate
Nebraska Angels
Tribeca Angels
Discovery Investment Fund
TiE Boston
Northern Michigan Angels
Launchpad Venture Group
Central Illinois Angels
East Carolina Angels
SideCar Angels

The Seraf Compass

Our award-winning resource center with hundreds of articles, downloadable templates, checklists, eBooks and video interviews on key early stage investing topics. Learn best practices and gain powerful insights to help you achieve superior investing results.

Seraf Toolbox: Due Diligence Checklist

We have written quite a bit about the importance of thorough diligence...

VC - A Practical Guide to Fund Formation

This series of articles is written for fund managers who are creating...

Angel Investing: Valuation, Capitalization and Startup Economics

So, which is the right method for an angel looking for long-term returns?...

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