Portfolio Management for Early Stage Investors

All Your Info. One Place. Smart Investing.

Individual

Individual investors use Seraf’s powerful angel investing tools to manage their portfolios in a fast, easy and cost-effective way. Seraf keeps you organized and on top of your portfolio. Analytics, quick access to investing records, overviews of holdings, and company reports all at your fingertips on your desktop and on the go.

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Enterprise

Managers of angel groups, early stage funds, accelerators, family offices and micro-VCs use Seraf’s startup investing software to monitor portfolio value, streamline investor reporting and drive better returns. The Enterprise platform provides powerful analytics, organization and investor level views with quick access to investment documents.

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Which level of Seraf is right for you?

Seraf Enterprise Portal: Groups and organizations managing the holdings of members and limited partners and needing improved workflow, tracking and reporting efficiency.

Seraf Basic Portal: Individual investors looking for portfolio management fundamentals, including basic analytics and event tracking.

Seraf Advanced Portal: Individual investors needing to add deal document storage, advanced analytics, tracking for warrants, options and tax issues, plus automated reminders.

Seraf Professional Portal: Active individual investors needing data export, more document storage and multiple investment accounts for trusts and IRAs.

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Our customers are more organized and making better investing decisions with Seraf

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

Managing Partner of Rockies Venture Fund

Colorado

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.

Fraser Lusty

Investment Director of Equity Gap

Edinburgh, Scotland

Tracking individual investments as well as a portfolio of investments becomes a time-consuming burden. At the NO/LA Angel Network, we’ve found that Seraf provides an outstanding solution to this. Its tool for centralizing deal info - from documents to terms of successive financing rounds and their influence on IRR to extraordinary charts and graphics - enable an investor to quickly and easily see the performance of their investments in real time.  

Mike Eckert

Chairman of NO/LA Angel Network

Louisiana