Portfolio Management for Early Stage Investors

PORTFOLIO MANAGEMENT FOR EARLY STAGE INVESTORS

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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
Next Wave Impact is impressed with Seraf's ongoing commitment to continually expanding its offerings to include tools to measure impact, manage our portfolio of funds and investments, as well as report out to our investors. We're appreciative of the time and energy the Seraf system saves us in tracking our investments and communicating with our investors and founders.

Alicia Robb, Ph.D.

Next Wave Impact
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
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
The answers to “how is my investment in X company performing?” and “how is my personal portfolio of investments performing?” become increasingly challenging to provide as companies take on multiple rounds of financing and get farther away from the angel layer. 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

NO/LA Angel Network

Specialized Tools to Manage your Portfolio

Analyze performance to maximize returns

Gain powerful insights to improve
decision-making and make smarter investments.

Track your portfolio in real-time

Manage holdings from one web
dashboard from introduction to
exit.

Generate comprehensive reports

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

Manage venture funds and LPs

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

Add investments quickly and easily

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

Monitor portfolio company progress

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

Pick The Seraf Solution that is Right for You

Enterprise

I'm looking for a solution to manage my organization's
portfolio and report out to investors.

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Individual

I'm looking for a solution to manage my personal portfolio
of early stage investments.

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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.

Leading investors use Seraf to drive better returns

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.

Topics

Blog

Key US Federal Tax Issues for Angel Investors

Stop the Merry-Go-Round, I Want to Get Off: An Introduction to Angels and Exits

Angel 201: 4 Critical Skills Every Angel Investor Should Master

Testimonials

I find the Seraf materials, including blog posts, training materials and e-books, to be incredibly valuable. They are not only quick and enjoyable reads, but they also effortlessly distill decades of invaluable practitioner experience into tangible frameworks, guide posts and lessons learned. Thank you!

Theresa Sedlack Angel Capital Association Education Committee Member

Having just finished all four books in a row I believe they are the most robust repository of angel wisdom........and yet also the easiest to digest.

John O. Huston Chairman Emeritus of Ohio TechAngels

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