Portfolio Management for Early Stage Investors

PORTFOLIO MANAGEMENT FOR EARLY STAGE INVESTORS

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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
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
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
Seraf has been a great tool for IrishAngels members to monitor their individual investment portfolio. It provides an easy user interface for our members. Additionally, it allows IrishAngels staff to monitor our portfolio performance and trends.

Kaitlyn Doyle

IrishAngels
For angel groups, this platform rocks! All your investments in one place with documents, valuations, financing rounds, portfolio analysis and investor reports. Huge value added for your members and excellent client support as well!

John McEvoy

Tribeca Angels

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, the Seraf
team understands 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 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

Venture Capital - A Practical Guide to Fund Formation and Management

Angel Investing by the Numbers: Valuation, Capitalization and Startup Economics

Seraf Toolbox: Due Diligence Checklist

Testimonials

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

Seraf’s Compass is the most informative early stage investing newsletter that I’ve seen.

Mike Eckert Chairman of NO/LA Angel Network

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Discover why organizations around the world are already using Seraf's professional tools for portfolio management, analysis, reporting and insight.