Portfolio Management for Early Stage Investors

PORTFOLIO MANAGEMENT FOR EARLY STAGE INVESTORS

PORTFOLIO MANAGEMENT FOR EARLY STAGE INVESTORS

All Your Info. One Place. Smart Investing.

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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
investments.

Monitor portfolio company progress

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

Seraf Empowers Investors Worldwide

Seraf Empowers Investors Worldwide

$9.1B

In Assets

19,436

Portfolio Companies

198,210

Transactions

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

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.
  • 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
  • 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

Zidi
Next Wave Impact
OneTen Capital
Kua Ventures
Green Monday Ventures
One Planet
FrontEnd Ventures
Mass Ventures
Georgetown Angel Investor Network
Baylor Angel Network
Island Capital Partners
Southwest Angel Network
Accelerator Ventures
Winnipeg Capital
Xandex Ventures
Charleston Angel Partners
LearnLaunch
Aurora Angel Network
Orion Startups
Acadiana Angels
XRC Labs
Rockies Venture Fund
Wharton Alumni Angels
Kelvin Capital
RobinHood Ventures
BlueTree Allied Angels
RTP Capital
Wolfpack Investor Network
Equity Gap
Irish Angels
Alamo Angels
NOLA Angel Network
NEWBOCO
Nelnet
Maine Angels
New Louisiana Fund 2
EOS Technology Investment Syndicate
Nebraska Angels
Tribeca Angels
Discovery Investment Fund
TiE Boston
Cherrystone Angel Group
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.

Topics

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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REQUEST AN ENTERPRISE DEMO

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

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