Public investments are tracked and reported on. Why should private investments be any different? Successful investing requires active manager engagement, and Seraf gives you visibility into your portfolio so that you can track, analyze, answer questions and report on your early stage investments.
Seraf gives you every tool you need to actively manage your group portfolio from introduction to exit. With Seraf you can securely track and analyze your investment data, understand performance, report out to investors, store documents, and stay up to date on company progress.
Streamline the management of your fund, including commitments, calls, and fees. Track investments in portfolio companies. Update valuations quickly and send quarterly reports with ease. Seraf offers an end-to-end solution for General Partners.Request Pricing
Gain a consolidated view and manage all your early stage investments from one powerful dashboard. Track and analyze key metrics to maximize returns. Seraf's flexible interface adapts to a wide variety of investing structures.Request Pricing
Manage your portfolio at both the group level and by individual member. Quickly access who invested in each company, important documents, and key analytics to drive better returns. Report out to members in seconds, or give them direct access to their own personal portals.Request Pricing
John McEvoy Managing Partner of Tribeca Angels
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!
Dave Harris Managing Partner of Rockies Venture Fund
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.
Fraser Lusty Investment Director of Equity Gap
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.