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
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.
Leslie Zambelli Impact Investment Manager of Schneider Electric Energy Access 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.
Alicia Robb, Ph.D. CEO of Next Wave Impact
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.