Enterprise Solutions for Investment Managers
Why Seraf?
Why Seraf?
Public investments are tracked and reported on. Why should private investments be any different? Successful investing requires active engagement, and Seraf gives you visibility into your pipeline and portfolio so you can track, analyze, answer questions and report on your early stage investments.
How it Works
How it Works
Seraf gives you every tool you need to actively manage your organization's portfolio from introduction to exit. With Seraf you can securely track prospects and portfolio companies, analyze your investment data, understand performance, report out to investors, store documents, and stay up to date on company progress.
Plans
Plans
Funds/VCS
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 PricingUNIVERSITIES, FAMILY OFFICES AND INSTITUTIONS
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 PricingAngel Groups
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 PricingJOIN ORGANIZATIONS WORLDWIDE USING SERAF TO MANAGE THEIR PORTFOLIOS
Dave Harris Managing Partner of Rockies Venture FundBefore 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 FundImplementing 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.
Liz Leahy Founding Partner of Purple Sage VenturesSeraf has been such an outstanding tool for us, and particularly useful for tracking our female-founded portfolio companies' KPIs and IRRs. This provides a more nuanced understanding of each of our individual investments, and helps drive our strategy on how best to support our founders for positive outcomes.