Portfolio Management for Investment Managers

Actively manage your organization's portfolio and streamline reporting for improved returns.

Why Seraf?

Public investments are tracked and reported on. Why should private investments be any different? Successful investing requires active management, and Seraf gives you visibility into your portfolio so that you can track, analyze, answer questions and report on your early stage investments. 

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How It Works

Seraf gives you every tool you need to actively manage your group portfolio from investment to exit. With Seraf you can track and analyze your investment data, understand performance, report out to investors, store documents, and stay up to date on company progress. 

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Why Seraf?

Seraf puts us in control of our investment portfolio. Everything is organized in one place.

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Seraf raises our level of professionalism as an organization and helps us report out to investors efficiently.

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Seraf allows us to easily manage our portfolio at an aggregate level while simultaneously providing clients with access to their personal investment records.

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Seraf’s Analysis Tools provide us with powerful insights into our portfolio so we can make better investing decisions.

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Seraf helps us keep track of tax and accounting issues.

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Seraf enables us to track and report on our early stage portfolio as efficiently as public investments.

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Seraf saves us time and keeps us organized by storing all of our investment documents.

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Seraf monitors critical dates (like expiring warrants) and reminds us when we need to take action.

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