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

$10.1B

In Assets

19,800

Portfolio Companies

205,055

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.

Learn More

Individual

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

Learn More

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.

Seraf 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.

Liz Leahy

Purple Sage Ventures
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

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

Blog

Venture Capital - A Practical Guide to Fund Formation and Management

Angel Investing by the Numbers: Valuation, Capitalization and Startup Economics

Seraf Toolbox: Due Diligence Checklist

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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