Portfolio Solutions for Individuals
Why Seraf?
Why Seraf?
Your public investments are tracked and reported on. Why should your private investments be any different? Successful investing requires active management, and Seraf provides a platform for you to track and analyze your early stage portfolio to keep you organized and driving superior results.
How It Works
How It Works
Seraf gives you every tool you need to actively manage your portfolio from investment to exit as part of your daily work flow. With Seraf you can record your investments, analyze your portfolio, share records with colleagues, family and advisors, store documents, keep track of important dates and stay up to date on company progress.
Plans
Plans
Advanced
Individual investors needing portfolio management fundamentals in addition to deal document storage, advanced analytics, tracking for warrants, options and tax issues, plus automated reminders.
View PricingProfessional
Active individual investors needing Advanced features plus more document storage, multiple investment accounts for trusts and IRAs, tools to track investments in funds, and data export capabilities.
View PricingJOIN THOUSANDS OF ANGELS USING SERAF TO MANAGE THEIR PORTFOLIOS
Adam Winter CTO and Technology InvestorSeraf is a great tool to track my angel investing activity. Prior to doing so, I was using Excel. While my records were good, it didn’t provide me nearly the depth of tracking that Seraf provides. I can now see when convertible notes are scheduled for repayment, when warrants expire, and see reports that give me insights into my portfolio.
Barry Coffman FinanceAs someone who has almost two dozen private investments I find Seraf to be an invaluable organizational tool, saving me hours of organization and file cabinets of documents. Also I invest on behalf of several family trust accounts which Seraf is able to keep separated and track individually, giving me peace of mind in case I am incapacitated.
Cathy Mannick Emerging Markets ExpertHaving all my documents stored on Seraf helps me track the progress of my investments. I can find the information I need quickly instead of searching through stacks of paperwork. With Seraf I finally understand the value of my angel portfolio and can make better investing decisions.