Portfolio Solutions for Individuals
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 PricingTools Designed to Simplify Your Investing Experience
Tools Designed to Simplify Your Investing Experience
- Track Investments
- Analyze Performance
- Store & Manage Documents
- Report on Performance
- Monitor Key Dates
Track Investments
Seraf tracks and displays your investments in a simple, easy-to-use web dashboard, organizing all of your holdings in one place - even when you are on the go.
- Manage multiple security and transaction types, including investments in companies and funds
- Access a running balance of all transactions
- View cost basis, shares, and current value by company or round
- Track valuations and multiples
- Monitor unrealized and cumulative IRR
- View % ownership in each portfolio company
- Track company stage from first contact through exit
Analyze Performance
Seraf’s charts, tables and graphs provide a better understanding of your portfolio today, and where future opportunities may lie.
- View diversification by company & industry
- Analyze portfolio growth over time, including basis, valuation and returns
- Evaluate annual investment history - new investments, follow-ons and returns by year
- Track key portfolio metrics and compare cumulative IRR with potential IRR
- Gain insights into valuations and key drivers of growth
Store & Manage Documents
Upload investment documents, organize them by company or fund, and store them in one secure, cloud-based system for easy access any time.
- Store due diligence materials and key correspondence
- Upload investor reports, financials, deal documents and other important paperwork
- Save time by forwarding documents straight from your email inbox directly to your Seraf account
- Scan and upload copies of stock certificates or checks
- Use Seraf's Overdue Reports feature to monitor which companies haven't sent updates recently
Report on Performance
Share investment details and reports with family members, colleagues, accountants, estate planners and lawyers.
- Download quarterly account statements for better record-keeping
- Print a list of transactions to share with advisors by company, account or year
- Provide detailed records and peace of mind for heirs
- Collaborate on deals and share company details with other Seraf users
Monitor Key Dates
Seraf keeps track of important dates for you and provides reminders so that you never miss an opportunity to increase your returns.
- Automatically capture upcoming events, such as warrants expirations, convertible note maturity dates, and escrow payouts
- Create additional dates for board meetings, 1202 deadlines and redemption rights windows
- Set reminders in advance of key dates to avoid costly mistakes
JOIN 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.