Price | $250 per year | $500 per year | Contact us for multi-use pricing |
|---|
Portfolio Overview |
|
|
|
|---|---|---|---|
Transaction Register |
|
|
|
Current & Exited Investment Tracking |
|
|
|
Advanced Portfolio Analytics |
|
|
|
Date Tracking & Reminders |
|
|
|
Deal Data Sharing with Colleagues |
|
|
|
Printable Reports |
|
|
|
|---|---|---|---|
Document Storage (1 GB) |
|
|
|
Document Upload via Email |
|
|
|
Overdue Investor Report Tracking |
|
|
|
Warrant & Option Tracking |
|
|
|
Tax Attribute Tracking |
|
|
|
Equity Valuation Modeling |
|
| |
|---|---|---|---|
Quarterly Financial Reports |
|
| |
Fund Tracking |
|
| |
Data Export (Excel, CSV) |
|
| |
Multiple Investment Accounts |
|
| |
Increased Document Storage (5 GB) |
|
|
Deal Pipeline Management |
| ||
|---|---|---|---|
Deal Flow Analysis & Reporting |
| ||
Portfolio Tracking at Organization & Investor Level |
| ||
Multi-Client Support |
| ||
Powerful Administrative Dashboard |
| ||
Investor-Level Performance Data & Access |
| ||
Streamlined Report Generation |
| ||
Enterprise Document Storage (50 GB) |
| ||
Enterprise Portfolio Metrics and Analytics |
| ||
KPI Tracking and Reporting |
| ||
Valuation Modeling by Company & Round |
|
$11.8B
In Assets
20,330
Portfolio Companies
220,360
Transactions
Can I try Seraf before I buy?
Of course! Individual investors can request a 30-day free trial. Enterprise organizations can gain access to a trial following an brief online demo to assess fit.
Request a Free Trial Request an Enterprise DemoDo you offer customer references?
Absolutely! Our customers are our greatest assets and can offer unique insights into how they use Seraf.
Request a ReferenceAre there any set up fees?
There are no additional set up fees unless you choose to use Seraf's services to help enter your investments.
Learn MoreHow secure is Seraf?
We take comprehensive precautions in our software, communications protocols and selection of hosting vendor to ensure your data is secure. Seraf requires a SSL/TLS encrypted session every time you log on. Our hosting partner uses state of the art security precautions.
Learn MoreAre training and support included?
Seraf provides knowledge base support for all account levels. Enterprise subscribers also receive enhanced training and direct support as part of their annual license fee. For those investors who require data entry services, Seraf offers this resource for an hourly rate on top of regular subscription fees.
Learn MoreWho owns the investment data?
You own and control all of the data you enter into Seraf and it can be exported by you at any time.
Learn MorePrivacy Shield Framework?
Seraf complies with the EU-U.S. Privacy Shield Framework as set forth by the U.S. Department of Commerce regarding the collection, use, and retention of personal information transferred from the European Union the United States and has certified to the Department of Commerce that it adheres to the Privacy Shield Principles. To learn more about the Privacy Shield Framework or our status as an active listed participant, visit the U.S. Department of Commerce’s Privacy Shield List. To learn more about our participation, see our Privacy Policy.
Learn More