Plans & Pricing

Which Level of Seraf Is Right For You?

  Individual   Enterprise
  Basic Portal Advanced Portal Professional Portal   Enterprise Portal
  $100 per year (or $10 per month) $250 per year (or $25 per month) $500 per year (or $50 per month)   Contact us for multi-user pricing
   
A snapshot of all your angel investments in one place. Log on any time and view your portfolio on any device, such as your desktop, tablet or smartphone. View cost basis, current value, share count, etc. by company or by round.Portfolio Overview
A running balance of all your transactions by date. Seraf supports over 20 different transaction types, including convertible notes and preferred stock, warrant and option grants, escrow assignments, stock splits, interest payments, etc. Learn more Transaction Register
A holdings & exit-oriented view of all of your investments, showing what you own and what has been sold/liquidated. Monitor cost basis, current value, exit multiple and IRR. Learn more Current & Exited Investment Tracking
Basic analytics and visualizations including follow-on statistics, diversification by company and industry, and other key metrics. Portfolio insights for smarter investing. Learn more Basic Portfolio Analytics
On-going tracking of Important Dates such as note maturities, escrow releases, etc. all from one dashboard. Never miss an opportunity to increase portfolio returns. Learn more Date Tracking & Reminders
Capability to share the investment data you’ve entered into Seraf with colleagues and collaborate on deals for greater efficiency. Learn more Deal Data Sharing with Colleagues
         
Advanced analytics and data visualization including portfolio growth over time, annual investment statistics, realized and unrealized IRRs, etc. Portfolio insights for smarter investing. Learn more Advanced Portfolio Analytics  
Formatted reports of your investment charts and tables for your own records or to share with family and advisors.Printable Reports  
Uploading, organization and secure storage of all your investment documents, including deal documents, stock certificates, investor reports, financials, your personal notes, etc. Access your Documents & Reports any time, from any device.Document Storage (1 GB)  
Easy forwarding of investor documents to your Seraf account right from your email inbox using your “unique Seraf email address” provided at signup. The next time you log in, just file emailed documents with the appropriate company in Documents & Reports. Document Upload via Email  
Tracking to quickly see which portfolio companies have not reported in the past 90 days so you are always up to date with your investments.Overdue Investor Report Tracking  
Tracking of vesting and expiration dates for all of your options and warrants so that you never miss an opportunity to grow your portfolio and optimize returns. Warrant & Option Tracking  
Tracking of Section 1202 and 1244 qualified stock with the click of a button. Continually monitoring these tax issues will save you time and money in the long run. Tax Attribute Tracking  
         
Set pricing for individual securities and model different valuation scenarios.Equity Valuation Modeling    
Receive quarterly reports highlighting recent account activity, valuation changes and key metrics.Quarterly Financial Reports    
Track investments made in venture funds, including Capital Calls, Capital Commitments, and Distributions.Fund Tracking    
Export your investment tables into Excel or CSV files for further analysis or to share with family and advisors. Learn more Data Export (Excel, CSV)    
Management of multiple investment accounts, such as LLCs, IRAs and Trusts. View your portfolio in aggregate or by account. Learn more Multiple Investment Accounts    
Uploading, organization and secure storage of all your investment documents, including deal documents, stock certificates, investor reports, financials, your personal notes, etc. Access your Documents & Reports any time, from any device. Increased Document Storage (5 GB)    
         
Track and manage your organization’s portfolio in aggregate or view investor level data. Learn more Portfolio Tracking at Organization & Investor Level      
Administrative account with access to populate investment data in subaccounts. Multi-Client Support      
Add investment data, view portfolio performance, and monitor company growth for your organization and each contributing investor. Learn more Powerful Administrative Dashboard      
Individual investors associated with an organization can log on to Seraf from any device to view their portfolios, access documents and analyze key metrics. Investor-Level Performance Data & Access      
Generate reports for investors/LPs in minutes. All the data you need is at your fingertips. Streamlined Report Generation      
Uploading, organization and secure storage of all your investment documents, including deal documents, stock certificates, investor reports, financials, personal notes, etc. Access your Documents & Reports any time, from any device. Enterprise Document Storage (50 GB)      
View key metrics and powerful analytics for your organization and for each and every investor. Learn more Enterprise Portfolio Metrics and Analytics      
  Basic Portal Advanced Portal Professional Portal   Enterprise Portal
   

 

Questions? Watch our short videos or visit the Seraf Help Center to learn more.