Plans and Pricing

Plans and Pricing

Advanced
$250
Or $25 billed monthly
Individual investors needing portfolio management fundamentals in addition to document storage, advanced analytics, tracking for warrants, options and tax issues, plus automated reminders.
Advanced Includes
  • Current & Exited Investment Tracking
  • Deal Stage Tracking
  • Date Tracking & Reminders
  • Quarterly Statements
  • Document Storage
  • Portfolio Analytics
  • Basic Support
Professional
$500
Or $50 billed monthly
Active individual investors needing multiple investment accounts for trusts and IRAs, more document storage, tracking for investments in funds, and valuation modeling.
Professional Includes
  • Tracking for Investments in Funds
  • Valuation Modeling
  • Investment Entity Tracking (Trusts, IRAs, LLCs, etc.)
  • More Document Storage
  • Enhanced Support
Enterprise
Contact Us
Pricing upon request
Funds, angel groups and organizations needing improved workflow, streamlined tracking and reporting efficiency. Manage the holdings of members and LPs or just a single entity.
Enterprise Includes
  • Administrative Dashboard
  • Portfolio Tracking at Organization, Fund & Investor Level
  • Fund Management Tools
  • Angel Group Tracking
  • Streamlined Report Generation
  • Enterprise Document Storage
  • Investor/LP Portal Access
  • Enterprise Portfolio Metrics and Analytics
  • Enhanced Training & Support

Compare Plan Features

Compare Plan Features

Individual

Enterprise

Price

$250 per year
($25 per month)

$500 per year
($50 per month)

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)

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

Seraf Empowers Investors Worldwide

Seraf Empowers Investors Worldwide

$3.1B

In Assets

5,800

Porfolio Companies

55,977

Transactions

Frequently Asked Questions

Frequently Asked Questions

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 Demo

Do you offer customer references?

Absolutely! Our customers are our greatest assets and can offer unique insights into how they use Seraf.

Request a Reference

Are 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.

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How 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.

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Are 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.

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Can I cancel any time?

If Seraf fails to meet your needs you can cancel any time.

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Who 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.

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Privacy 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.

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Request an Enterprise Demo

Request an Enterprise Demo

Discover why organizations around the world are already using Seraf's professional tools for portfolio management, analysis, reporting and insight.

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