- Current & Exited Investment Tracking
- Deal Stage Tracking
- Date Tracking & Reminders
- Quarterly Statements
- Document Storage
- Portfolio Analytics
- Basic Support
$250 per year
$500 per year
Contact us for multi-use pricing
Current & Exited Investment Tracking
Advanced Portfolio Analytics
Date Tracking & Reminders
Deal Data Sharing with Colleagues
Document Storage (1 GB)
Document Upload via Email
Overdue Investor Report Tracking
Warrant & Option Tracking
Tax Attribute Tracking
Equity Valuation Modeling
Quarterly Financial Reports
Data Export (Excel, CSV)
Multiple Investment Accounts
Increased Document Storage (5 GB)
Portfolio Tracking at Organization & Investor Level
Powerful Administrative Dashboard
Investor-Level Performance Data & Access
Streamlined Report Generation
Enterprise Document Storage (50 GB)
Enterprise Portfolio Metrics and Analytics
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.Learn More
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.Learn More
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.Learn More
Can I cancel any time?
If Seraf fails to meet your needs you can cancel any time.
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.Learn More
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