Frequently Asked Questions

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  • Easily manage your portfolio in real-time and stay on top of company valuations

  • Use Advanced Analytics to get powerful insights into your portfolio so you can make better investing decisions
  • Save time and stay organized by storing all of your investment documents in one Digital Locker for easy access

Seraf puts you in control of your investment portfolio.  

Seraf gives you every tool you need to actively manage your portolio

Add Investments

quickly and easily

Track Portfolio

from your web dashboard

Monitor Companies

and store investor documents

Analyze Performance

for better IRR, diversification

Optimize Returns

for greater exit potential

Share Records

with LPs, family & advisors

Request a Free Trial

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Portfolio Management

for Early Stage Investors

 
All Your Info.  One Place.  Smart Investing. 

What Our Customers Are Saying

"With Seraf, all my investment data is in one place, available to me for easy analysis any time and any place. In addition, I have a great deal of peace of mind knowing that, if needed, my financial advisors, attorneys, and family can each have access."
Stuart Brown, Consumer Products  |  Colorado
"The Seraf platform has provided us with greater visibility into our portfolio – both in relation to dollars invested as well as the anticipated value of the portfolio and the companies within it. We have been able to leverage the platform to present quarterly updates on the performance of our portfolio which has provided enhanced value to our membership."
Jennifer Schwall, Executive Director of Cherrystone Angel Group  |  Rhode Island

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