Portfolio Management Software

Add investments quickly and easily

Track your portfolio in real-time

Manage capital flow

Analyze performance to maximize returns

Generate comprehensive reports

Monitor portfolio company progress

All Your Info. One Place. Smart Investing.

Record a wide variety of early stage securities and transaction types. 

Manage holdings in a web dashboard from investment to exit. Store documents for quick access.

Track capital commitments, calls and fees, along with cash on hand, NAV, IRR, TVPI and more.

Gain powerful insights to improve decision-making and invest smarter. 

Create reports quickly for LPs, boards, and other key stakeholders. 

Track customized KPIs, impact metrics and valuations for each company over time

Request a free custom demo

Get answers to your unique questions. See firsthand how Seraf can help you streamline portfolio tracking and reporting.

What Makes Seraf Different

Deep Experience

Designed by active, early stage investors with over 25 years experience in fund creation and portfolio management.

Easy Workflow

Seraf guides you through a few easy steps to get your portfolio up and running quickly. Get key performance insights and generate reports in no time.

Uniquely Focused

Developed specifically to meet the needs of early stage investors, Seraf provides the tools YOU need to manage your portfolio efficiently.

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Specialized Tools to Manage Your Portfolio 

Trusted by Thousands of Investors Worldwide

Implementing Seraf has helped us better monitor our pipeline as well as portfolio companies. We now have a reliable tool that can be shared and used by all the team members to track both the financial and impact performance of all the companies at any time. 

Seraf also provides a good overview and statistics of the fund, and computes different ratios that are very useful for our quarterly reports as well as for our Board meeting presentations. 

Leslie Zambelli,  Impact Investment Manager  Schneider Electric Energy Access Fund

$5.3B

In Assets

11.6K

Portfolio

 Companies

161.3K

Transactions

Dave Harris,  Managing Partner  Rockies Venture Fund


 

Before Seraf, we were using nearly a dozen different tools and platforms to manage our deal flow and investments; with Seraf, we're able to house a lot of those solutions in one place, making the process much more streamlined. I'd highly recommend Seraf for any fund managers looking for a comprehensive platform to manage their portfolio.