Portfolio Management for Early Stage Investors

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"Seraf is our go-to platform for managing both our Angel group, Rockies Venture Club, and our venture fund, Rockies Venture Fund. It has become a vital component of our portfolio management process. 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 or Angels looking for a comprehensive platform to manage their portfolio."


DAVE HARRIS
ROCKIES VENTURE FUND

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Add investments quickly and easily

Manage deal flow (Enterprise only)

Track capital flow (Enterprise only)

Analyze performance to maximize returns

Generate comprehensive reports

Monitor portfolio company progress

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

Track prospects seamlessly through customizable pipeline stages.

Manage investor capital, along with cash on hand, NAV, IRR, TVPI and more.

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

Create reports quickly for accountants, co-investors, and other key stakeholders. 

Track key metrics and valuations for each company over time.

Specialized Tools to Manage Your Portfolio