Deal Flow Management

Deal Flow Management Overview

About Seraf's Deal Flow Management

Venture Fund Deal Flow Management

Angel Group Deal Flow Management

Analyze Your Investments


Diversification Tab

Portfolio Tab

Annual Stats Tab

Valuations Tab

Key Metrics Tab

Custom Analysis Tab

Investor Metrics Tab

Portfolio Management

About Seraf’s Portfolio Management

Venture Fund Portfolio Management

Angel Group Portfolio Management

Family Office Portfolio Management

Report on Performance


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Get Started

Product Overview

Get Started Investing Checklists

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What do I need to get started?

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Add your investments

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Manage Documents & Important Dates

Uploading Your Investment Documents to Seraf

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Viewing Your Investment Documents

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Editing & Deleting Documents

Adding Important Dates

Viewing Important Dates

Editing & Deleting Important Dates

Add Your Investments to Seraf

Investing Checklists

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Adding Companies

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Adding Funds

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Adding Rounds

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Adding Transactions

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Adding Investment Accounts

Adding Valuations

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Adding Contacts

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Importing Investments

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Resources for Enterprise Accounts

Managing Funds on Seraf

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Deal Flow Management

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Administrative Access


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Investment Accounts

Updates & KPIs

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User Guide for Investors of Enterprise Accounts

User Guide for Admins of Enterprise Group Accounts

Additional Resources for Enterprise Accounts

Track Your Investments


View Current Investments

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View Exited Investments

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Transaction Register

Edit & Delete Investments


General Information

Signing Up for Seraf

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Seraf Pricing

Security and Privacy

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Seraf Account Management

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Sharing Access to Seraf

Angel Investing Best Practices

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The Seraf Compass Blog

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Referral Promo Codes

Seraf Help Center Sign In

Angel Investing Glossary of Terms