Portfolio Management for VC Funds

Seraf provides powerful portfolio management software for venture funds, corporate funds and impact funds worldwide.

Seraf gives you every tool you need to actively manage your fund from first contact to exit. In addition to LP management and deal flow tracking, our powerful portfolio management platform helps you monitor your investments in a secure, easy-to-use web dashboard.

Designed by active, early stage investors with over 30 years experience in fund creation and management, Seraf efficiently handles the complexities of today's early stage investment landscape. We understand firsthand the challenges of operating a fund and offer powerful software tools to meet those needs at an affordable price. 

With Seraf you can:

  • Customize your deal flow process and track startup companies through your pipeline for a streamlined diligence process
  • Manage investments - basis, shares and value - at the company and round level across a wide variety of security and transaction types
  • Update valuations and view performance metrics, such as IRR, NAV, TVPI, DPI, RVPI, and MOIC
  • Customize and track portfolio company KPIs - measure and report on financials and impact
  • Report out to LPs and key stakeholders quickly and easily, or grant them access to their own portals for full transparency any time
  • Gain powerful insights into your portfolio so you can make better investing decisions and improve returns
  • Access comprehensive charts and graphs, always reflecting live data, to help visualize diversification, annual growth, changes in value, exit opportunities, and more
  • Streamline the management of your LPs by tracking capital commitments, calls, distributions, fees and carry in one place
  • Generate quarterly statements and annual summaries with the click of a button
  • Create company specific updates to convey performance and key metrics
  • Store ​all of your investment documents in a secure, cloud-based dashboard to manage all investment-related information in one place, even when traveling
  • Monitor critical dates like expiring warrants, convertible notes and escrow payouts, and set reminders for when you need to take action

Say goodbye to spreadsheets and choose Seraf for data-driven insights! Improve investing decisions and collaborate more effectively with our suite of streamlined portfolio software tools.

Seraf's comprehensive deal flow and portfolio management tools provide a simple, professional way to track your fund's portfolio.

Learn more about how Seraf can help your fund, or contact us to schedule a demo.

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