Seraf: Portfolio Management for Early Stage Investors | Seraf-Investor.com Jump to navigation Compass About Individual Enterprise Pricing Log in form Log In Sign Up Portfolio Management for Early Stage Investors All Your Info. One Place. Smart Investing. Individual Seraf provides individual investors a secure, central dashboard to manage their early stage investments. View the combined value of your investments at a glance, track company progress, analyze key performance metrics, and securely store investment documents. Learn More Enterprise Managers of early stage funds, angel groups, micro-VCs, family offices and accelerators use Seraf's portfolio solutions to oversee investments and reporting. Enterprise allows tracking at an aggregate level or by individual investor to generate client reports easily, answer questions quickly and drive better returns. Learn More Advanced Tools for Active Management 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 clients, advisors, family Which level of Seraf is right for you? Seraf Basic Portal: Individual investors looking for portfolio management fundamentals, including basic analytics and event tracking. Seraf Advanced Portal: Individual investors needing to add deal document storage, advanced analytics, tracking for warrants, options and tax issues, plus automated reminders. Seraf Professional Portal: Active individual investors needing data export, more document storage and multiple investment accounts for trusts and IRAs. Seraf Enterprise Portal: Groups and organizations managing the holdings of members and limited partners and needing improved workflow, tracking and reporting efficiency. View Plans Pricing Our customers are more organized and making better investing decisions with Seraf For angel groups, this platform rocks! All your investments in one place with documents, valuations, financing rounds, portfolio analysis and investor reports. Huge value added for your members and excellent client support as well! John McEvoy Managing Partner of Tribeca Angels New York Seraf provides an excellent platform for tracking private equity investments and at a reasonable and affordable price. Ralph Harding Family Office Maine Seraf has been an absolute godsend for me. With Seraf, all my investment data is in one place, available to me for easy analysis any time and any place. Stuart Brown Consumer Products Expert Colorado Read More Testimonials The Seraf Compass: Your Guide to making better investing decisions, minimizing risk and improving returns. Courses Search Angel Syndication: Strategies To Engage Investors Read Article for Angel Syndication for Deal Leads: Strategies To Engage Other Investors Quickly Evaluating Go-To-Market Strategies Read Article for What the Market Will Bear - Evaluating Go to Market Strategies Startup Uniqueness Competition Read Article for Room To Run: Startup Uniqueness Competition Subscribe to Get Weekly Content Solutions Individual Enterprise Pricing Blog Support Videos Help Center Contact Us Company Testimonials Our Story Team Policies Terms of Use Privacy Policy © Copyright Seraf Private Investor Office LLC 2016 Site by Tech-Tamer Member Recommended Service Provider EV SSL Certificate