Seraf builds the system of record for private assets — giving funds, family offices, and investors one platform to track equity and credit, manage relationships, and report with confidence.
Every position, document, and covenant lives in one place — not scattered across spreadsheets and inboxes.
Seraf was founded by people who managed private portfolios themselves, and felt the pain firsthand.
Encrypted, access-controlled, and built to the standards institutional allocators expect.
From equity to credit, we build toward wherever private capital is being deployed next.
The Seraf Compass is our free, award-winning educational hub. It contains a decade’s worth of books, eBooks, webinars, and course materials on everything from deal terms to fund management. We built it because a stronger, more informed investing ecosystem is good for everyone in it, not just our customers.
Seraf was founded in 2013 by Hambleton Lord and Christopher Mirabile, longtime private investors who discovered that strong returns depend on the details: tracking positions, monitoring key dates, and staying on top of documents as a portfolio grows.
As their own portfolios diversified across companies, funds, and entities, the paperwork snowballed — note conversions, valuations, tax deadlines. After years of managing it all in spreadsheets, they set out to build a better way, and launched Seraf in the spring of 2014.
The platform grew with its customers: a deal flow solution followed in 2022, giving teams one place to manage a portfolio from sourcing through exit. In 2023, Seraf was sold to Harriet Ventures to fuel its next stage of growth.
Today, Seraf is expanding beyond equity. In fall 2026, we’re bringing credit — principal & interest, amortization, covenant tracking, and LP reporting — onto the same platform, so funds and family offices deploying across private assets finally have one system for all of it.
See why organizations around the world use Seraf’s professional tools for portfolio management, analysis, reporting, and insight.