Seraf for Angel Groups
Track your syndicate’s portfolio in one place, and give every member a clear view of their own investments — without a group text thread standing in for a data room.
One group portfolio, broken out by member.
Track the syndicate’s full portfolio in one place, with a running account for every member — each investment recorded against the person who made it, rolling up into one clear group-level view.
- Group portfolio tracked in one dashboard
- A running account for every member
- Each member sees only their own investments and returns
Built for a group, not a single GP.
Member-level visibility
Every member logs in and sees exactly their own commitments, distributions, and documents — nothing more, nothing less.
Deal sharing that replaces the group thread
Post terms, diligence notes, and the ask once, instead of re-explaining a deal over email or Slack.
One report per member, generated instantly
When a member asks "what am I in?", the answer is a click away, not a manual lookup across old spreadsheets.
A portfolio review for an Angel Group Manager
Questions we get asked
Can members see only their own investments?
Yes — each member has their own portal login scoped to just their commitments, distributions, and documents.
How do we share a new deal with the whole group?
Post the deal once with terms and diligence materials, and every member can view it through the platform.
Can we track how much each member put into each deal?
Yes — each member has their own account, and every investment is recorded against the member who made it, rolling up into their personal portfolio view.
Is this overkill for a small, informal group?
Most groups tell us the informal approach is what got overwhelming — this replaces the spreadsheet and email thread with one place everyone already checks.
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