Tag every investment by thesis area or business unit, track the KPIs your parent company actually cares about, and give your board a view into most of what the admins see — not a stripped-down summary.
Built forCorporate Innovation TeamsStrategic Investment ArmsCorporate Accelerators
01Strategic Tagging & KPIs
Report strategic value, not just financial returns.
Tag investments by thesis area or business unit alignment, and track the KPIs that matter to your parent company — alongside standard financial performance, in the same system.
Investments tagged by strategic thesis or business unit
Custom KPIs tracked per company or thesis area
A board view into most of what the admin team sees
Strategic Fund▾
Help
DEMO FUND ▾
Dashboard
Current Investments
Exits & Returns
Portfolio Analysis
Transaction Register
Documents
KPIs
Reports
Important Dates
Administration
Fund Management
Investor Management
Credit
LoansNEW
CovenantsNEW
RepaymentsNEW
LP Reports
Add New ▾
Portfolio Analysis - Strategic Fund
Strategic Alignment
Thesis Area
Investments
AI Infrastructure
6
Supply Chain
4
Fintech Rails
3
Climate
2
Board Rollup — Q3
02 / Why corporate venture teams switch
Built for a team that reports to two audiences.
01
Strategic + financial in one view
Track IRR alongside thesis alignment and custom KPIs, so your quarterly update tells the full story to a corporate audience.
02
A board view without a separate system
Give your board access to most of what your admin team sees — no rebuilding a stripped-down deck by hand each quarter.
03
A system that scales with the mandate
As the strategic mandate grows — new thesis areas, new business units — the tagging and KPI structure grows with it.
A day with Seraf
A quarterly update for a Corporate VC Lead
9:00 AM
Tags new investments
This quarter’s two new deals are tagged to the "AI Infrastructure" thesis area.
11:00 AM
Updates KPIs
Custom KPIs for each portfolio company are refreshed ahead of the quarterly update.
1:30 PM
Reviews the board view
Confirms the board can see thesis tags, KPIs, and performance — the same data the admin team works from.
3:00 PM
Presents to the exec team
One report, both the numbers and the strategic narrative.
“Implementing Seraf has helped us better monitor our pipeline as well as portfolio companies. We now have a reliable tool that can be shared and used by all the team members to track both the financial and impact performance of all the companies at any time. It also provides a good overview and statistics of the fund, and computes different ratios that are very useful for our quarterly reports as well as for our Board meeting presentations.”
LESLIE ZAMBELLI · Schneider Electric
Honest answers
Questions we get asked
Can the board see what the admin team sees?
Yes — the board view shows most of what admins see, including thesis tags and KPIs, without a separate reporting process.
Can we track strategic alignment, not just financial performance?
Yes — tag investments by thesis area or business unit and track custom KPIs alongside financial performance.
Does this replace our venture team’s existing workflow?
No — the venture team’s day-to-day tracking works the same as any VC fund; corporate reporting sits on top of it.
Can we run this alongside a separate direct-investment program?
Yes — multiple programs or funds can live in the same system with separate or combined reporting.
Get started
Request an Enterprise Demo
See why organizations around the world use Seraf’s professional tools for portfolio management, analysis, reporting, and insight.