Seraf’s deal flow module replaces the spreadsheet-and-inbox pipeline with one customizable system — from first inbound lead through diligence, term sheet, and close.
Built forVenture CapitalAngel GroupsFamily OfficesCorporate VC
01 / Capabilities
One pipeline, from first look to closed deal.
01Centralize & Organize
Every tool your team uses, in one place.
Stop stitching together inboxes, shared drives, and someone's personal spreadsheet. Seraf consolidates deal flow by stage, application status, and pipeline mix into one dashboard your whole team reads from.
Deal flow by stage — current quarter, current year, all-time
Pending vs. accepted applications, tracked automatically
Pipeline and outcome breakdowns updated live
Prospect Outcomes
Passed 73.8% · Watchlist 16.7% · Invested 9.5%
Deal Flow by Stage
New
25
Diligence
8
Invested
4
02Collaborate
Assign a deal team. Keep everyone current.
Every prospect gets a memo — summary, stage, deal team, and contacts — so partners, associates, and scouts are always looking at the same up-to-date record, not five versions of a doc.
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Tony Walker · CEO
Mary Williams · CFO
03Custom Structure
Build the pipeline your team actually runs.
Stages, custom application forms, and inbound intake that match how your firm evaluates deals — not a generic CRM template. Nothing moves forward without someone deciding it should.
Custom stages mapped to your process
Branded, auto-saving application forms for inbound leads
Nothing falls through the cracks between stages
CONCERTO FUND · APPLICATION FORM
Company Information
Prospect Name *
Industry
— Select a value —
Submit Application
02 / The shift
What changes when deal flow moves off spreadsheets.
Today · Spreadsheet + inbox
With Seraf Deal Flow
Tracking new leads
Forwarded emails, dropped into a shared sheet by whoever remembers
Custom intake form, auto-logged and assigned a stage on submit
Seeing pipeline health
Someone manually tallies stages before the Monday partner meeting
Live dashboard — by stage, by quarter, by outcome
Reviewing a prospect
Scattered notes across email threads and personal docs
One memo per prospect — team, summary, contacts, documents
Moving a deal forward
Ad hoc Slack messages and "did anyone follow up with them?"
Stage changes are visible to the whole deal team instantly
03 / Trust
Built since 2013. 220,360 transactions tracked and counting.
Deal flow is where every Seraf portfolio starts. Funds and angel groups run their entire sourcing process — from cold inbound to signed term sheet — inside the same platform that tracks the investment afterward.
104
Leads tracked, one fund, one year
8.1%
Reach investment committee
3.8%
Convert lead to invested
04 / FAQ
The honest answers.
Can I customize the stages?+
Yes — deal flow stages, fields, and application forms are all configurable to match how your team actually evaluates deals, not a fixed CRM template.
Does it connect to the rest of my portfolio?+
Yes. When a deal moves to "Invested," it converts directly into a tracked portfolio company — no re-entering data into a separate system.
Can outside scouts or co-investors submit deals?+
Yes — a branded, auto-saving application form lets anyone submit a prospect directly into your pipeline for review.
Who can see what?+
You control access by permission — grant read or edit access to Deal Flow and Portfolio Management separately, so partners, associates, and scouts each see only what they need.
How long does setup take?+
Most teams are tracking live deal flow within a day. Custom stages and forms can be adjusted anytime as your process evolves.
Get started
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