Seraf / PricingEnterprise
Funds and Family Offices
Contact us for Pricing
What’s included
Everything included, organized by what it does.
Portfolio Monitoring
- Date Tracking & Reminders
- Initiate Investor Update Requests
- KPI Tracking & Reporting
- Valuation Adjustments by Company & Round
- Overdue Investor Report Tracking
- Warrant & Option Tracking
- Tax Attribute Tracking
- Equity Valuation Modeling
Portfolio Management
- Printable Reports, Data Export (Excel & CSV)
- Multiple Investment Accounts
- Quarterly Financial Reports
- Document Upload via Email
- Multi-Admin Access
- White-Label Reporting
- Transaction Register
- CRM Connection via API
Insights
- Fund Metrics (IRRs, MOIC, TVPI & More)
- Portfolio Tracking at Portfolio & Investor Level
- Investor-Level Performance Data & Access
- Current & Exited Investment Tracking
- Advanced Portfolio Analytics
- Custom Analytics & Tags
Investor Management
- Fund Tracking, Incl. Capital Commitments & Calls
- LP Portal
- Portco Tear Sheets
Customer Support
- Detailed Knowledge Base & Best Practices
- Fully Supported Guided Onboarding
- Ongoing Email Support
- Optional Live Launch with LPs or Team Members
Deal Flow Add-On
ADD-ON- Deal Pipeline Management
- Deal Flow Analysis & Reporting
- Custom Deal Flow Access for Investors
Multi-Currency Add-On
ADD-ON- Track Investments in Multiple Currencies
- Daily FX Rate Adjustments
Honest answers
Questions we get asked
How is pricing determined for funds and family offices?
Pricing depends on AUM, number of entities or funds, and which add-ons you need — our team will scope this to your structure on a call.
Can we start with a demo before committing?
Yes — every enterprise engagement starts with a live demo scoped to your structure and reporting needs.
Do you support multiple funds or entities under one account?
Yes — Multi-Admin Access and Fund Tracking are built for organizations managing several funds, trusts, or entities at once.
Who owns the investment data?
You own and control all of the data you enter into Seraf, and it can be exported by you at any time.
Not the right fit?
See pricing for your organization type.
Individual Investors
Simple flat-rate plans for tracking your own angel checks and fund commitments.
Learn MoreAngel Groups
Seat-based pricing that scales with your syndicate, with optional Deal Flow and Multi-Currency add-ons.
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