Seraf for Individual Investors
One clear view of every angel check, fund commitment, and loan you’ve made — without needing a finance team to maintain a spreadsheet you’ll eventually stop trusting.
Every investment you’ve made, in one clear view.
Direct angel checks, fund commitments, and — soon — private loans all live in one dashboard, with performance calculated for you instead of a formula you have to maintain.
- Portfolio value and IRR calculated automatically
- Every investment type in one place
- Recent activity and documents, always up to date
Built for one person, without cutting corners.
No spreadsheet to babysit
Performance metrics update as new valuations and transactions are recorded — nothing to recalculate by hand.
Every deal type, one place
Direct investments and fund commitments sit side by side, so you actually know your full exposure.
Documents you can actually find
Cap tables, agreements, and statements are attached to each investment, not scattered across an inbox.
A Sunday portfolio check-in
Questions we get asked
Is this overkill for a personal portfolio, not a fund?
No — many individual investors use Seraf for exactly this: one accurate view instead of a spreadsheet that drifts out of date.
Can I track both direct investments and fund commitments?
Yes — both live in the same dashboard, with combined performance metrics.
Do you calculate my returns for me?
Yes — portfolio value and IRR are calculated automatically as valuations and transactions are recorded.
Will this support tracking loans I’ve personally made?
Yes — Private Credit is launching Fall 2026, so personal loans will track the same way as equity investments.
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