Use our bulk upload sheet to import all of your investments in one click, or let our customer success team design an onboarding plan tailored to your needs.
Our Premium Onboarding service is perfect for clients who are new to Seraf or who want us to transfer all their data over to our platform. Our team takes care of the entire data transfer process, so your account is set up and ready to use as quickly and efficiently as possible.
With more than 10 years of experience, our customer success team uses a proven process to extract and transfer investment details from spreadsheets, investment accounts, and other sources — so you don't have to lift a finger.
We also draw up a training curriculum to accommodate your team's availability. Live training sessions and workshops are also an option.
Import all investments in one click, or let our team design a tailored onboarding plan.
Track valuations, ownership percentages, funding rounds, and other essential metrics in one place.
Our team pulls investment details from spreadsheets, accounts, and other sources.
We upload and organize your data, so you don't have to lift a finger.
We create a training curriculum to fit your team's schedule and needs.
See why organizations around the world use Seraf’s professional tools for portfolio management, analysis, reporting, and insight.