Track every position and value it accurately across rounds and security types, and generate fund reporting from one system — instead of a patchwork of spreadsheets and a data room nobody trusts.
Built forSeed & Early-Stage VCsGrowth Equity FundsMulti-Stage Funds
01Portfolio Management
Every position, valued accurately, across every round and security type.
SAFEs, converts, preferred and common shares — value each position as new rounds and events happen, so your portfolio value is never a stale estimate.
Valuations tracked across SAFEs, converts, and priced rounds
Portfolio value updates as new rounds and events post
One view across every fund, company, and security type
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Nocturne Robotics
SAFE
$2.1M
Overture Analytics
Series A
$4.6M
Portfolio Value Over Time
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02 / Why VCs switch
Built for how a venture fund actually runs.
01
Valuations that stay current
SAFEs, converts, and priced rounds are valued as they happen — no rebuilding a valuation model by hand every quarter.
02
LP reporting without the fire drill
Quarterly reports generate straight from your portfolio data, not a separate reporting spreadsheet.
03
One home for the whole fund family
Fund I, Fund II, and your SPVs live side by side, so you can compare vintages and performance across all of them.
A day with Seraf
A Monday for a General Partner
8:30 AM
Reviews weekend pipeline
New inbound deals sorted and assigned to partners before the Monday scramble.
11:00 AM
Preps for IC meeting
Pulls notes and comps for two deals moving to term sheet.
2:00 PM
Updates portfolio valuations
Marks a Q3 up-round across three portfolio companies in minutes.
4:30 PM
Sends LP update
The quarterly letter goes out — generated, not assembled.
“Seraf is our go-to platform for managing both our Angel group, Rockies Venture Club, and our venture fund, Rockies Venture Fund. It has become a vital component of our portfolio management process. Before Seraf, we were using nearly a dozen different tools and platforms to manage our deal flow and investments; with Seraf, we're able to house a lot of those solutions in one place, making the process much more streamlined. I'd highly recommend Seraf for any fund managers or Angels looking for a comprehensive platform to manage their portfolio.”
DAVE HARRIS · Rockies Venture Fund
Honest answers
Questions we get asked
Do you support SAFEs and convertible notes?
Yes — SAFEs, converts, and priced rounds are all modeled natively, including conversion mechanics at a priced round.
Can we manage multiple funds and SPVs in one place?
Yes. Each fund or SPV is its own workspace, so you can compare vintages and performance across all of them.
How does LP reporting work?
Quarterly reports are generated directly from your portfolio data, so they’re always in sync with what’s in the system.
Can our LPs see their own portfolio?
Yes — LPs get a secure portal scoped to their own commitments and documents.
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