Seraf Overview

Seraf is an investment management software solution tailored for venture capitalists, angel investors, and family offices. This platform provides tools to manage portfolios, track investments, and analyze performance, making it ideal for managing complex investment structures. Seraf’s intuitive interface enables users to track key metrics, view financial statements, and assess portfolio value, supporting datadriven investment decisions. The software’s document management features allow investors to store contracts, reports, and due diligence documents, ensuring that critical information is readily accessible. Seraf’s reporting tools provide insights into portfolio diversification, risk levels, and investment returns, helping investors maximize their financial performance. Additionally, the software supports collaboration, allowing teams to share insights, assign tasks, and work together efficiently. By using Seraf, investors can manage portfolios effectively, streamline reporting, and make informed investment decisions that align with financial goals and strategies.

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Contact Details

  • Vendor Name Seraf
  • Founded 2013
  • Location United States

Support

    NA


Training

  • Live Online Live Online
  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Financial Services, Investment Management

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Seraf Features

  • Arrow Icon Accounting
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Financial Analysis
  • Arrow Icon Visual Analytics
  • Arrow Icon For Investors & Traders
  • Arrow Icon For Investment Advisors
  • Arrow Icon Risk Management
  • Arrow Icon Modeling & Simulation
  • Arrow Icon Portfolio Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Compliance Tracking
  • Arrow Icon Bonds/Stocks
  • Arrow Icon Mobile Access
  • Arrow Icon Commodity Futures
  • Arrow Icon Portfolio Rebalancing
  • Arrow Icon Fund Management
  • Arrow Icon Client Portal
  • Arrow Icon Benchmarking
  • Arrow Icon Client Management

Seraf Pricing

Pricing Type

  • Pricing Type Per Feature

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • NA

Seraf FAQs

Seraf is an investment management software solution tailored for venture capitalists, angel investors, and family offices. This platform provides tools to manage portfolios, track investments, and analyze performance, making it ideal for managing complex investment structures. Seraf’s intuitive interface enables users to track key metrics, view financial statements, and assess portfolio value, supporting datadriven investment decisions. The software’s document management features allow investors to store contracts, reports, and due diligence documents, ensuring that critical information is readily accessible. Seraf’s reporting tools provide insights into portfolio diversification, risk levels, and investment returns, helping investors maximize their financial performance. Additionally, the software supports collaboration, allowing teams to share insights, assign tasks, and work together efficiently. By using Seraf, investors can manage portfolios effectively, streamline reporting, and make informed investment decisions that align with financial goals and strategies.

  • No, Seraf does not offer a free version.

  • Yes, Seraf offers a free trial.

  • No, Credit Card details are not required for the Seraf trial.

  • No, Seraf does not offer an API.

  • Seraf offers training with the following options:
    • Live Online , Documentation

  • Seraf supports the following languages:
    • English

  • Following are the typical users of the Seraf:
    • Self-Employed , Small-Business , Midsize-Business

  • Seraf supports the following deployment:
    • Cloud Hosted

  • Seraf supports the following devices and operating systems:
    • Web-Based