Seraf
Early-stage portfolio tracking since 2013
4.0Tiered / Contact salesBest for Angel groups and small funds tracking messy early-stage holdings
Portfolio Tracking Angel Investing SAFEs
Overview
Seraf has tracked early-stage portfolios since 2013 — $11.8B across 20,000+ companies — handling the instruments venture actually uses: SAFEs, convertible notes, warrants, options, equity and fund interests, plus a newer credit module for loans. Angels, angel groups, family offices and small funds use it for consolidated dashboards, tax-season sanity, capital call management and LP reporting without enterprise overhead.
Key features
- Tracks SAFEs, notes, warrants, options and equity
- Multi-entity portfolios: personal, fund and SPV
- LP reporting and capital call management
- KPI collection and performance analytics
- Document storage tied to each holding
- Seraf Credit module for loan portfolios
Pros
- Handles early-stage instrument complexity properly
- A decade-plus of product maturity for this exact niche
- Right-sized for angels through small funds
Cons
- Interface feels dated next to newer entrants
- Institutional funds will outgrow its reporting depth