Seraf
Seraf: Deep private-investment tracking with web-only access and plans from $60 monthly. Ranked #55 of 81 in Portfolio Management Software by our editors (3.9/10); pricing: 30-day trial; best for private-market investors tracking complex instruments.
At a glance
- Editor score3.9 / 10
- Pricing30-day trial
- Best forPrivate-market investors tracking complex instruments
- Free planNo
- Paid from$600/yr
- Asset class coverageMulti_asset_alternatives
- Founded2013
- Facts checked20 Sep 2026
Where it wins
- Tracks SAFEs, notes, warrants, funds, options, loans, and equity
- Combines IRR, valuations, allocations, transactions, and cash flows
- Adds fund management, deal flow, reporting, and investor portals
Where it doesn't
- Web-only platform with no integrations
- Professional features cost $80 monthly or $800 annually
- Enterprise and fund pricing varies by organization type
Our verdict on Seraf
Seraf is a web-based portfolio management platform for private-market investors. Its audience includes individual investors, angel groups, venture funds, family offices, RIAs, and private credit funds. The platform covers equity, SAFEs, convertible notes, warrants, options, fund interests, and loans, giving investors a single place to track both current and exited investments. Dashboards show holdings, returns, IRR, and portfolio KPIs, while transaction, valuation, document, and reporting features support ongoing portfolio administration.
Pricing is structured around Advanced and Professional plans. Advanced costs $60 per month or $600 per year and includes current and exited investment tracking, deal-stage tracking, date reminders, quarterly statements, portfolio analytics, and document storage. Professional costs $80 per month or $800 per year and adds fund investment tracking, equity valuation modeling, investment entity tracking, increased document storage, and enhanced support. Enterprise and fund capabilities include deal-flow management, KPI tracking, multi-currency support, customized reporting, and multi-user access, with pricing varying by portal and organization type. A 30-day free trial is available.
The strongest fit is for investors whose portfolios require more than basic public-market holdings. Seraf supports allocation and concentration views by entity and asset class, cost-basis and cash-flow tracking, capital calls, distributions, maturities, expirations, and fund reports. Its breadth also extends to investor portals and email-based document uploads. The trade-off is a web-only experience without integrations, so investors seeking connected workflows across other financial or productivity systems should consider an alternative. Seraf is better suited to private-market recordkeeping and analysis than to a simple, lightweight portfolio tracker.
Your product? Our editors can test Seraf in depth and publish a review, labelled as paid · from $149/mo →
Seraf pricing
All 2 Seraf plans and prices →
Seraf fact sheet
| Free plan | No |
|---|---|
| Paid from | $600/yr |
| Asset class coverage | Multi_asset_alternatives |
| Performance reporting | Yes |
| Allocation analysis | Yes |
| Risk analysis | Not verified |
| Tax-lot tracking | Not verified |
| Maximum portfolios | Not verified |
| Free trial | 30 days |
| Deployment | Cloud |
| Platforms | Web |
| Support | Docs |
| Built for | Solo, Small business, Mid-market, Enterprise (editorial estimate) |
| Pricing | 30-day trial (source) |
| Website | seraf.io |
| Facts checked | 20 Sep 2026 |
Alternatives to Seraf
- BlackRock AladdinA multi-asset platform for institutions that need portfolio, risk, trading and reporting workflows.9.4
- Bloomberg AIMA broad portfolio and operations platform for enterprise investment managers.9.3
- Morningstar OfficeA mature advisor platform combining portfolio operations, reporting, research, and billing.9.2
Used Seraf? Be the first to review it
The editor score above is our own research. What this page doesn't have yet is a reader's view — what you used Seraf for, what worked and what didn't. No stars are seeded and no review is paid for; an editor reads every one before it appears.
Write a reviewTwo minutes · verified accounts only · read by an editor before it appears
Featured on iTechGuides
Seraf is listed in our Portfolio Management Software directory. Add the badge to your site — it links back to this page.
<a href="https://www.itechguides.com/products/seraf/"><img src="https://www.itechguides.com/best/badge/seraf.svg" alt="Featured on iTechGuides" width="230" height="46"></a>
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
Last updated · How we research and update