Seraf review
Deep private-investment tracking with web-only access and plans from $60 monthly.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
Seraf pros and cons
- 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
Seraf fact sheet, pricing and score →
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