Freedom251 › Portfolio Management Software
Seraf
by Seraf
What Seraf is
Seraf is a private-market portfolio platform for tracking equity and credit investments, managing relationships, and producing reports. It tracks equity, SAFEs, convertibles, warrants, options, fund interests, and loans. Deal Flow provides configurable stages, application forms, prospect profiles, deal-team assignments, and pipeline reporting. Portfolio management keeps company records, investment details, documents, reports, and date reminders. The LP Portal supports permissioned file sharing, capital-call and distribution histories, and branded report exports. Performance reporting and allocation analysis are listed capabilities, with API integrations for portfolio management and a CRM connection for fund and family-office users. Seraf serves individual investors, angel groups, venture capital funds, family offices, and private credit funds. It runs through web and API access. Individual investors can request a 30-day trial, while angel groups can request a demo and trial. Advanced costs $60 a month; Professional costs $80 a month.
Who it suits
Seraf suits investors and investment organisations managing private-market holdings, deal pipelines, portfolio records, or LP communications. Its audiences include individual investors, angel groups, venture capital funds, family offices, and private credit funds.
What it does well
- Tracks multiple equity and credit instruments
- Deal Flow includes configurable pipeline stages
- LP Portal supports permissioned file sharing
- Offers performance and allocation analysis
- Individual investors can request a 30-day trial
What to know first
- No free plan
- Advanced includes 1 GB document storage
- Professional costs $80 a month
- Funds and Family Offices pricing is by enquiry
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Angel group, 50–99 seats | Base price per year · 50–99 seats · Deal Flow and Multi-Currency offered as add-ons | $1,295 a year |
| Angel group, 100–149 seats | Base price per year · 100–149 seats · Deal Flow and Multi-Currency offered as add-ons | $1,695 a year |
| Angel group, 150+ seats | Base price per year · 150+ seats · Deal Flow and Multi-Currency offered as add-ons | $2,195 a year |
| Advanced | $600/yr; or $60 billed monthly · 1 GB document storage · basic support | $600 a year |
| Professional | $800/yr; or $80 billed monthly · 5 GB document storage · enhanced support | $800 a year |
| Angel group, 1–49 seats | Base price per year · 1–49 seats · Deal Flow and Multi-Currency offered as add-ons | $995 a year |
| Funds and Family Offices | Contact us for Pricing · Pricing depends on AUM, number of entities or funds, and selected add-ons | On request |
As seraf.io lists them, read 9 Oct 2026. The maker's own page has the final word.
Verdict
Seraf combines private-investment tracking, deal-flow management, portfolio records, reporting, and LP sharing. Buyers should match its paid plans and storage allowances to their organisation and investment workflow.
Facts from Seraf's own pages
- Allocation analysis
- Yes · seraf.io, 20 Sept 2026
- Angel-group trial
- Angel groups can request a live demo and Seraf says it will set up a trial for the group to try before committing. · seraf.io, 9 Oct 2026
- Asset class coverage
- multi_asset_alternatives · seraf.io, 20 Sept 2026
- Audience
- Seraf describes its users as individual investors, angel groups, venture capital funds, family offices, and private credit funds. · seraf.io, 9 Oct 2026
- Credit availability
- The homepage describes Seraf Credit as coming in fall 2026, with loan, covenant, repayment, and LP-reporting features. · seraf.io, 9 Oct 2026
- Data handling
- Seraf says it does not sell or share personal data and does not store payment card data, which is handled by Stripe. · seraf.io, 9 Oct 2026
- Deal flow
- Its deal flow module supports configurable stages, application forms, prospect profiles, deal-team assignments, and pipeline reporting. · seraf.io, 9 Oct 2026
- Founded
- 2013 · seraf.io, 28 Sept 2026
- Free plan
- No · seraf.io, 20 Sept 2026
- Individual trial
- Individual investors can request a 30-day free trial. · seraf.io, 9 Oct 2026
- Integrations
- The fund and family-office offering lists a CRM connection via API, and portfolio management lists API integrations. · seraf.io, 9 Oct 2026
- Investment types
- The platform lists equity, SAFEs, convertibles, warrants, options, fund interests, and loans among the instruments it tracks. · seraf.io, 9 Oct 2026
- LP portal
- The LP Portal supports permissioned file sharing, capital-call and distribution histories, and branded report exports. · seraf.io, 9 Oct 2026
- Performance reporting
- Yes · seraf.io, 20 Sept 2026
- Portfolio management
- Portfolio management includes company records, investment details, document storage, reporting, and date reminders. · seraf.io, 9 Oct 2026
- Product
- Seraf is a private-market portfolio platform for tracking equity and credit investments, managing relationships, and reporting. · seraf.io, 9 Oct 2026
- Security
- Seraf says its privacy policy includes EU Standard Contractual Clauses and that it uses encryption for sensitive information in transit. · seraf.io, 9 Oct 2026
- Support
- Enterprise accounts include guided onboarding and ongoing email support; individual accounts receive knowledge-base support, with hands-on data-entry services available for an hourly rate. · seraf.io, 9 Oct 2026
Where Seraf stands on Freedom251
- Portfolio Management Software#33 of 81