Seraf
The facts below are what the maker publishes about Seraf, checked and dated. Our editors have not written about it yet.
Plans and prices
From Seraf's own pricing page, checked 9 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Advanced | $600 a year | 1 GB document storage · basic support · $600/yr; or $60 billed monthly |
| Professional | $800 a year | 5 GB document storage · enhanced support · $800/yr; or $80 billed monthly |
| Angel group, 1–49 seats | $995 a year | 1–49 seats · Deal Flow and Multi-Currency offered as add-ons · Base price per year |
| Angel group, 50–99 seats | $1,295 a year | 50–99 seats · Deal Flow and Multi-Currency offered as add-ons · Base price per year |
| Angel group, 100–149 seats | $1,695 a year | 100–149 seats · Deal Flow and Multi-Currency offered as add-ons · Base price per year |
| Angel group, 150+ seats | $2,195 a year | 150+ seats · Deal Flow and Multi-Currency offered as add-ons · Base price per year |
| Funds and Family Offices | Priced on request | Pricing depends on AUM, number of entities or funds, and selected add-ons · Contact us for Pricing |
The facts
Each one read from Seraf's own pages, with the date it was checked.
What it does
- Allocation analysis
- Yeschecked 20 Sep 2026
- Asset class coverage
- multi_asset_alternativeschecked 20 Sep 2026
- Audience
- Seraf describes its users as individual investors, angel groups, venture capital funds, family offices, and private credit funds.checked 9 Oct 2026
- Credit availability
- The homepage describes Seraf Credit as coming in fall 2026, with loan, covenant, repayment, and LP-reporting features.checked 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.checked 9 Oct 2026
- Deal flow
- Its deal flow module supports configurable stages, application forms, prospect profiles, deal-team assignments, and pipeline reporting.checked 9 Oct 2026
- Integrations
- The fund and family-office offering lists a CRM connection via API, and portfolio management lists API integrations.checked 9 Oct 2026
- Investment types
- The platform lists equity, SAFEs, convertibles, warrants, options, fund interests, and loans among the instruments it tracks.checked 9 Oct 2026
- LP portal
- The LP Portal supports permissioned file sharing, capital-call and distribution histories, and branded report exports.checked 9 Oct 2026
- Performance reporting
- Yeschecked 20 Sep 2026
- Portfolio management
- Portfolio management includes company records, investment details, document storage, reporting, and date reminders.checked 9 Oct 2026
- Product
- Seraf is a private-market portfolio platform for tracking equity and credit investments, managing relationships, and reporting.checked 9 Oct 2026
- Security
- Seraf says its privacy policy includes EU Standard Contractual Clauses and that it uses encryption for sensitive information in transit.checked 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.checked 9 Oct 2026
Money
- 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.checked 9 Oct 2026
- Free plan
- Nochecked 20 Sep 2026
- Individual trial
- Individual investors can request a 30-day free trial.checked 9 Oct 2026
The company
- Founded
- 2013checked 28 Sep 2026
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