Seraf

6.8easy start · #48of 81
in Portfolio Management Software

Free to practise onno
Free trialyes
Well documentedyes
Runs where you workno

Runs on api, Web. Paid plans from $50/mo.

Seraf is ranked #48 of 81 in portfolio management software on The Geeks Club, made by Seraf. It runs on API, Web. There is no free plan. A free trial is offered. Paid plans start at $50/mo.

Seraf plans and pricing

All plans

Advanced $60/mo billed monthly 1 GB document storage seraf.io · 20 Sept 2026

Professional $80/mo billed monthly 5 GB document storage seraf.io · 20 Sept 2026

Advanced $600/yr $600/yr; or $60 billed monthly 1 GB document storage · basic support seraf.io · 9 Oct 2026

Professional $800/yr $800/yr; or $80 billed monthly 5 GB document storage · enhanced support seraf.io · 9 Oct 2026

Angel group, 1–49 seats $995/yr Base price per year 1–49 seats · Deal Flow and Multi-Currency offered as add-ons seraf.io · 9 Oct 2026

Angel group, 50–99 seats $1,295/yr Base price per year 50–99 seats · Deal Flow and Multi-Currency offered as add-ons seraf.io · 9 Oct 2026

Compared on portfolio management software

Free plan: No
Asset class coverage: multi_asset_alternatives
Performance reporting: Yes
Allocation analysis: Yes

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The record

Product: Seraf is a private-market portfolio platform for tracking equity and credit investments, managing relationships, and reporting.
Investment types: The platform lists equity, SAFEs, convertibles, warrants, options, fund interests, and loans among the instruments it tracks.
Deal flow: Its deal flow module supports configurable stages, application forms, prospect profiles, deal-team assignments, and pipeline reporting.
Portfolio management: Portfolio management includes company records, investment details, document storage, reporting, and date reminders.
LP portal: The LP Portal supports permissioned file sharing, capital-call and distribution histories, and branded report exports.
Integrations: The fund and family-office offering lists a CRM connection via API, and portfolio management lists API integrations.
Security: Seraf says its privacy policy includes EU Standard Contractual Clauses and that it uses encryption for sensitive information in transit.
Data handling: Seraf says it does not sell or share personal data and does not store payment card data, which is handled by Stripe.
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.
Individual trial: Individual investors can request a 30-day free trial.
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.
Audience: Seraf describes its users as individual investors, angel groups, venture capital funds, family offices, and private credit funds.
Credit availability: The homepage describes Seraf Credit as coming in fall 2026, with loan, covenant, repayment, and LP-reporting features.
Founded: 2013
Price from: $50/mo

Where it ranks on The Geeks Club

Best Portfolio Management Software in 2026#48 of 81

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Sources

seraf.io/about-us· checked 9 Oct 2026
seraf.io· checked 9 Oct 2026
seraf.io/deal-flow· checked 9 Oct 2026
seraf.io/portfolio-management· checked 9 Oct 2026
seraf.io/lp-portal· checked 9 Oct 2026
seraf.io/fund-pricing· checked 9 Oct 2026
seraf.io/privacy-policy· checked 9 Oct 2026
seraf.io/individual-investor-pricing· checked 9 Oct 2026
seraf.io/angel-group-pricing· checked 9 Oct 2026