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Enterprise Layer Intelligence
Categories/Tax & Accounting/Seraf
Seraf

Seraf

Founded by Christopher Mirabile in 2013

Track and manage private equity, venture investments, and credit loans across multiple funds

Pricing model

Paid

Rating

★ People love it

Time to value

Moderate Setup (1-3 hours)

You can use Seraf to track, analyze, and report on private market investments across equity, convertibles, SAFEs, and private credit. The system keeps all your venture holdings, fund commitments, and promissory notes in a single register. You can track company valuations, record repayments, monitor loan covenants, and calculate fund performance metrics like IRR and cash returns. It also generates portfolio summaries and investor reports for limited partners, family offices, and angel groups, replacing complex spreadsheets and document folders with clean ledgers.

What Seraf does

Record new investment transactions and security issuancesTrack loan interest payments and principal amortization schedulesCalculate cumulative and liquidated internal rate of returnGenerate quarterly portfolio performance reports for limited partnersMonitor company financial KPIs against annual targetsStore legal agreements and cap table documents in company profilesReconcile multi-currency cash flows and investment holdingsMulti-instrument tracking for equity, SAFEs, convertible notes, warrants, options, and loansPrivate credit management with principal amortization, repayments, and covenant trackingAutomated IRR and portfolio return calculations across current holdings and exitsMulti-currency support for international investments and asset valuationsHierarchical structure support for funds, SPVs, family offices, and personal portfoliosLimited partner reporting and automated capital account statementsCentralized document storage for transaction records and investment agreements

Pricing breakdown

Pricing model: Paid

Frequently asked

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Seraf, portfolio management, private equity tracking, venture capital, angel investing, private credit, family office software, SAFE tracking, convertible notes, fund reporting, IRR calculation, cap table records, loan covenants, LP reporting, deal flow tracking