Name: Seraf Portfolio Management
Price: 250 USD
Author: Seraf

Help Desk

Web and Video Conferencing

Customer Support

Help Authoring

Development

Business Intelligence (BI)

Collaboration

Data Discovery and Visualization

Electronic Signature

Partner Relationship Management

Quality Management

Whistleblowing

Enterprise

Accounting

Loan Origination

Trust Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Corporate Volunteering

Employee Engagement

HR Management

Leave Management

Payroll

Recruitment Agency

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

3D Printers

AIOps

Browser

Bug Bounty

Cloud Migration

Cloud Storage

Compliance Consulting

Container Security

Data Center Power

Data Virtualization

Database Management

DevOps

Enterprise Service Bus

Fraud Detection

Integration Platform as a Service (iPaaS)

Network Performance Monitoring

Process Mining

Product Implementation Services

Requirements Management

Scale-Out Storage

Software Defined Networking (SDN)

Software Distribution

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Brand Intelligence

Competitive Intelligence

Content Management

Email Marketing

Email Testing

Local Listing Management

Marketing Automation

Social Media Management

Survey & Forms Building

Virtual Event

Web Analytics

Marketing

AI Meeting Assistants

Project Management

Professional Services

Customer Relationship Management (CRM)

Lead Generation Services

Sales

Antivirus

Security

Assisted Living

Estate Planning

Jail Management

Mental Health

Multiple Listing Service (MLS)

Pharmacy

Scholarship Management

Veterinary

Vertical-Specific

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Seraf is a platform designed to support early-stage investors in managing their investment portfolios. According to the vendor, it provides tools and resources to help angel investors and early-stage venture capitalists track, analyze, and optimize their investments in startups. Seraf is aimed at investment professionals, entrepreneurs, and startups looking to streamline their investment processes and make data-driven decisions.

## Key Features

**Deal Flow Management**: Seraf offers a deal flow management solution that allows investors to efficiently track and manage their deal pipeline. According to the vendor, users can easily capture and organize information about potential investment opportunities, including company details, founders' profiles, and pitch decks.

**Portfolio Management**: Seraf provides comprehensive portfolio management tools to help investors track and monitor their investments. Users can create and maintain a centralized database of their portfolio companies, including key financial and performance metrics. The platform allows for easy tracking of investment amounts, ownership percentages, and valuation changes over time.

**Valuation Modeling**: Seraf offers a valuation modeling tool that helps investors estimate the value of their startup investments. Users can input various financial and operational data to calculate the potential value of a startup based on different valuation methodologies, according to the vendor.

**Capitalization Table Management**: Seraf provides a capitalization table management feature that allows investors to easily create and maintain cap tables for their portfolio companies. Users can input and update information about equity ownership, convertible securities, and other capitalization events, as stated by the vendor.

**Due Diligence Support**: Seraf offers tools and resources to support investors in conducting due diligence on potential investment opportunities. Users can create due diligence checklists and workflows to ensure a systematic and thorough evaluation of startups, according to the vendor.

Seraf provides cloud-based deal flow and portfolio management software along with educational content for venture funds, impact funds, angel groups, family offices, accelerators, universities, and other early stage investors.

Advanced

Professional

Covercy is a Banking-Embedded Investment Management Platform built for commercial real estate investment firms. It offers automated distribution & capital call payment processing, an Investor Portal, and APY yielding checking accounts.

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According to the vendor, RightCapital's financial planning solution allows financial advisors to:
•Differentiate their value for more clients.
•Create a simple plan in as little as 10 minutes.
•Empower themselves to evolve with planning needs.

Basic

Premium

Platinum

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Seraf Portfolio Management

Investment Portfolio Management

Seraf

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Seraf Portfolio Management

Overview

What is Seraf Portfolio Management?