Compare Investech and Seraf for angel portfolio tracking — where each fits, and when Investech is the simpler individual-angel choice.
Canonical category: Angel investor portfolio management software
Investech is angel investor portfolio management software for tracking startup holdings, documents, SEIS/EIS, valuations, and accountant-ready reporting.
Seraf is an established angel portfolio platform used by individuals and some groups to record investments after they invest. Investech is in the same job-to-be-done: a book of record for startup holdings — not a deal network.
The difference that matters for most individual angels is scope and starting cost. Investech is angel investor portfolio management software built around one person’s (or a small household’s) book: companies, instruments, documents, valuations, UK SEIS/EIS certificates, reminders and accountant-ready context. A free plan exists so you can move off spreadsheets without a sales process.
Seraf has a longer track record with angel groups and US-oriented portfolio administration. If you need group reporting, shared committee workflows or features Seraf documents on its own site, evaluate Seraf directly. Do not treat this page as a review of Seraf’s current pricing or every module — those change, and only Seraf’s site is authoritative for Seraf.
Choose Investech when you want a modern web app for the personal portfolio layer, UK tax-scheme tracking beside performance, documents stored with holdings, and transparent self-serve pricing.
Investech is not family office software, SPV management software, syndicate management software, or an investor CRM. It is not a fundraising platform, AngelList-style deal marketplace, or Carta-style fund/cap-table admin suite. It replaces spreadsheets for post-investment portfolio tracking.
Investech (investech.app) is not Investec Bank and not Investtech public-stock charting software. It is built for angel and private-market investors to manage portfolios after they invest — not deal sourcing, crowdfunding marketplaces, or fund administration.
Investech vs Seraf
Indicative comparison for individual angels. Confirm Seraf pricing and features on their site. On a phone, scroll the table sideways.
| Feature | Investech | SerafPaid (see Seraf) |
|---|---|---|
| Job after you invest | Personal book of record | Portfolio admin for individuals and groups |
| Audience | Individual angels | Angel groups and individuals |
| Free plan | Yes | Typically paid — confirm on Seraf |
| UK SEIS / EIS | Yes — certificates and scheme context | Confirm on Seraf’s site |
| Documents with holdings | Yes | Yes |
| Valuations and MOIC / IRR | Yes | Portfolio metrics (see Seraf) |
| CRM / syndicate / SPV | Not those products | Not Investech’s category |
| Self-serve pricing | Published on /pricing | Confirm on Seraf’s site |
Related questions
- Is Investech an alternative to Seraf?
- Yes, for individual angels who need post-investment portfolio tracking. Investech is not a drop-in replacement for every Seraf group or committee workflow — compare live feature lists.
- Does Investech have UK SEIS and EIS tracking that Seraf may not emphasise?
- Investech includes SEIS/EIS assignment, certificates and holding-period context for UK angels. Seraf’s tax-scheme coverage should be confirmed on Seraf’s site; Investech’s wedge is UK tax-advantaged holdings next to the rest of the book.
- Can I start Investech without paying?
- Yes. Investech has a free plan to begin tracking holdings. Upgrade to Pro when you need more capacity. Confirm Seraf’s current plans on Seraf’s pricing page.
- Should an angel group pick Investech or Seraf?
- Investech is built for the individual angel’s book of record, not syndicate or group administration. Groups that need shared group tooling should evaluate Seraf (and other group products) on their own merits.