Solutions for Portfolio Managers
Track allocation and performance across the whole book.
See allocation, performance, and exposure across every position at once. No spreadsheets to reconcile, no screenshots to stitch, just one workspace your team works from.
Track the whole book live
Keep positions, allocation, and performance current across every venue and wallet, so you always know where the portfolio stands.
- Consolidated positions
Every holding across accounts in one view
- Performance and history
Returns tracked over any window
- Custom watchlists
Follow the names on your mandate
Build conviction faster
Compare assets, dig into fundamentals, and read category rotation from one place, turning research into decisions without switching tools.
- Side-by-side comparison
Weigh assets on the metrics that matter
- Deep token analysis
Fundamentals, performance, and history
- Category rotation
See where capital is flowing
Align the team around one book
Share watchlists, dashboards, and notes so the whole desk works from the same live view of allocation and performance.
- Shared watchlists
The names on your mandate, in one list
- Notes in context
Discuss any position where the work lives
- One workspace
No spreadsheets to reconcile
Coverage you can build on
- Blockchains
- 400+
- Digital assets
- 130,000+
- DeFi protocols
- 7,000+
Teams choose Seerian for breadth they can rely on: every major chain, asset, venue, and protocol normalised into one workspace.
Every tool in one place. That’s the new standard.
Meet the connected suite that powers your entire portfolio.
Built for teams
Designed for every seat at the table
Empower your team to keep your fund rolling, no matter the role.
For CFOs
Be an even stronger strategic partner. Bridge fund operations with your portfolio companies for total visibility and control.
For Deal Teams
Easily access up-to-date cap tables, run waterfalls, and simplify quarterly reporting, saving time and reducing errors.
For Associates
Reduce spreadsheet overload. Spend less time reconciling and more time on deals using automation and up-to-date data.
Trusted by desks managing digital assets at scale.
See how leading desks research, track, and manage digital assets with Seerian.
“Seerian has completely transformed how our research team tracks on-chain flows. What used to take hours now takes minutes.”
“The unified dashboard across exchanges and wallets gives us a single source of truth. Our portfolio managers finally have real-time clarity.”
“Building earning strategies means constantly researching new protocols, assets, and pools. Seerian puts all of that data in one place, so our team can compare opportunities and move faster than ever.”
Frequently asked questions
Answers to the questions teams ask most when evaluating Seerian.
See Seerian with your team.
Book a 30-minute demo. We'll tailor it to the workflows you run today.