Market Research / Funds
The funds, and what they actually back
Every crypto-native fund as a record of its own: the portfolio it holds, the rounds it wrote into, how often it leads, and who it keeps showing up alongside. The thesis a firm states and the cheques it writes are different documents.
Every fund, ranked on what it holds
The firms writing cheques in this market, on one screen, with the size of the book beside the number of names it is spread across. Two funds of the same size can be running completely different strategies, and the second column is where that shows.
- Liquid against locked
Tradeable tokens, SAFT lockups, and equity stakes separated rather than totalled
- Concentration
The top positions and sector weightings a book is actually betting on
- Wallets behind the book
Declared holdings mapped to the custody addresses and multisigs holding them
The cheques, not the thesis
A fund is easiest to read backwards. Every round it wrote into, at what stage and what size, and whether it set the terms or joined someone else’s round, which is the difference between conviction and access.
- Lead or participant
Stated on every round, not inferred, with board presence where it is known
- Cheques over thesis
Pre-seed through strategic, ranked on capital actually deployed
- Return attribution
Performance by vintage year, sector bet, and realized exit
Where the money is going next
Announced and in-market raises beside the ones already closed, so the sector a fund is about to be busy in is visible while it is happening rather than a quarter later in someone else’s chart.
- Positioning before the announcement
Fund wallets moving into new contracts and staging addresses ahead of a public round
- Unlocks and cliffs ahead
Token generation events and vesting dates landing on positions a fund already holds
- Follow-on deployment
Second cheques and treasury extensions into names already on the book
Mandates, and the capacity behind them
What a fund is permitted to buy and what it still has to spend, which together decide whether it can be in the next round at all. A track record says what a firm did with its last fund; the mandate and the dry powder say what it can do with this one.
- Dry powder
Undeployed capital against what was committed, for new cheques and follow-ons
- Mandate and strategy
Liquid venture, early-stage equity, quantitative, and yield, separated rather than pooled
- Registrations and structure
Form ADV filings, offshore vehicles, and the regions a fund is cleared to invest in
Where a fund actually invests
Read a mandate as a shape rather than a paragraph: the sectors a fund concentrates in, the stage it enters at, and the cheque it writes into which markets.
- Focus area
The sectors a fund has backed, as a share of the portfolio rather than a list of names
- Investment stage
Seed, Series A, and strategic participation across the whole record
- Cheque size and geography
The round sizes a fund writes into, and the jurisdictions it has invested in
The allocators, and the record behind them
- Funds and investors
- 9,500+
- Rounds attributed
- 38,000+
- Portfolio positions
- 140,000+
Fund portfolios, track records, and capital deployment normalized into one workspace, so "who is behind this" and "what else have they backed" are one lookup rather than an afternoon.
Universal fund analysis tools
Apply Seerian’s core research capabilities to any individual fund across the platform using standardized market data inputs.
Fund portfolio comparison
Chart portfolio value, position counts, and deal cadence across funds side-by-side on shared axes
Learn more about Fund portfolio comparisonSyndicate and co-investment matrix
Measure how often the same funds appear in one another’s rounds, and which pairings recur across vintages
Learn more about Syndicate and co-investment matrix
Fund and portfolio entity graph
Map the connections between a fund, its portfolio companies and tokens, and the wallets holding them
Learn more about Fund and portfolio entity graphFund deployment and valuation indicators
Monitor capital deployment against commitments, follow-on participation rates, and portfolio valuation markups in one consolidated dashboard
Learn more about Fund deployment and valuation indicatorsCollaborative fund analysis
Document allocator diligence, annotate the disclosure that revealed a position, and discuss portfolio concentration with your team alongside live market data.
Discussion and annotation
Document fund diligence, attach notes to a specific portfolio disclosure or filing, and discuss allocation alongside live market data
Learn more about Discussion and annotation
Watchlist integration
Add a top-tier allocator, an emerging fund, or a portfolio cohort to shared team watchlists with a single click
Learn more about Watchlist integrationDashboards
Pin a fund leaderboard, a portfolio token distribution table, or a co-investment graph onto a shared dashboard in a click
Learn more about Dashboards
Contextual news feed
Verified venture disclosures, regulatory filings, and fund raise announcements mapped to the allocators you monitor
Learn more about Contextual news feed
Custom alert routing
Route threshold notifications for new fund investments, large wallet transfers, or portfolio cliff unlocks to Slack, Telegram, Teams, WhatsApp, or PagerDuty
Learn more about Custom alert routing
Seera AI prompts
Summarize a fund’s portfolio concentration, analyze its follow-on history, or draft an internal investment committee brief
Learn more about Seera AI promptsTrusted by institutional teams managing digital assets at scale
Discover how top investment firms, funds, and family offices consolidate market intelligence into one workspace.
“Before Seerian, we were paying for separate analytics platforms and manually stitching the data together in internal dashboards. Now, our entire research stack is in one place, natively integrated, and perfectly mapped to our live portfolio. It completely changed how we evaluate our positions.”
Managing PartnerCrypto Fund
“Seeing derivative flows, funding rates, and liquidity levels directly alongside our active wallet positions changed how we manage downside risk. We don’t just look at isolated market data anymore; we see exactly how it impacts our specific holdings in real time.”
Portfolio ManagerProprietary Trading Firm
“The ability to have our entire analyst team working out of the same shared watchlists and project folders has eliminated the scattered research we used to share over chat. Everyone is finally looking at the same data, at the same time.”
Head of ResearchInstitutional Investment Firm
“Before Seerian, we were paying for separate analytics platforms and manually stitching the data together in internal dashboards. Now, our entire research stack is in one place, natively integrated, and perfectly mapped to our live portfolio. It completely changed how we evaluate our positions.”
Managing PartnerCrypto Fund
“Seeing derivative flows, funding rates, and liquidity levels directly alongside our active wallet positions changed how we manage downside risk. We don’t just look at isolated market data anymore; we see exactly how it impacts our specific holdings in real time.”
Portfolio ManagerProprietary Trading Firm
“The ability to have our entire analyst team working out of the same shared watchlists and project folders has eliminated the scattered research we used to share over chat. Everyone is finally looking at the same data, at the same time.”
Head of ResearchInstitutional Investment Firm
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A $225M Series A at $3.0B post-money, led by the same fund that took the seed. Four of the eight participants are already on the cap table.