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Solutions / Crypto Funds

Portfolio oversight built for how funds operate

Unify multi-strategy holdings, simplify limited partner reporting, and accelerate thesis validation across a single institutional workspace.

An analyst at work in a research workspace

Run the fund from one dashboard

Consolidate liquid alpha, venture holdings, and yield strategies into a single continuous ledger.

  • Multi-vehicle aggregation

    Monitor centralized exchange accounts, decentralized protocols, and custody vaults in one real-time operational view

  • Real-time NAV tracking

    Calculate net asset value continuously without reliance on manual spreadsheet stitching or batch processing delays

  • Mandate and allocation bounds

    Set strict position limits and receive automated notifications when fund exposure drifts beyond approved parameters

Report to LPs with confidence

Generate audit-ready performance updates and LP statements seamlessly.

  • Institutional report generation

    Produce sanitized, verifiable PDF exports detailing fund returns, sector allocations, and risk profiles

  • Transparent performance attribution

    Dissect returns to demonstrate whether outperformance stems from spot asset selection, active trading alpha, or structural yield generation

  • Immutable compliance logs

    Provide auditors and fund administrators with timestamped records of all historical position adjustments and research notes

Find and pressure-test ideas

Accelerate fundamental research and stress-test new investment theses.

  • Cross-asset research surface

    Combine protocol revenue data, smart contract activity, and tokenomics models directly within analyst workspaces

  • Scenario modeling and risk testing

    Evaluate potential portfolio impact under sudden liquidity drawdowns, funding rate blowouts, and macro shocks

  • Collaborative diligence notes

    Attach investment committee memos, analyst annotations, and Seera AI thesis summaries directly to watched assets

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.

Team collaboration in context

Document research findings, attach notes to specific chart coordinates, and discuss asset positioning with your team directly alongside real-time market data.

Discussion and annotation

Notes anchored to the point on the chart they are about

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Watchlist integration

Add any asset to a shared team watchlist with a single click from any data row

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Dashboards

Pin a price chart or a movers table onto a shared dashboard in a click

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Contextual news feed

Protocol announcements, governance updates, and verified news for the assets you monitor

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Custom alert routing

Send threshold notifications to Slack, Telegram, Teams, WhatsApp, or PagerDuty

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Seera AI prompts

Summarize asset mechanics, read an open interest skew, or draft a research note

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Built for teams

Designed for every seat at the firm

One workspace, whatever your role in getting to the decision.

  • For analysts

    For analysts

    Fundamental diligence and thesis generation

    Streamline due diligence with normalized on-chain telemetry, protocol revenue metrics, and collaborative prompt libraries.

  • For portfolio managers

    For portfolio managers

    Capital allocation and PnL optimization

    Monitor fund-wide exposures, execute rebalancing strategies, and track PnL and yield attribution across CeFi and DeFi venues.

  • For operations and risk

    For operations and risk

    LP reporting and counterparty safety

    Maintain strict read-only execution permissions, automate LP reporting workflows, and track real-time counterparty concentration risk.

Trusted 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

Frequently asked questions

Common questions about Seerian, where our data comes from, and how teams work in the platform.

Experience Seerian with your team

Schedule a 30-minute demonstration tailored to your organization's research and portfolio requirements.

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