Team Collaboration
Research together, in one shared workspace
Unify your firm’s market intelligence. Replace fragmented chat threads and siloed spreadsheets with a collaborative, multi-user terminal built for institutional allocators.
One source of truth for the team
Eliminate fragmented files and out-of-date data.
- Shared, not copied
Work from a single, live instance of portfolio and market data rather than distributing static spreadsheet exports
- Centralized workspaces
Group tokens, derivative order books, and macro indicators into dedicated team project folders
- Role-based access
Maintain strict organizational security by assigning specific viewing or editing permissions to internal analysts and external auditors
Discuss the research where it lives
Tie your team’s commentary directly to live market data.
- Contextual annotations
Attach diligence notes, thesis updates, and risk warnings directly to specific chart coordinates or token rows
- Inline discussion threads
Debate asset positioning and counterparty risk with your investment committee right alongside the quantitative data
- Persistent institutional memory
Ensure critical research context remains securely stored in the workspace even as analysts rotate or shift focus
One dashboard the whole firm is reading
Align your entire organization on the same risk metrics.
- Firm-wide deployment
Publish finalized, standardized dashboards to the broader organization to ensure total operational alignment
- Synchronized monitoring
Ensure the head of research and the primary portfolio manager are viewing the exact same liquidity depths and funding rates simultaneously
- Live presentation mode
Transition seamlessly from independent research into client-ready visual reporting without switching platforms
Run research the same way every time
Standardize institutional due diligence processes.
- Shared prompt libraries
Utilize the exact analytical queries and Seera AI prompts your best analyst already wrote to evaluate new assets
- Procedural consistency
Ensure every token unlock, smart contract deployment, and protocol revenue model is analyzed using identical firm-wide frameworks
- Template cloning
Duplicate highly effective watchlist structures and dashboard layouts to rapidly scale coverage across new sectors
Shared team watchlists
Curate dynamic asset tracking lists with your team and trigger universal alerts when critical liquidity or price thresholds are breached.
- Organizational alignment
Ensure every analyst and portfolio manager monitors the exact same token universe and risk parameters
- Dynamic curation
Allow authorized team members to add or remove assets as market narratives shift, updating the list globally for all internal subscribers
Audit trails and history
Maintain a timestamped chronological ledger of all team edits, chart annotations, and dashboard modifications for compliance tracking.
- Immutable activity logs
Track every workspace modification, from watchlist additions to dashboard widget adjustments, in a secure chronological feed
- Compliance readiness
Provide risk managers and external auditors with verifiable proof of the exact market data underlying historical investment decisions
Enterprise identity integration
Automate user lifecycle management and secure your organizational perimeter.
- SSO connectivity
Integrate directly with major identity providers like Okta, Azure AD, and Google Workspace via SAML and OIDC
- Automated provisioning
Deploy SCIM protocols to automatically onboard new analysts and immediately revoke access upon employee departure
- Security enforcement
Enforce mandatory multi-factor authentication and strict session timeouts globally at the identity provider level
Multi-fund partitioning and RBAC
Segregate workspaces by fund mandate and enforce strict access controls.
- Entity isolation
Partition thesis project folders and dashboards by specific sub-funds to prevent cross-mandate data leakage
- Granular permissioning
Assign precise platform capabilities based on predefined organizational roles, limiting trade execution visibility to authorized portfolio managers
Investment committee memo packaging
Move from shared research directly to formal investment mandates.
- Automated IC briefs
Convert annotated token layouts, historical yield curves, and team commentary into clean, sanitized PDF reports
- Data provenance
Ensure every chart included in a memo maintains a verifiable, timestamped link back to the exact live market state at the moment of capture
One shared source of truth
- Tracked assets
- 130,000+
- Supported blockchains
- 400+
- Organizational access
- Shared
Institutional teams rely on Seerian to consolidate multi-user research workflows into a unified, secure environment.
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
Watchlist integration
Add any asset to a shared team watchlist with a single click from any data row
Learn more
Contextual news feed
Protocol announcements, governance updates, and verified news for the assets you monitor
Learn more
Custom alert routing
Send threshold notifications to Slack, Telegram, Teams, WhatsApp, or PagerDuty
Learn moreSeera AI prompts
Summarize asset mechanics, read an open interest skew, or draft a research note
Learn moreTrusted 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
Frequently asked questions
Answers to common questions institutional teams ask when evaluating Seerian.
Experience Seerian with your team
Schedule a 30-minute demonstration tailored to your organization's research and portfolio requirements.
Perp open interest is at a 90-day high while funding stays flat, so the move is being led by spot rather than leverage.