Seraphin Partners

What Seraphin Partners does

Seraphin Partners is a privately-held advisory firm headquartered in San Francisco, founded in 2011, that delivers professional services exclusively to high-tech, early-stage and growth-stage companies. The firm operates four integrated service lines: (1) Operational and Strategic Advisory, covering sales scaling, market positioning, partnership development, and key personnel recruitment; (2) Venture Capital Raise Consulting, including investor identification, pitch preparation, Q&A coaching, and term sheet and valuation guidance; (3) Equity and Option Valuations, providing IRS Code 409a-compliant stock option and restricted share valuations across technology and life science sectors, with over 60 such valuations completed and methods approved by Big Four and regional auditors; and (4) Merger & Acquisition Advisory, leveraging team experience across entrepreneurship, technology investment banking, venture capital, and strategic corporate development.

The firm's business model is professional services revenue generated through customized consulting engagements, with flexible and mutually agreed payment terms per engagement. There is no proprietary technology platform, no software product, and no AI component; the firm's deliverable is human-delivered advisory work. Client acquisition is conducted entirely through direct engagement via the firm's website contact form and email ([email protected]), with no disclosed digital marketing, paid advertising, or content marketing channels. Customer segments are vertical-specific, segmented by startup stage (early-stage primary, growth-stage secondary) and by sector (technology and life science).

The firm is privately held with no parent company, no disclosed institutional investors, no funding rounds, no named customer logos, and no publicly disclosed management team. Headcount is reported as 1-10 employees. The website copyright remains dated 2011, with no visible updates to its service offerings, leadership page, or branding in the available source material, indicating limited observable corporate development activity over the firm's operating history.

Name

Seraphin Partners

Legal name

Seraphin Partners

Website

https://seraphinpartners.com

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

1–10 employees

Short description

Seraphin Partners is a privately-held San Francisco advisory firm founded in 2011 that exclusively serves high-tech early and growth-stage companies with operational advisory, venture capital raise consulting, 409a equity valuations, and M&A advisory services.

Ownership category

akta.pro rank

Product category

Management Consulting Services

NAICS

Management Consulting Services (54161), Portfolio Management and Investment Advice (52394)

SIC

Services-Management Consulting Services (8742), Investment Advice (6282)

akta.pro primary industry

Strategic Partnerships, Alliances & JVs Advisory (BPAHADAI)

akta.pro secondary industry

Investment & Wealth Introducers (RIA/Private Wealth Referrals) (FSAEAMAC)

Keywords

• Startup advisory services
• Venture capital consulting
• Mergers acquisitions advisory
• Equity option valuations
• Corporate development consulting

Headquarters

HQ city

San Francisco

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Strategic and Financial Advisory Services: Revenue is generated through consulting and advisory engagements with early-stage and growth-stage technology companies. Services include operational/strategic advisory, venture capital raise consulting, equity/option valuations, and M&A advisory. Payment terms are flexible and mutually agreed upon per engagement.

Go-to-market motion1 record

Distribution channels1 record

Core offering

Seraphin Partners is a full-service advisory firm that works exclusively with high-tech, early and growth-stage businesses. It provides four core services: operational and strategic advisory (scaling sales, market positioning, partnership development, key personnel recruitment); venture capital raise consulting (investor identification, pitch preparation, term sheet and valuation guidance); IRS Code 409a compliant equity and option valuations; and merger & acquisition advisory for exit planning.

Product overview

Seraphin Partners is a full-service consulting firm (not a software product company) that offers a unified portfolio of advisory services for high-tech startups and early-stage companies. The core offerings consist of four integrated service areas: (1) Operational and Strategic Advisory to help develop business battle plans including sales scaling and market positioning; (2) Venture Capital Raise Consulting to guide companies through the fundraising process from investor identification to term sheet negotiation; (3) Equity and Option Valuations providing IRS 409a compliant valuations across technology and life science sectors; and (4) Merger & Acquisition Advisory to guide companies through exit transactions. Together, these services are designed to handle the business operations while startup founders focus on product development and innovation.

Differentiator

Problem solved

Functional benefit

Products and services

• Operational and Strategic Advisory Strategic and tactical business planning services for early-stage companies, covering scaling sales, market positioning, partnership development, and filling key personnel gaps. Designed for high-tech startups whose founding teams need to stay focused on product development.
• Venture Capital Raise Consulting End-to-end fundraising advisory for startups, including identifying the right investor universe, pitch preparation, Q&A coaching, and term sheet and valuation guidance during capital raise processes.
• Equity and Option Valuations IRS Code 409a compliant stock option and restricted share valuations for technology and life science companies. The firm has completed over 60 such valuations, with methods and final products tested and approved by Big Four and leading regional auditors.
• Merger & Acquisition Advisory Exit strategy and M&A advisory for high-tech startups, including deal sourcing, negotiation, and deal structuring, drawing on the team's experience sitting on every side of the M&A table.

Quantifiable outcome

• Over 60 valuations completed across all technology and life science sectors, with methods and final products tested and approved by Big Four and regional auditors

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves3 records

Direct peers

• EqsQuest Advisors: Equinox Business Advisors is a boutique M&A and strategic advisory firm serving lower-middle-market and growth-stage technology companies with exit planning and capital raise services comparable to Seraphin's M&A and VC raise consulting offerings.
• Fenwick & West: Fenwick & West is a tech-focused law firm serving venture-backed startups on financings, M&A, and corporate matters, with a comparable client profile to Seraphin's high-tech early and growth-stage clientele.
• Cooley LLP: Cooley is a leading tech and life sciences law firm advising startups and venture-backed companies on financings, M&A, and exits, with comparable client base and lifecycle advisory profile to Seraphin Partners.
• Gunderson Dettmer: Gunderson Dettmer is a boutique law firm providing corporate, venture financing, and M&A advisory exclusively to high-growth technology and life science startups—closely mirroring Seraphin's focus on early and growth-stage tech companies across similar service areas like financing and exits.
• Wilson Sonsini Goodrich & Rosati: Wilson Sonsini is the canonical law firm for tech startups, offering venture financing, equity/option services, and M&A advisory to growth-stage companies—a direct competitor for the same client wallet as Seraphin's combined advisory offering.

Emerging players

• Eqvista: Eqvista is a tech-enabled cap-table management and 409a valuation provider for startups and small businesses, competing directly with Seraphin's manual equity and option valuation service on price and turnaround time.
• Carta: Carta is the dominant cap-table and equity management platform for startups, providing automated 409a valuations and liquidity services that directly overlap with Seraphin's equity and option valuations offering.
• Pilot: Pilot provides startup accounting, 409a valuations, and tax services to venture-backed companies—offering a scaled, tech-enabled alternative to the manual 409a process Seraphin provides to early-stage tech companies.

Broad incumbents

• Lazard: Lazard's middle-market technology M&A and capital markets advisory overlaps with Seraphin's M&A advisory, though it competes mostly on larger tech transactions rather than seed/early-stage engagements.
• Goodwin Procter: Goodwin's technology and life sciences practice covers venture financing, M&A, and equity services for startups and growth-stage companies, overlapping with Seraphin's strategic advisory scope but as part of a much broader Am Law 50 platform.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

• Xx.com/SeraphinPartner
• LinkedInlinkedin.com/company/seraphin-partners

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Seraphin Partners