How NuFund Venture Group migrated from Seraf to Dealum

Investor groups often hesitate to switch platforms because of one concern: data migration. Moving deal history, portfolio records, documents, and member data can feel risky and time-consuming.

When NuFund Venture Group decided to move its reporting from Seraf to Dealum, the migration involved transferring an entire group portfolio. They also had to integrate it with the existing deal flow and member management that were already running on Dealum.

Their experience highlights why it's beneficial for the investor groups to consolidate their tech stack and how a structured migration process helps keep the transition predictable and manageable.

NuFund Venture Group at a glance

NuFund operates a “Venture Group” model, combining a community of active investors with structured funds that invest in early-stage startups across AI, software, climatech, and life sciences.

Why NuFund decided to migrate

NuFund originally used Seraf for portfolio reporting while running other investment operations elsewhere.

Over time, Dealum became NuFund’s primary platform for:

• dealflow management
• startup applications
• data rooms
• member collaboration

When Dealum launched its portfolio reporting suite in 2025, NuFund decided to consolidate reporting there as well. Their main driver was simplifying the tech stack.

“Dealum was already becoming our one-stop shop for the deal and member management. Adding reporting allowed us to streamline our operations and user experience,"

says Ashok Kamal, Executive Director of NuFund. "Our members and administrators are looking for fewer logins and more synchronicity while maintaining the same levels of transparency and intelligence.”

The migration experience

Switching systems and transitioning smoothly can be challenging. For NuFund, this migration included transferring portfolio data, documents, and reporting history. 

The process was completed in under 60 days. Ashok says everything ran smoothly thanks to Dealum’s support team: “Deciding to migrate platforms and executing smoothly are two different animals. Fortunately, Dealum has a very responsive and knowledgeable staff that uses technology to make the process less painful and more effective.”

Today, Dealum is NuFund’s central platform for all investment-related operations, including:

• startup applications
• deal tracking
• data rooms
• portfolio reporting
• member reporting and documents

Members can log in to see deals moving through funnels, review updates, and track fund performance.

Ashok says that the biggest benefit has been reducing operational friction:

“Dealum has allowed NuFund to focus on one platform for deal work, which not only saves money, but maybe more importantly saves time and reduces friction both for administrators and members.”

How Dealum’s migration process works

To reduce risk and keep projects predictable, Dealum uses a structured migration framework designed specifically for investor networks. 

1. Preparation and kickoff

The migration begins with aligning the teams and preparing the environment. This typically includes a kickoff call, identifying the main migration contact, and setting up core structures such as funnels, access groups, and application forms.

The goal is to ensure the platform reflects the organization’s workflow before data is transferred.

Practical tips from Dealum:

• Decide early what data should be migrated and what can be left behind. Migration is a good opportunity to clean up legacy systems instead of copying everything from the old system into the new one.
• Be transparent about how your current processes work, including both strengths and pain points.

2. Migration planning

The technical team prepares a migration document that defines the project’s scope, field mappings, and communication structure. This document becomes the central reference throughout the migration.

Then, a migration meeting is scheduled to walk everyone through the agreements, phases, and expectations for the migration.

Practical tips from Dealum:

• Provide structured and clearly organized datasets whenever possible. Clean spreadsheets and consistent formats make mapping significantly faster and more accurate.

3. Phased data migration

Data isn’t migrated all at once, but in clearly defined phases. Typical phases include member information, deal flow data, portfolio records, and documents.

After each phase, the client reviews the imported data and confirms accuracy before the next step begins.

Practical tips from Dealum: 

• Assign a dedicated internal contact who can review data and provide feedback quickly.
• Try to keep review cycles short and provide clear decisions or confirmations so the migration can move forward smoothly.

4. File migration and activation

Historical files and documents are migrated separately by Dealum's development team. Once the transfer is completed and verified, the organization can start inviting members and using the system fully.

If needed, a short follow-up migration can capture any new data created during the transition period.

Practical tips from Dealum:

• Keep communication centralized with one primary contact person to avoid conflicting instructions or delayed responses.

Top three tips for a successful migration

Dealum has extensive experience with investor network migrations, and several practices consistently help make the process smoother.

1 - Allocate time for the process

Migration usually involves communication, reviews, and occasional configuration decisions. Planning internal time for this helps avoid delays.

2 - Clean up data before migration

Removing duplicates, outdated records, or inconsistent formats can significantly speed up migration.

3 - Stay open to improvements

Migration often reveals opportunities to simplify workflows rather than replicate legacy systems exactly.

In conclusion,

NuFund’s experience reflects a broader trend among investor networks: consolidating fragmented tools into one unified investment platform.

With the right preparation and collaboration, even complex portfolio migrations can be completed faster and with less friction than many organizations expect.