Serent Toolkit

Serent’s Growth Team specializes in helping technology-enabled businesses achieve their goals.

Here at Serent Toolkit, our operations experts share their strategies, stories, insights, and best practices used while working to equip these high-growth and fast paced SaaS companies for success.

Recent Posts

Serent Capital's Field Services Sector Update

With hundreds of thousands of service providers across lawn care, landscaping, pest control, plumbing, electrical, and many other sectors in the early stages of software adoption, the field services software ecosystem is growing rapidly. At Serent, we have spent years getting to know the players in the space. Our understanding of the broad market dynamics at play uniquely positions us to help high-growth field services software companies scale. Through our model of active engagement, we support our partners in accelerating growth: whether it's securing the right executive talent, improving go-to-market strategy and process, rolling out integrated payments, or considering opportunities for M&A or new product lines.

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Tyson Foods Partners with Axiom Medical to Provide Enhanced Healthcare Support for Team Members

Tyson Foods, Inc. (NYSE: TSN) announced today that it has partnered with Axiom Medical, a leading occupational health services and incident case management provider, to help support team members during the COVID-19 crisis.  

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Serent Capital's IT & Software Development Sector Update

We are actively looking to partner with companies that provide tools used by IT (Information Technology) professionals (in-house and services providers) and software development teams. The IT / developer tools landscape is dynamic and rapidly evolving, creating unique business-building opportunities for innovative founders. We see great potential for entrepreneurs to leverage industry tailwinds to build the next generation of market-leading technology solutions.

IT & Software Development Sector Update Overview:

  1. Trends for Vendors in the Software Development Life Cycle
  2. Trends for Vendors Serving IT Professionals
  3. IT Spotlight: Tools Used by Managed Service Providers (MSPs)
  4. MSP Tool Market Map
  5. Schedule a Meeting
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Serent Capital's GovTech Sector Update

While we undoubtedly face uncertain economic times, at Serent we maintain a strong belief that the government technology sector will be one of the few resilient sectors of the economy. Citizens are dependent on their state and local governments more than ever for essential services, and governments need to swiftly adapt to providing those services while in crisis-response mode. Organizational IT budgets are yet to be determined, but we believe this crisis is an opportunity for state and local agencies to re-evaluate their IT priorities and shift their technology portfolio away from costly system integrations and legacy on-premise solutions to lower-cost, nimble and adaptable cloud-based technologies.

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COVID-19 Resources from the Serent Portfolio

The whole Serent Capital team hopes that you, your family, your team, and your community are healthy and safe during these uncertain and unprecedented times. As things continue to change and companies work to navigate uncertainty, our goal is to share and equip you with information both that our portfolio has created and resources that are critical for those industries that continue to be affected.   

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Pondera, a Serent Portfolio Company, Has Been Acquired

Serent Capital, a San Francisco and Austin based private equity firm focused on investing in high-growth technology and services businesses, announced that its portfolio company, Pondera Solutions, a cloud-computing solution that combats fraud, waste, and abuse (“FW&A”) in government programs, has been acquired by Thomson Reuters, a leading provider of business information services.

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SHR Announces Investment From Serent Capital

SHR (Sceptre Hospitality Resources), a pioneer of advanced hotel revenue generation technologies, secured a significant investment from Serent Capital, a San Francisco and Austin based private equity firm focused on investing in high-growth technology and services businesses.

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Docutech, a Serent Portfolio Company, Acquired by First American

Serent Capital, a San Francisco and Austin based private equity firm focused on investing in high-growth technology and services businesses, announced that its portfolio company Docutech, a leading provider of document, eClose and fulfillment technology for the mortgage industry, has been acquired by First American Financial Corporation, a leading global provider of title insurance, settlement services and risk solutions for real estate transactions in a $350 million deal.

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Serent Capital Announces $750M Fund to Further Investments in High-Growth, Founder-Led Businesses

Serent Capital, a San Francisco and Austin based private equity firm focused on investing in high-growth technology and services businesses, announced the closing of its fourth fund, Serent Capital IV, at $750 million. 

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Serent Capital Portfolio Company ArbiterSports Announces Acquisition of FamilyID

Serent Capital, a San Francisco and Austin-based private equity firm focused on investing in fast-growing software and services businesses, announced that its portfolio company, ArbiterSports, has acquired FamilyID, an online registration platform that connects students with athletic programs and other school activities. The acquisition complements ArbiterSport’s existing suite of offerings provided to schools, leagues and related organizations, enabling the company to address the enrollment, payments, and eligibility tracking requirements of its customers.

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Founded in 2008, Serent Capital is a leading lower-middle market private equity firm focused on investing in high growth service and technology businesses. Our operating model is distinct in its focus on business building. We strive to be an involved, value-added investor, capable of providing significant operational and strategic support to our portfolio company CEOs on the most critical issues that they face as their companies scale.

Serent Capital's ability to assist its companies is based on its principals' experience as CEOs, strategic advisers, and Board Members, and a deep network of formal and informal advisors.

Our mission is to deliver extraordinary returns by partnering with outstanding executive teams to grow exceptional businesses. Our success in this mission comes from our persistent adherence to our values.


Vertical Specific B2B Software, Data, or Tech-Enabled Services Companies

Enterprise Value

$15m to $250m
(Smaller for add-ons)

Company Size

>$5M of recurring or reoccurring revenue
(Smaller for add-ons)


USA & Canada


10% - 1,000%


EBITDA up to $15M


Minority or Majority Transactions