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 Board Member Profile: Leigh-Ellen Louie

We spoke with Leigh-Ellen Louie, former CEO and COO of multiple health and private education companies and current serving board member of two Serent portfolio companies, C2 Education and United Allergy Services, on her journey to the boardroom and how those in leadership positions can better utilize their boards to achieve their company vision.

With more than 25 years of general management and strategy expertise in multi-site consumer service industries and service on multiple boards, Leigh-Ellen offers a wealth of knowledge on the subject.

During our time together, Leigh-Ellen discusses:
• Getting box economics right to drive growth
• Making the leap from executive to board member
• How to leverage your board member effectively
• The importance of diversity of thought

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How to Map Your Sales Territory

Sales teams can create the optimal sales territory design for their go-to-market function by taking a few steps. They should leverage an understanding of the market database, prioritize account targeting and use key components of the sales strategy. The sales territory design heavily influences any sales team. It dictates the organization, the responsibilities of each role in the sales function and provides perspective on the sales organization’s size. Below we examine the essential steps for determining the optimal sales territory design for any B2B company.

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Serent Board Member Profile: Steve Jones

Steve Jones has done it all — from building a sales team from the ground up at a high-growth software company to leading an accomplished career in financial services. His leadership positions have taken him across the country and around the world. He currently serves on the Board of Next Gear Solutions, where he is the Executive Chairman. He also sits on a number of other private and public company boards including State Farm Insurance and Glen Raven.

We asked him a few questions to get an insight into his experience and tell us about working as a Board Member of a Serent company.

During our time with Steve he covers:
• The importance of an effective sales team at high-growth companies
• How board member work with first time founders
• Levers and strategies that impact growth

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Serent Capital 2019 HR Summit

Serent Capital's HR Summit was recently held in September. It was filled with two days of bright minds sharing insights into the industry with topics ranging from how to improve office culture to the best ways of optimizing healthcare offerings. It was a chance to have round-table discussions and learn from industry veterans about how to bring your Human Resources department up to speed with the latest in industry practices and technology.

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Knowland, a Serent Capital Portfolio Company, Named in 20 Most Promising Travel and Hospitality Tech Solution Providers for 2019

Knowland has been named in the annual list by CIOReview of the 20 Most Promising Travel and Hospitality Tech Solution Providers – 2019. CIOReview subscribers nominate companies who they believe are at the forefront of tackling the pressing problems in the Travel and Hospitality space. The final listing is decided by their evaluation panel for Travel and Hospitality, consisting of CIOs, CTOs, COOs, CEOs, CMOs etc. who are planning to approve, purchase or influence the purchase of Travel and Hospitality Solutions/Services across the US, and members of their editorial board

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Serent Capital 2019 Operations and Customer Service Summit

Serent Capital’s Operations & Customer Service Summit is an annual event that brings operations and customer service leaders within the Serent portfolio of companies together to share industry best practices, case studies, and lessons learned - fueling efficacy and productivity. Our Austin, Texas-based summit brought together a cross-industry assembly of both first-time and multi-year attendees, with more than 80% of those attending in VP or C-Level positions. This collaborative space allowed the group to address high-level concerns and discuss opportunities for alignment and implementable changes within their high-growth organizations.

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Sales Playbook

There’s no single, standard template for designing a sales playbook. You have to consider a laundry list of factors like the size of the deal and the product’s complexity. Do you have a good understanding of the need for the company’s product in the marketplace? What’s the competitive intensity in the market? And also, what’s the complexity of decision making for the customer? These are some factors that will influence your company’s overall strategy for sales on how it will pursue bookings growth.

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Account Targeting

As soon as your customer and prospect database is up and running, the next step is to prioritize accounts and advise sales representatives on how best to focus their efforts.

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Serent Capital Portfolio Company Next Gear Solutions Acquires Accurence

AUSTIN & SAN FRANCISCO — Serent Capital, a private equity firm with offices in Austin and San Francisco focused on investing in high-growth technology and services businesses, announced that its portfolio company Next Gear Solutions has acquired Accurence, the provider of SettleAssist, QualityAssist, ScopeAssist, and National Water Prime products to the restoration industry. Accurence’s platform improves workflow management, limiting costs for contractors and insurance carriers by reducing inefficiencies, inconsistencies, and liability concerns often related to the claims process.

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Serent Capital Invests in Davisware, a Leading Field Services ERP Software Company

Austin & San Francisco– August 22, 2019 – Davisware, a leading provider of ERP software for field services businesses, has partnered with Serent Capital, a private equity firm with offices in Austin and San Francisco focused on investing in high-growth technology and services businesses.

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Recent News at Serent Capital

At Serent Capital, we are dedicated to creating effective and long-term growth for the companies we partner with. Read more about our latest news.

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