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: Mike Borman

Mike Borman started his career in software but soon learned it was his leadership abilities that would take his achievements to the next level. His time at IBM taught him how to be a leader who could keep his team motivated. As a CEO, he was the man to hire if you wanted to accelerate sales. Now, he puts his knowledge and expertise to work on Pondera’s board. We asked him some questions and he enlightened us with his knowledge and experience.

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ePayPolicy, a market-leading electronic payments solution for the E&S insurance market, announces investment from Serent Capital

San Francisco & Austin – January 9th, 2020 – ePayPolicy, a leading integrated electronic payments solutions in the Excess & Surplus (“E&S”) insurance market, announced it received 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. ePayPolicy will leverage the Serent investment to accelerate the company’s growth by making it even easier for agencies, MGAs / wholesale brokers, and premium finance companies to seamlessly accept electronic payments.

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Serent Capital's 2019 CFO Summit

Serent Capital’s CFO Summit recently took place in Austin, Texas. Over 20 CFOs and finance heads attended to take part in panel discussions and presentations ranging from building a board pack to improving pricing and contracting. It was an engaged, collaborative, and lively group of attendees that helped make this Serent event a success.

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Serent Capital's Healthcare Sector Update

Since its formation in 2008, Serent Capital has been actively partnering and investing in market-leading healthcare companies. In total, Serent has invested in seven platform companies ranging from services providers, such as, Cardon Outreach, to healthcare software companies, like Pondera Solutions. In the last three years, Serent's dedicated Healthcare Team has been particularly active, investing in four platforms. 

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Serent Capital 2019 RevGen Summit

Serent Capital's Revenue Generation Summit took place recently to highlight and discuss trends in the industry. Presenters showed attendees best practices and the latest technology to improve a company’s growth. We were happy to see a lot of new faces in the crowd. For approximately 70% of the attendees, this was their first Serent summit. Events like these are great because it allows us time to meet and collaborate with new people, all of which were either in marketing or sales.

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Serent Capital 2019 P&T Summit

Each year, Serent Capital hosts the Product and Technology (P&T) Summit to bring industry leaders within Serent portfolio companies together to educate and empower organizations to prioritize customer needs, create better processes, and improve efficiency to produce successful outcomes.

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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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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