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’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.
Building an Effective Customer and Prospect Database
Go-to-market fundamentals have taught us the importance of the customer and prospect database in overall strategic success. Without the right prospect information readily available to the marketing and sales teams, the sales motion can quickly become reactionary rather than act as a proactive, targeted approach.
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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.
Focus
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)
Geography
USA & Canada
Growth
10% - 1,000%
Profitability
EBITDA up to $15M
Ownership
Minority or Majority Transactions
30-100%