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 Event Posts

What Private Equity Investors Look for in Marketing Leaders

Serent's own Prital Kadakia, who leads the Growth team at Serent Capital, helps portfolio companies scale up,  drive results, and find the right leadership talent. As a sales and marketing expert at a private equity firm, Prital’s work with portfolio companies spans sales force effectiveness, pricing, operational efficiencies, strategic partnerships, strategy development, procurement, and digital marketing.

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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 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 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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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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Private Equity Panel with C2 Education and USATestprep

Serent partnered with the Technology Executive Roundtable (TER) and Morris, Manning, & Martin, to co-host a panel, focused on Private Equity investments in technology companies, at the Buckhead Club in Atlanta on July 16th.  

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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