Case studies

We actively engage with our portfolio companies to support them in the execution of key initiatives. Below are a few areas we have specifically been able to drive value for our portfolio


Board Building

"Serent unlocked tremendous value in Optimal Blue that we would not have realized without their involvement. Serent was the ideal partner throughout the term of their investment, standing alongside us, not in front of us, not behind us."

Larry Huff & Ivan Darius, Co-CEOs Optimal Blue



Optimal Blue is a leading provider of enterprise lending software as a service (SaaS) to the mortgage industry. As a founder-owned company, Optimal Blue did not have a formal Board of Directors in place at the time of Serent’s investment


  • Serent worked closely with the management team to recruit a number of external board members, who could bring a diverse set of insights to the business as it tackled the challenges of rapid growth
  • These board members included the CFO of a large public real estate technology company as well as the former dean of a top-ranked MBA program


The Board of Directors brought valuable insights to the management team in the areas of go-to-market strategy, product development, and organization building. The Board also served as a thought partner to management in evaluating the strategic implications of M&A opportunities