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


Sales Team Expansion

"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. At time of investment, Optimal Blue had a modestly sized sales and marketing organization of less than 8 individuals


  • In order to more aggressively capitalize on the market opportunity, management partnered with Serent to rapidly scale the Company’s investment in go-to-market strategies
  • This included increasing the size of the sales organization by approximately 3x in the first year of Serent’s investment, and placing key sales resources behind additional products beyond the company’s core offering


Successful, well-placed investments in the sales organization accelerated growth in the core product while also driving success in more recently developed products