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.

Compeat and ePayPolicy Named Best Places to Work

Compeat and ePayPolicy Named Best Places to Work

Serent portfolio companies, Compeat, and ePayPolicy were both recently included in Built In Austin’s list of "The Best Places to Work."

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Book4Time Announces Growth Investment From Serent Capital

Book4Time Announces Growth Investment From Serent Capital

Book4Time, a leading cloud-based business management solution for the global hospitality, spa, and wellness industry, announced it received a significant growth investment from Serent Capital.

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XDimensional Technologies Poised for Accelerated Growth with Investment from Serent Capital

XDimensional Technologies Poised for Accelerated Growth with Investment from Serent Capital

XDimensional Technologies, a property and casualty insurance technology platform, announced it received a majority investment from Serent Capital.

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Serent Capital Featured in PYMNTS

Serent Capital Featured in PYMNTS

“Before COVID, lenders or banks that B2B FinTech companies may work with would have several physical branches or offices,” Lance Fenton, Partner at Serent Capital said. “Today, most bank or lending customers expect a digital experience, which has opened up significant opportunities for B2B FinTech companies."

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Announcing the Launch of Serent Capital’s $750MM Fund IV

Announcing the Launch of Serent Capital’s $750MM Fund IV

Serent Capital, a growth-focused firm that invests in technology and tech-enabled services companies, announced the launch of its fourth fund at $750MM.

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eGuide: 8 Core Components to Building a High-Performance Sales Team

eGuide: 8 Core Components to Building a High-Performance Sales Team

Over the past 11 years, Serent has partnered with more than 35 portfolio companies and evaluated investments in thousands of others. As a result of our Growth Team’s hands-on work with our portfolio companies, we have compiled our perspectives around the major components of an effective sales framework in this eGuide. 

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Procurement Partners Announces Growth Investment from Serent Capital

Procurement Partners Announces Growth Investment from Serent Capital

Procurement Partners, a leading provider of procure-to-pay (P2P) solutions for healthcare providers, announced a significant growth investment from Serent Capital.

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Insurtech: Finding New Opportunities in a Traditional Industry

Insurtech: Finding New Opportunities in a Traditional Industry

We sat down with Todd Sorrel and Milan Malkani, founders of ePayPolicy, a startup that's transforming the way the independent insurance industry collects payments, to discuss the most important challenges facing Insurtech companies.

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Lending Tech: The Continued Disruption in Consumer Lending Markets

Lending Tech: The Continued Disruption in Consumer Lending Markets

Serent Capital recently brought together three leaders in the lending tech industry for a roundtable discussion on the ways consumer lending markets are changing in a post-COVID world.