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.

Serent Snapshot: Amy Brandt, CEO of Docutech

Serent Snapshot: Amy Brandt, CEO of Docutech

Amy Brandt, CEO of Docutech, discusses how building the right teams and optimizing their sales process helped her scale.

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Digital Health Whitepaper: Delivering Quality Care for Self-insured Employers

Digital Health Whitepaper: Delivering Quality Care for Self-insured Employers

Digital health has been gaining momentum as the world continues to become increasingly digital. We have seen a massive acceleration of digital health solutions as workplaces have become remote and healthcare costs have continued to increase. As a result, self-insured health plans are on the rise. With the rise of digital health solutions, there are a wealth of opportunities in the employer healthcare market.

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Serent Recognized for 2021 Top 10 Middle-Market Deal of the Year

Serent Recognized for 2021 Top 10 Middle-Market Deal of the Year

First American Financial Corp.’s $350 million acquisition of fintech provider Docutech from Serent Capital expands First American’s digital offerings to real estate lenders.

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Education Advanced Secures Significant Growth Investment from Serent Capital

Education Advanced Secures Significant Growth Investment from Serent Capital

Education Advanced, a provider of operations management and workflow solutions for K-12 school districts, announced a significant growth investment from Serent Capital.

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Serent Snapshot: Rod Jimenez, Co-Founder and CEO of SHR

Serent Snapshot: Rod Jimenez, Co-Founder and CEO of SHR

Rod Jimenez, Co-Founder and CEO of SHR, shares how partnering with the right people has helped him grow his company and go-to-market strategy.

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Philanthropy and Diversity at Serent

Philanthropy and Diversity at Serent

At Serent, we are committed to driving change through our companies, our communities, and our Serent team. That is why we have undertaken a number of new initiatives to ensure that we're putting our communities first and supporting a more equitable future for all.

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Why Culture Matters: Finding a Cultural Fit for Your Team

Why Culture Matters: Finding a Cultural Fit for Your Team

Getting cultural fit right can unlock massive value for an organization. However, the costs of getting cultural fit wrong can be high, too. In this Human Capital post, we discuss how to find a cultural fit for your team as part of your interview process.

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BQE Software Announces Growth Investment from Serent Capital

BQE Software Announces Growth Investment from Serent Capital

BQE Software, an innovative business management software platform for professional services firms, announced a significant growth investment from Serent Capital.

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LMN Acquires SLICE Technologies

LMN Acquires SLICE Technologies

LMN, a Serent portfolio company, acquired SLICE Technologies, a company known for improving efficiencies in the green industry

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Serent Snapshot: Gabby Wong, CEO of FranConnect

Serent Snapshot: Gabby Wong, CEO of FranConnect

Gabby Wong, CEO of FranConnect, discusses how she built a culture of "fanatical customer experience" and worked with the Human Capital team to build out an effective hiring process.

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