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

Pricing

ROI Based Pricing

I highly value my partnership with Serent Capital. Since day one of the investment, the team at Serent has been committed to our company culture and the values we’ve always stood for, all while helping us reach new levels of growth and innovation

John Long, CEO Avionté

SERENT INVESTMENT TEAM

Description

Avionte had not adjusted prices to reflect the company's investment in the product and the terms of their contracts. The company was uncertain of how to do so and what the impact would be

Actions

  • In collaboration with Serent, the management team crafted a communication plan to highlight the investments the company had made in the product and the positive impact those had for customers
  • Conducted a thorough outreach plan to thoughtfully communicate the updated pricing schedules

Outcomes

The company was able to increase its investment in adding value to customers as retention rates remained unchanged.