Serent Capital
Year in Review 2025
Building category leaders through founder-led partnerships
A Year of Momentum, Innovation & Impact
As we enter our 18th year working alongside founders, 2025 reflected the depth and consistency of our partnership approach. We collaborated with founders and leadership teams across 7 new platform investments, 9 add-on acquisitions, and 9 realizations. Across the portfolio, companies generated approximately $2.5 billion in revenue¹ and expanded their teams by 20%, adding roughly 1,500 employees².
Looking ahead, our focus remains the same: supporting founders through the next stage of growth and helping make great companies even stronger.
2025 Investment Activity
*Seventh undisclosed announcement pending announcement. Data year-to-date as of 12/31/2025. See our portfolio for a complete list of investments
Data year-to-date as of 12/31/2025. Add-ons reflect transactions completed in 2025, including strategic acquisitions by portfolio companies. See our portfolio for a complete list of investments
Data year-to-date as of 12/31/2025. Realizations include liquidity events (full exits, partial recapitalizations, and final share sales) completed in 2025. See our portfolio for a complete list of investments
Learn more about Serent Capital
2025 Value Creation Highlights
We unlocked meaningful value through specialized expertise and hands-on support from our 25+ person Growth Team
~$2.5B
In Portfolio Revenue Generated¹
~1,500+
Employees Added to the Portfolio²
30+
AI Products Launched or in Development³
70
Executives Placed From Our Talent Network³
48
Value Creation Initiatives (VCIs) Launched by the Growth Team⁴
$60M+
Revenue Generated from Embedded Finance Products⁵
[1] Data reflects the 12-month period ending 9/30/2025 (Q4 2024 – Q3 2025). Excludes Cotality (fka CoreLogic) and Two Circles. Includes all other active portfolio companies and rollover investments held as of 9/30/2025, including companies exited subsequent to that date (e.g., Axiom)
[2] Data reflects the 12-month period ending 9/30/2025 (Q4 2024 – Q3 2025). Excludes all rollovers + 2025 exited platforms (e.g., Axiom, CallRevu)
[3] Data year-to-date as of 12/31/2025. 30+ AI products launched or in development across 29 companies, 70 executives placed across 26 companies
[4] A direct engagement by the Growth Team with portfolio companies to increase Total Enterprise Value (TEV)
[5] Payments data excludes pure payments companies (Payliance, ePayPolicy, Restaurant365)
2025 Value Creation Highlights
We unlocked meaningful value through specialized expertise and hands-on support from our 25+ person Growth Team
~$2.5B
In Portfolio Revenue Generated¹
~1,500+
Employees Added to the Portfolio²
30+
AI Products Launched or in Development³
70
Executives Placed From Our Talent Network³
48
Value Creation Initiatives (VCIs) Launched by the Growth Team⁴
$60M+
Revenue Generated from Embedded Finance Products⁵
[1] Data reflects the 12-month period ending 9/30/2025 (Q4 2024 – Q3 2025). Excludes Cotality (fka CoreLogic) and Two Circles. Includes all other active portfolio companies and rollover investments held as of 9/30/2025, including companies exited subsequent to that date (e.g., Axiom)
[2] Data reflects the 12-month period ending 9/30/2025 (Q4 2024 – Q3 2025). Excludes all rollovers + 2025 exited platforms (e.g., Axiom, CallRevu)
[3] Data year-to-date as of 12/31/2025. 30+ AI products launched or in development across 29 companies, 70 executives placed across 26 companies
[4] A direct engagement by the Growth Team with portfolio companies to increase Total Enterprise Value (TEV)
[5] Payments data excludes pure payments companies (Payliance, ePayPolicy, Restaurant365)
INDUSTRY RECOGNITION
Our Award-Winning Approach
Events & Community
AI Hackathon
100% of our current portfolio uses AI to improve efficiency and accelerate product roadmaps
CEO Summit
70+ executives gathered to discuss leadership and sustainable growth
CXO Summit
160+ leaders came together to share best practices and build community
Investment Criteria & Sector Expertise
We partner with companies that:
Build software products that customers love and rely on
Exhibit strong growth with durable, scalable business fundamentals
