Helping Founders Capture the AI Opportunity
Serent views the AI opportunity as broader than efficiency and process improvement. We see it as a driver of speed and growth across software businesses.
We have built a dedicated AI capability inside the firm, with embedded resources, internal tools, and portfolio programs.
Serent helps companies move faster in product and go-to-market, and embed AI in how they build and operate.
The Three Pillars of Serent’s AI Approach
Unlock the Dividend Across the Business
- Build AI Transformation Offices inside portfolio companies
- Bring cross-portfolio AI transformation partners into the work
- Create preferred relationships with AI-native vendors across GTM, customer success, implementations, finance, and human resources
- Share initiatives and best practices across the portfolio in real time
Create a New AI-Product Development Lifecycle
- Bring AI-PDLC expertise into portfolio companies
- Bring AI-PDLC expertise into portfolio companies
- Host AI Summits with key cloud and development partners
- Build preferred relationships with AI and agentic AI development firms
- Shape hiring for product and technology leaders with AI-PDLC
- Use richer product and operating data to inform roadmap decisions
Build Agentic Solutions for End Customers
- Support the launch of new agentic solutions to expand offerings for end-customers
Draw on Product and Technology (P&T) Chairs with agentic experience - Track market launches and disruption opportunities
AI in Practice
Data Conversion and Migration
Applying AI to data conversion, schema mapping, document extraction, and migration support in implementation-heavy workflows with high manual effort and repeatable processes
AI-Enabled Feature Development
Product and engineering teams are using AI to accelerate development, support prototyping, and build customer-facing features where AI has a clear role in the product experience
ICP Targeting and Prospect Enrichment
Go-to-market teams are applying AI to account targeting, prospect enrichment, signal detection, and scoring workflows sharpen how opportunities are identified and prioritized
Support Deflection and Self-Services
Customer teams are improving ticket triage, expanding self-service, and handling routine support questions more effectively, especially where answers are already documented
Customer Success and Renewal Signals
AI is helping teams synthesize product usage, support activity, and engagement signals so they can identify risk earlier and prepare for better customer conversations
Internal Workflow Efficiency
Internal functions are testing AI in areas such as recruiting, finance, reporting, and contract workflows to reduce repetitive work, which allows teams to spend more time on review and judgment
AI Events at Serent
AI Summit
What is it? A strategic leadership program for portfolio executives focused on product direction and implementation priorities
Why it Matters:
Leadership teams can identify where AI should matter first and align around a practical path forward
SerentHack
What is it? A portfolio-wide hackathon where teams experiment with AI to solve real pain points and build practical outputs
Why it Matters:
Teams explore feasibility and leave with prototypes and next-step roadmaps
CEO & CXO Summit
What is it? A leadership forum where executives share how AI is impacting their organizations, including lessons learned and concrete examples
Why it Matters:
Leaders learn from one another and develop a clear view of how AI can help value creation across the portfolio