MORE THAN CAPITAL. YOUR EMBEDDED GROWTH RESOURCES.
How We Drive AI-Enabled Growth
Our Growth Team of 25+ experienced operators with deep functional expertise help scale your business
From Founder Hustle to Growth Engine
We work side-by-side with founders to scale all aspects of the go-to-market engine. Through the practical use of AI across territory design and compensation, pricing, packaging, and channel strategy, we help turn growth strategy into results
Smarter Products, Built Faster
We help founders accelerate product innovation. With deep SaaS and AI expertise, we accelerate product development, modernize platforms, drive AI adoption, and build products that create more value for customers
Build Teams That Scale With You
The right people unlock growth. We work with founders to build leadership teams that match their market opportunity. We bring a network of proven executives built over 20 years, alongside AI learning and exclusive professional development resources, to help companies scale with confidence and community
Turn Payments into a Hidden Growth Engine
We partner with companies to design payments strategies that elevate the customer experience and expand revenue, informed by our experience with embedded finance and the practical use of AI
Accelerate Growth Through Accretive M&A
We help founders use M&A to accelerate growth while staying true to what makes their business distinctive. Our team partners with leaders to assess opportunities, structure financing, and support thoughtful post-close integration, including AI integration where it can strengthen the combined business
From Founder Hustle to Organizational Growth
We work side-by-side with founders to scale all aspects of the go-to-market engine. Through the practical use of AI across territory design and compensation, pricing, packaging, and channel strategy, we help turn growth strategy into results
Smarter Products, Built Faster
We help founders accelerate product innovation. With deep SaaS and AI expertise, we accelerate product development, modernize platforms, drive AI adoption, and build products that create more value for customers
Build Teams That Scale With You
The right people unlock growth. We work with founders to build leadership teams that match their market opportunity. We bring a network of proven executives built over 20 years, alongside AI learning and exclusive professional development resources, to help companies scale with confidence and community
Turn Payments into a Hidden Growth Engine
We partner with companies to design payments strategies that elevate the customer experience and expand revenue, informed by our experience with embedded finance and the practical use of AI
Accelerate Growth Through Accretive M&A
We help founders use M&A to accelerate growth while staying true to what makes their business distinctive. Our team partners with leaders to assess opportunities, structure financing, and support thoughtful post-close integration, including AI integration where it can strengthen the combined business
Real Companies with Real Results
“We knew the demand was there, but Serent helped us build the sales model to capture it.”
Todd Sorrel
CO-FOUNDER, EPAYPOLICY
Go-to-Market
The Challenge:
ePayPolicy relied on a founder-led enterprise sales motion that needed to scale to capture rising market demand.
How We Helped:
We designed a multi-tiered sales model with segmented teams and expanded headcount. Our team also launched outbound prospecting, introduced account management, and refined messaging and packaging to better meet customer needs.
The Impact:
The revised strategy accelerated growth in new segments and expanded existing accounts, resulting in significant revenue growth per customer. These efforts helped establish ePayPolicy as a leading insurance digital payments platform.
“What I really like about Serent is they took our essence, our values, and made us better.”
John Long
Founder and Co-Chairman, Avionté
Product & AI Innovation
The Challenge:
Avionté recognized growing demand for AI-driven functionality to stay ahead of the curve in the staffing software market, but lacked a clear starting point.
How We Helped:
We defined and implemented an AI roadmap, focusing on high-impact use cases like candidate matching and workflow automation.
The Impact:
Within six months, Avionté was able to launch its first and AI product and position AI as a key differentiator in the product and sales motion, strengthening its role as a modern workforce platform.
“Serent helped us hone down what we stood for, where we wanted to go, and what we wanted the value drivers to be.”
Lorraine Gentz
Co-founder, RAINTREE SYSTEMS
Recruiting & Org Design
The Challenge:
Raintree Systems had a massive market opportunity, but its org structure and leadership bench were not built to fully capitalize on it at scale.
How We Helped:
We recruited nine C-suite leaders and two board members from our proprietary network, while retaining key founders and preserving the culture that made Raintree distinctive. This created clearer decision-making, stronger alignment, and the organizational backbone required for scale.
The Impact:
Since investment, new ARR bookings have more than doubled, and Raintree has introduced its first customer-facing roadmap along with several new products. The unified team strengthened cross-functional execution and accelerated product velocity.
“Customers loved the new model because they knew exactly what they were going to pay.”
Joe Kucik
Founder, REALGREEN
Payments & Embedded Finance
The Challenge:
RealGreen relied on multiple payment partners, creating a fragmented customer experience. With fewer than half of customers using payments, the company needed a modern, scalable solution to improve the experience and grow this key revenue stream.
How We Helped:
We helped RealGreen launch a PayFac (Payment Facilitator) in under five months. Leveraging deep payments expertise, we implemented the technical stack and established a clear path for fast, seamless customer onboarding.
The Impact:
Payments revenue grew 10x in under three years and is now a major growth driver for RealGreen. The new PayFac model improved the customer experience, accelerated adoption, and migrated more than 1,700 customers to the new platform.
“Serent’s strategic guidance has helped accelerate our growth. They’ve played a pivotal role in identifying new avenues for expansion.”
Sohit Wadhwa
CEO AND CO-FOUNDER, PARENTSQUARE
Mergers & Acquisitions
The Challenge:
In 2023, ParentSquare acquired Remind to bring together two highly adopted communication platforms serving districts, schools, and classrooms. To integrate the organizations effectively, ParentSquare needed a clear plan to unite two sizable teams and streamline overlapping capabilities into a single, cohesive experience for educators, families, and administrators.
How We Helped:
We supported the ParentSquare leadership team throughout the transaction, coordinating diligence workstreams and arranging acquisition financing and structuring. Following close, we worked alongside the team to develop and operationalize integration plans across cross-sell, customer migration, and platform consolidation efforts.
The Impact:
The combined platform now delivers a more unified and seamless communication experience for districts, teachers, and families, further strengthening ParentSquare’s market-leading position. Today the platform reaches more than 20 million students nationwide, representing districts that cover roughly 80% of U.S. K–12 students.
Executive endorsements of Serent Capital are for illustrative purposes, designed to attract business development contacts, and should not be construed as a client or investor testimonial of Serent Capital’s investment advisory services. All such endorsements are from current or former portfolio company leadership about Serent Capital’s ability to provide services to their companies. Certain executives are also investors in Serent Capital’s investment vehicle(s), and as such, there is an inherent conflict in that those executives have an incentive to provide favorable reviews of Serent Capital’s business practices for the benefit of the investment vehicles that they hold a personal ownership interest in. Serent Capital has not, directly or indirectly, paid any compensation to such individuals for their endorsements.
