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.

DirectShifts Secures Investment from Experienced Healthcare Tech Investor, Serent Capital

DirectShifts Secures Investment from Experienced Healthcare Tech Investor, Serent Capital

DirectShifts, a healthcare staffing platform that connects clinicians to hospitals and other providers, announced it received a strategic investment from Serent Capital, a growth-focused firm that invests in technology companies. The investment will support expansion into new markets and enhanced product functionality.

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Serent Capital Named to Inc.’s 2022 List of Founder-Friendly Investors for Fourth Consecutive Year

Serent Capital Named to Inc.’s 2022 List of Founder-Friendly Investors for Fourth Consecutive Year

Serent Capital, a growth-focused private equity firm that invests in founder-led enterprise software and tech-enabled services companies, announced today it has been recognized on Inc.’s Founder-Friendly Investors list for the fourth consecutive year. The list honors the private equity and venture capital firms with the best track record of success backing entrepreneurs.

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Serent-Backed Quorum Acquires Capitol Canary, Bringing Together Two Public Affairs Software Leaders

Serent-Backed Quorum Acquires Capitol Canary, Bringing Together Two Public Affairs Software Leaders

By combining Quorum’s suite of eight integrated products with Capitol Canary’s proven grassroots mobilization and digital advocacy tools, Quorum will solidify its leadership in the government and public affairs industry. With this acquisition, Quorum will serve over 2,000 clients, more than 50% of the Fortune 100, and will have 336 team members committed to providing a premium and integrated customer experience to public affairs professionals.

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Serent Snapshot: Alex Wirth and Jonathan Marks, Co-Founders of Quorum

Serent Snapshot: Alex Wirth and Jonathan Marks, Co-Founders of Quorum

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Serent-Backed Actionstep Acquires Legal Software Company LawMaster

Serent-Backed Actionstep Acquires Legal Software Company LawMaster

Actionstep, the cloud-based practice management platform for law firms, announces that it has acquired the legal software business, LawMaster. The transaction brings together two innovative practice management software companies serving the needs of mid-market law firms. The combined businesses will drive additional technology investment, consolidate many years of learnings in legal tech and provide existing LawMaster customers with extended cloud technologies.

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Serent Capital is Named on GrowthCap’s Top 25 Private Equity Firms of 2022 List

Serent Capital is Named on GrowthCap’s Top 25 Private Equity Firms of 2022 List

Serent Capital is honored to be named one of GrowthCap's Top 25 Private Equity Firms of 2022. Serent is a growth-focused investment firm that helps founders lay the groundwork that propels their companies forward. From inception, Serent set out to build a distinctly different firm that prioritizes the founders and their companies.

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Manufacturing Tech Whitepaper: Bringing the Factory to the Digital Age with Jeff Ralyea

Manufacturing Tech Whitepaper: Bringing the Factory to the Digital Age with Jeff Ralyea

Most mid-market manufacturers are running software from anywhere from two to five different providers. As they migrate to the cloud, it’s critical to look for vendors that continue to provide interoperability. The challenge isn’t just finding systems that work together – it’s that the systems manufacturers are already using may only be enabled to work in an on-premise environment.

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Studio Designer Maps Path for Growth with Investment from Serent Capital

Studio Designer Maps Path for Growth with Investment from Serent Capital

Studio Designer is a fully integrated platform that features an all-in-one project management system with time billing, product sourcing, and proprietary accounting tools. For more than 30 years, Studio Designer has enabled the world’s leading designers to drive efficiency and growth, save time, and deliver beautiful projects to satisfied clients.

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Three Essential Components You Need To Set Up a Successful Interview Process

Three Essential Components You Need To Set Up a Successful Interview Process

Running a successful interview process – one that yields the best hire possible - is a challenge. And it becomes even more challenging during an executive-level search. Making a set of interviews an iterative and revealing series of conversations is the key to finding exceptional talent and cultural fit that will drive impact over the long term. That means planning ahead, communicating with all the stakeholders, and having a “flexibly structured” plan for every step of the process.

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The Economic Downturn: How To Thrive In The Era of Profitability

The Economic Downturn: How To Thrive In The Era of Profitability

In this article, we’ll look at how you can find opportunities in this moment that will position your company for success in the years to come. Let’s start by taking a closer look at the key trends that are driving this economic environment.

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