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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.

Serent Capital Named a Top Private Equity Firm of 2025

Serent Capital Named a Top Private Equity Firm of 2025

Serent Capital has been named a Top Private Equity Firm of 2025 by GrowthCap, marking the fourth consecutive year the Firm has received this honor

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Serent Snapshot: Gabby Wong, CEO of FranConnect

Serent Snapshot: Gabby Wong, CEO of FranConnect

Gabby Wong, CEO of FranConnect, discusses how she built a culture of "fanatical customer experience" and worked with the Human Capital team to build out an effective hiring process.

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How to Map Your Sales Territory

How to Map Your Sales Territory

Sales teams can create the optimal sales territory design for their go-to-market function by taking a few steps. They should leverage an understanding of the market database, prioritize account targeting and use key components of the sales strategy. The sales territory design heavily influences any sales team. It dictates the organization, the responsibilities of each role in the sales function and provides perspective on the sales organization’s size. Below we examine the essential steps for determining the optimal sales territory design for any B2B company.

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The Interview Scorecard: The Best Tool to Begin an Executive Recruiting Process

The Interview Scorecard: The Best Tool to Begin an Executive Recruiting Process

Most people dread writing a job spec, but by defining what success looks like and then crafting a matrix of the must have, highly desirable, and nice-to-have requirements to achieve those goals for the role, you can create a “scorecard” that will be the framework for the role.

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Serent Snapshot: Marc Heyneker, CEO of Revinate 

Serent Snapshot: Marc Heyneker, CEO of Revinate 

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Serent Capital Champions AI Innovation with First Portfolio-Wide Hackathon

Serent Capital Champions AI Innovation with First Portfolio-Wide Hackathon

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Serent Snapshot: Joe Kucik, Founder of Real Green Systems

Serent Snapshot: Joe Kucik, Founder of Real Green Systems

Serent brought together experts in payments to make the payment facilitator a reality in a matter of months. “We brought a consultant in to work with us on the payments. And then Craig Foos, from Serent Capital, was very instrumental in working with my daughter Kellie, who was running our payments. They were able to build the payfac in just a few months. And probably the biggest game changer we had at Real Green was the opportunity to sell the new functionality with a new fixed pricing model. Customers love that new model because they know exactly what they’re going to pay. There’s no question.”

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How Are Today’s EdTech Leaders Scaling Smarter?  

How Are Today’s EdTech Leaders Scaling Smarter?  

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Serent-Backed Axiom Medical Marks 25 Years of Advancing Workplace Safety and Health at Annual Client Summit

Serent-Backed Axiom Medical Marks 25 Years of Advancing Workplace Safety and Health at Annual Client Summit

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StockIQ Teams Up with Serent Capital to Scale Supply Chain Innovation

StockIQ Teams Up with Serent Capital to Scale Supply Chain Innovation

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