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 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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Entering a New Era in Electronic Health Record Technology

The adoption and use of EHRs has been a source of promise… and frustration. Most systems come with usability issues that are a key driver of physician burnout. Exchanging health data between systems can often be a major headache. And EHRs frequently fail to deliver the productivity gains they promise.

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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-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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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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Mortgage Tech: Bringing Digital Innovation to the Housing Industry with Amy Brandt

We sat down with Amy Brandt, who works with CEOs in the Serent portfolio as an Operating Executive Director at Serent Capital, to learn what innovative startups are doing to find success in the mortgage tech space.

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