FinTech
Investments
Value Creation Initiatives
across our portfolio
Executives & Board Members
placed in 2023
Our FinTech Engagements
Pure-Play Fintech
Vertical SaaS with Fintech products
Deep FinTech Expertise
The financial services industry has been one of the focus areas for Serent since the firm was started in 2008. In total, we’ve partnered with over 30 investments spanning various end markets, including banks, financial institutions, the capital markets, insurance, mortgage, and payments industries. Some of our notable investments include companies like MeridianLink (one of the largest LOS providers in the industry; IPO in 2021), OptimalBlue (a mortgage pricing platform acquired for $1.8B), ePayPolicy (a payments platform for the P&C insurance market), GDS Link (a credit decisioning platform), and Docutech (a loan document automation platform), among others.
A Partner You’ll Enjoy Working With
Resources to Achieve Your Goals
Unlocking Value Through Partnership
Hear why founders leaders love working with Serent
”Serent has an exceptional understanding of our business as well the ecosystem in which we operate. They have helped us hit the ground running and prioritize actionable strategies. Being focused on the tangible levers to grow the business, rather than having to figure everything out ourselves has been huge.”
Rusty Zosel, CEO, Procurement Partners
“Serent is different from other firms, they bring more integrity to the table, and they are going to do what they say they are going to do. They are capable, ‘salt of the earth’ people that added a tremendous amount of value and operational resources that helped us grow Diamond Mind.”
Katherine Novikov, Co-Founder Diamond Mind
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Value-Added Partners in Financial Services Technology:
News and Case Studies
News
ePayPolicy, electronic payments solution for the insurance market, announces investment from Serent Capital
Read PieceNews
Docutech, Provider of Technology Solutions, Aquired by First American for $350 Million
Hybrent Combines with Serent-Backed Procurement Partners
News
Serent Capital Invests in Payliance, a Leading Payment Processor for Lenders and Retailers
eGuide: 8 Core Components to Building a High-Performance Sales Team
Scaling Team & Structuring Territory Design
Sales Performance Management
Account Targeting
News
XDimensional Technologies Poised for Accelerated Growth with Investment from Serent Capital
M&A
About Serent Capital
Serent Capital usually commits $20 million to $100 million in equity to profitable, fast-growing companies with flexibility in structure and ownership, including openness to substantial minority (30%+) and majority (50-100%) investments. As part of every investment, Serent commits significant resources, including our in-house growth team and human capital / recruiting team, to help our companies accelerate growth. Serent never charges management fees, consulting fees, or board observation fees. At Serent Capital, we believe in being more than a financial partner – we believe in being an incentives-aligned, growth-oriented true business partner.