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Who is Serent Capital?

Serent Capital is a private equity firm based in the United States.

Serent Capital logo
Firm facts

Serent Capital

Type
private equity firm
Headquarters
San Francisco, California / Austin, Texas, United States
LinkedIn
Company page
Industries
Last verified 2026-10-29
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How they work

Serent Capital is a US private equity firm investing in founder-led B2B software and technology-enabled services. Founded in 2008, it operates from San Francisco and Austin and supports portfolio companies through a dedicated team of operating specialists.

Serent works with founders and management teams on commercial growth, product development, AI, recruitment and acquisitions. Its operating team supports transaction assessment, financing and integration where M&A fits the business.

Capital
More than US$7 billion in assets under management; Fund VI closed in July 2026 with US$1.3 billion of commitments. Assets under management and fund commitments are different measures.
Capital model
Private equity funds providing majority and minority growth investments; Fund VI closed in July 2026.
Founder ownership
Focuses on bootstrapped, founder-led businesses and partners with founders and management teams.
Majority or minority
Both minority growth equity and majority investments.
Ownership
Works alongside founders and executives with a dedicated operating team supporting commercial, technology, talent and acquisition initiatives.
Platform or bolt-on
Invests in software platforms and supports their add-on acquisitions, including evaluation, financing and integration.
Sector focus
B2B software and technology-enabled services with strong customer demand, recurring revenue and durable business models.

Their portfolio

Showing 47 of 47 known holdings — coverage is still partial.

  • SectorProfessional & business services
    What they doLegal practice software that combines matter management, billing, trust accounting, document storage and reporting for small and mid-sized law firms.
  • SectorEducation
    What they doSoftware for schools and athletic organisations to manage event registration, payments, schedules, officials and communications across sports programmes.
  • SectorHealthcare
    What they doOnsite dental, vision, hearing and podiatry services for residents of skilled nursing facilities, supported by insurance and care delivery programmes.
  • SectorProfessional & business services
    What they doCloud audit software for CPA firms conducting employee benefit plan audits, with standardised workflows, documentation and automation tools.
  • SectorProfessional & business services
    What they doFront-office and back-office staffing software that helps recruiting agencies manage candidates, placements, payroll and business operations.
  • SectorConsumer & retail
    What they doProcurement and purchasing software for hospitality operators, with inventory controls, invoice matching, accounts payable automation and supplier connectivity.
  • SectorProfessional & business services
    What they doBusiness management software for professional firms that combines time recording, billing, project management and accounting in one cloud platform.
  • SectorSoftware & IT services
    What they doMunicipal ERP software for local government finance, utilities, human resources, community development, property assessments and tax administration.
  • SectorConstruction & infrastructure
    What they doCloud construction management software that helps homebuilders, remodelers and specialist contractors coordinate projects, clients, budgets and field teams.
  • SectorSoftware & IT services
    What they doManaged event technology services covering system architecture, integrations, vendor coordination, platform configuration and technical consulting for event organisers.
  • SectorEducation
    What they doAcademic tutoring and test preparation services for K–12 students, delivered through education centres and structured learning programmes.
  • SectorConsumer & retail
    What they doCasino operations software that automates cage workflows, revenue audits and operational analysis, integrating gaming, hospitality and financial systems.
  • SectorReal-estate services
    What they doProperty data, analytics and workflow tools serving the real estate ecosystem, including agents, lenders, insurers and other property professionals.
  • SectorHealthcare
    What they doA healthcare staffing platform connecting clinicians with hospitals, health systems and other employers through digital matching and recruitment tools.
  • SectorSoftware & IT services
    What they doIdentity and access management software for .NET applications, including authentication and authorisation frameworks that businesses can deploy on their own infrastructure.
  • SectorFinancial services
    What they doInsurance software and services supporting processing and distribution for agencies, wholesalers, managing general agents, programme administrators and carriers.
  • SectorEducation
    What they doOperations and workflow software for K–12 districts, including school scheduling, staffing plans, testing coordination and curriculum management.
  • SectorEducation
    What they doSchool transportation software covering route planning, GPS tracking, parent and driver portals, and analytics for K–12 districts.
  • SectorFinancial services
    What they doElectronic payment and reconciliation software for insurance agencies, brokers and premium finance providers, integrated with agency management systems.
  • SectorHealthcare
    What they doElectronic health record and practice management software designed for dermatology practices, including patient portals and related clinical workflows.
  • SectorFinancial services
    What they doCore insurance software for property and casualty carriers, supporting policy administration, billing, claims and related operational processes.
  • SectorSoftware & IT services
    What they doPublic safety software for fire and emergency services agencies to coordinate operational information and workflows before, during and after incidents.
  • SectorSoftware & IT services
    What they doFranchise management software for sales, operations and marketing across businesses in multiple industries, supporting brands at different growth stages.
  • SectorFinancial services
    What they doCredit risk and lending software combining data access, decision workflows, fraud checks and account management tools for financial organisations.
  • SectorSoftware & IT services
    What they doAI software for police, emergency communications and fire services, supporting reporting, administrative workflows, quality assurance and staff performance review.
  • SectorSoftware & IT services
    What they doA distributed application platform combining a document data store, caching, real-time messaging and application services for software developers.
  • SectorHealthcare
    What they doA specialty healthcare platform connecting employees to surgical, cancer and infusion care, supported by a coordinated clinical network and care teams.
  • SectorEducation
    What they doAssessment, data warehousing and analytics software for K–12 schools to organise student information and support academic improvement programmes.
  • SectorReal-estate services
    What they doProperty management software for housing communities and other assets, combining resident screening, utility billing, receivables and operating workflows.
  • SectorHealthcare
    What they doHealth information software for occupational medicine, supporting clinical and administrative workflows across hospitals, practices, employers and other care organisations.
  • SectorConsumer & retail
    What they doCloud business management software for beauty and wellness operators, delivered through the Meevo platform and accessible across desktop and mobile devices.
  • SectorEducation
    What they doSchool communications software connecting districts, teachers and families, with administrative integrations, translation and multiple messaging channels.
  • SectorFinancial services
    What they doPayment processing, risk management and recovery services for merchants across lending, retail, healthcare, government and other industries.
  • SectorProfessional & business services
    What they doWorkforce deployment services for staffing agencies, recruiters and other talent intermediaries, supporting employment administration and contingent workforce operations.
  • SectorProfessional & business services
    What they doWorkflow and ecommerce software for volume photography studios, including job management, customer marketing, facial recognition and order fulfilment.
  • SectorConsumer & retail
    What they doCloud management software for cemeteries, crematories and funeral homes, bringing records and operating workflows into a single platform.
  • SectorHealthcare
    What they doProcure-to-pay software for healthcare organisations, supporting purchasing, transaction automation, invoice review and controls over contracted supplier spending.
  • SectorEducation
    What they doCurriculum resources and assessment preparation software for primary and secondary schools, supporting state standards and student exam readiness.
  • SectorHealthcare
    What they doElectronic health record, practice management and revenue cycle software for therapy providers, supporting clinical documentation and administrative workflows.
  • SectorConsumer & retail
    What they doRestaurant management software combining accounting, inventory, staff scheduling, payroll and HR, with integrations to point-of-sale systems, vendors and banks.
  • SectorConsumer & retail
    What they doGuest data and marketing software for hotels, helping hospitality operators understand customers, manage relationships and improve direct communications.
  • SectorIndustrials & manufacturing
    What they doSupply chain planning software for distributors and manufacturers, including demand forecasting, inventory management, replenishment and supplier planning.
  • SectorProfessional & business services
    What they doProject management and accounting software for interior design firms, combining client collaboration, product sourcing and specialist financial workflows.
  • SectorConsumer & retail
    What they doBusiness software for jewellery retailers, combining point of sale, inventory, customer records, repairs, appraisals and store reporting.
  • SectorHealthcare
    What they doSoftware for emergency medical services operators, supporting dispatch, billing, reporting and other clinical service administration workflows.
  • SectorHealthcare
    What they doAllergy testing and immunotherapy services delivered through primary care practices, supporting clinicians treating patients with seasonal allergies.
  • SectorSoftware & IT services
    What they doCloud field service and delivery software supporting marketing, sales, customer management and operational workflows for service businesses.

Exited holdings

Confirmed former portfolio companies, shown separately from current holdings.

  • SectorProfessional & business services
    What they doBiohazard remediation and crime-scene cleanup services, alongside safety training for law enforcement, first responders and other professionals. (exited)
  • SectorProfessional & business services
    What they doCloud payroll, benefits and HR software for accounting firms and payroll service providers, including tax processing, onboarding and reporting. (exited)
  • SectorHealthcare
    What they doOccupational health services covering employee screening, workplace injury management, absence management and support across the employment lifecycle. (exited)
  • SectorConsumer & retail
    What they doCloud management software for hospitality wellness and recreation businesses, including spas, resorts, hotels, casinos and golf clubs. (exited)
  • SectorConsumer & retail
    What they doCall tracking and analytics software for automotive dealerships to monitor conversations, improve lead handling and measure customer interactions. (exited)
  • SectorHealthcare
    What they doHospital revenue cycle and eligibility services, historically operated as Cardon Outreach and now identified by the owner as Elevate Patient Financial Solutions. (exited)
  • SectorConstruction & infrastructure
    What they doCloud project management software for custom builders and remodelers, covering job coordination, customer communication and project financial controls. (exited)
  • SectorReal-estate services
    What they doLead generation and business management technology for residential real estate agents, helping teams convert prospects and coordinate sales activity. (exited)
  • SectorConsumer & retail
    What they doIntegrated restaurant software for inventory, workforce management and accounting, helping operators monitor costs and coordinate their businesses. (exited)
  • SectorConstruction & infrastructure
    What they doBusiness management software for service contractors, including HVAC businesses, to organise jobs, operations and growth from small firms to larger operators. (exited)
  • SectorEducation
    What they doPayment processing technology for independent K–12 schools, covering tuition, donations, admissions, enrolment and other school-related transactions. (exited)
  • SectorEducation
    What they doHigher education software for curriculum and academic catalogue management, helping colleges and universities organise programmes and course information. (exited)
  • SectorFinancial services
    What they doDocument generation, electronic signature and compliance software for banks and mortgage lenders, integrated with loan origination systems. (exited)
  • SectorEducation
    What they doSchool activity fund management software that helps K–12 districts administer payments, track funds and give staff and families financial visibility. (exited)
  • SectorConsumer & retail
    What they doMeetings and events intelligence software that helps hotels identify potential customers and improve revenue from conference and function space. (exited)
  • SectorConsumer & retail
    What they doBusiness management and analytics software for sports and entertainment organisations, including sponsorship, customer data and fan engagement applications. (exited)
  • SectorReal-estate services
    What they doBusiness management software for landscaping firms, covering budgeting, estimates, scheduling, employee time recording and customer invoicing. (exited)
  • SectorFinancial services
    What they doAppraisal vendor management software for lenders and appraisal management companies, supporting cloud workflows and compliance with banking requirements. (exited)
  • SectorFinancial services
    What they doLoan origination and account opening software for financial institutions, supporting consumer and mortgage lending and integrations with core banking systems. (exited)
  • SectorConsumer & retail
    What they doSelf-service key duplication kiosks distributed through retail locations, providing automated key-cutting services for consumers and retail partners. (exited)
  • SectorEducation
    What they doHigher education software for learner engagement, continuing education and website management, helping institutions connect with students across their learning lifecycle. (exited)
  • SectorConsumer & retail
    What they doDealership management software for recreational vehicles, powersports and other vehicle retailers, combining sales, service, inventory, accounting and reporting. (exited)
  • SectorConstruction & infrastructure
    What they doCloud job management and workflow software for property restoration contractors, supporting coordination and administration of restoration projects. (exited)
  • SectorFinancial services
    What they doMortgage software for product pricing and eligibility, compliance and hedging, helping lenders manage loan products and secondary marketing activities. (exited)
  • SectorSoftware & IT services
    What they doCloud analytics and casework software that helps government programmes detect, investigate and prevent fraud, waste and improper payments. (exited)
  • Professional Health Care Network
    SectorHealthcare
    What they doHome healthcare network and benefits management services for health plans; the business later rebranded from Professional Health Care Network to tango. (exited)
  • SectorSoftware & IT services
    What they doPublic affairs software used by companies, associations, nonprofits and government organisations to manage legislative information, advocacy and stakeholder activity. (exited)
  • SectorReal-estate services
    What they doBusiness software for lawn care and related service operators, supporting customer management, operations and marketing through its Service Assistant platform. (exited)
  • SectorProfessional & business services
    What they doSafety and compliance products and services for small and mid-sized businesses, supporting workplace safety programmes and regulatory requirements. (exited)
  • SectorConsumer & retail
    What they doHotel technology for reservations, distribution, guest management and revenue optimisation, supporting hospitality operators across multiple markets. (exited)
  • SectorProfessional & business services
    What they doIndependent contractor compliance and contingent workforce management services that help organisations administer flexible labour and improve workforce visibility. (exited)
  • SectorConsumer & retail
    What they doAutomotive retail and financing services focused on Hispanic consumers, combining vehicle sales with credit products for its customer base. (exited)
  • SectorEducation
    What they doCareer-oriented vocational education combining online learning and practical instruction, including training for dental and medical assisting roles. (exited)
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The truth, first.Data as at 2026-10-29
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