Serent Capital

Overview

Serent Capital is a private equity firm with a strong presence in both San Francisco, California, and Austin, Texas. Established in 2008 by Kevin Frick and David Kennedy, the firm oversees $5.9 billion in assets distributed across five funds. Its investment strategy centers on supporting high-growth, capital-efficient B2B software and tech-enabled service companies, typically allocating between $20 million and $200 million per investment to companies generating $5 million to $100 million in annual recurring revenue.

The firm distinguishes itself through a hands-on, founder-friendly approach and a dedicated in-house Growth Team of over 25 professionals. This team delivers operational and strategic support to portfolio companies, helping accelerate revenue growth, strengthen executive teams, and drive product innovation. Serent Capital has collaborated with more than 70 founder-led businesses and completed approximately 55 investments, with focal sectors including education, healthcare, hospitality, and travel.

Basic Information

Contact Details

• Phone: +1 415-343-1050
• Website: serentcapital.com
• LinkedIn: linkedin.com/company/serent-capital
• AngelList: angel.co/serent-capital
• Twitter: twitter.com/serentcapital

Key Focus Areas & Initiatives

• Private equity
• Venture capital
• Technology
• Software
• Financial services
• Healthcare IT
• Mergers & acquisitions
• Business services
• Tech-enabled services
• Healthcare services
• Education services
• SaaS
• Growth equity
• Scalable business models
• Growth acceleration
• Founder support network
• Financial technology
• Lower-middle market
• Payment integration
• Technology companies
• Business transformation
• Business scaling
• Customer retention
• Risk management
• Buyouts
• Investment criteria
• Strategic advisory
• Recurring revenue
• Operational expertise
• Strategic support
• Product development
• Portfolio management
• Growth toolkit
• Business building
• Capital-efficient businesses
• Software scaling
• B2B
• Product marketing
• Founder-led companies
• Management support
• Market insights
• Operational support
• Post-merger integration
• Market disruption
• Securities and commodity contracts intermediation and brokerage
• Growth investments
• Sector expertise
• Performance
• Embedded finance
• Industry change
• Pricing strategy
• B2B software
• Technology innovation
• Value-added investor
• Healthcare
• Digital transformation
• B2B SaaS
• Services
• Scalable SaaS
• Technology enablement
• Consulting
• Management consulting
• Founder partnership
• Recapitalizations
• Founder-friendly
• Digital health
• Market expansion
• Transaction support
• Industry sectors
• Growth capital
• Healthcare technology
• Industry-specific expertise
• Education
• Investment strategy
• High growth
• Service companies
• Technology businesses
• Recapitalization
• Entrepreneurship
• Strategic partnerships
• Operating model
• Value creation
• Liquidity solutions
• CEO advisory
• Market opportunity
• Financial support
• Senior executive recruitment
• Boarding expertise
• Strategic thought partners
• Performance metrics
• Net promoter score
• Portfolio companies
• Demographic trends
• Market dynamics
• Capital intensity
• Business development
• Business growth
• Performance excellence
• Collaborative process
• Exit strategies
• High expectations
• Investor relations
• Customer success
• Business model innovation
• Business ecosystem
• Team experience
• Operating directors
• Finance
• Information technology & services
• Health care
• Health, wellness & fitness
• Hospital & health care
• Computer software
• Finance technology

Technologies Used

• AI
• Circle
• CloudFlare Hosting
• Cloudflare DNS
• Hubspot
• Leadfeeder
• Mimecast
• Outlook
• Pardot
• Rackspace MailGun
• React
• Remote
• Salesforce
• Slack
• WP Engine

Affiliated Organizations & Regional Branches