How venture capital firm Serena keeps 300 portfolio leaders from solving the same problem twice
Serena's founder playbooks sat on a web page that climbed Google and stopped being private. With Elium, they sit behind access control, usage data guides what gets published, and an AI assistant answers founders instantly, with sources.

Challenge
- Content scattered across a hand-built page
- No visibility on what members actually read
- Private playbooks surfacing in Google results
- Years of slides effectively unsearchable
Outcome
- Playbooks moved behind access control, reserved to the Serena Squad
- Content organised by function, from finance to US expansion
- Usage data that shows what members read and guides what comes next
- An AI assistant that answers founders from the Squad's content and the peer discussions
The library that turned up on Google
Serena's operational support was only as good as the place it lived, and that place was a web page.
- A page of links was doing a library's job. Serena listed its content as bullet points on a page it built itself, which held the links but organised nothing.
- Nobody could see whether it worked. There were no usage figures behind it, so the team had no way to tell which material earned its place.
- Then it started ranking on Google. Traffic pushed the page up the results and it became public, exposing material written only for portfolio founders.
- Which made privacy the deciding requirement. The content is written for the Serena Squad and reserved to it, so a page anyone could find defeated its purpose.
Our users highlighted the power of the search engine. It also brings back results that sit inside attachments, and that was one of the criteria we were looking for.
A private resource centre, shaped by function
Serena chose its platform on three requirements: structure the content by function, help members find each other, and search inside the attachments.
- Spaces follow the jobs, not the filing. Content sits under finance, governance, HR, tech, product, sales, marketing and US expansion, the way a founder's problems actually arrive.
- The first space explains the rest. A playbook covers how the Squad works, its charter, what a good answer looks like and who to go to for what.
- One editor holds the line. Heba Hitti writes, publishes, onboards and offboards. Outside contributions are taken rarely, reworked with the author, and credited as a collaboration.
- Search reaches inside the attachments. Years of slides and PDFs were the real archive, so indexing only article text would have left most of the knowledge unfindable.
- Peer answers become content. Threads from the members' mailing lists are moved into a dedicated section, so an answer given once stops being lost in inboxes.
This resource centre brings real operational know-how to the marketing, technical and product directors across the Serena companies.
Usage data decides what gets written next
The Squad is about 300 senior people, and Serena can now see what they actually open. It reviews the figures every month with its own team, so the next playbook answers a need the reading shows, not one instinct guesses at.
The platform shows us what members actually look at. That is what now guides what we publish.
An AI assistant that answers from the Squad's content and from the members
Serena built an AI assistant on top of the resource centre. It searches the content and the peer discussion groups together, so a founder asking an operational question gets an answer straight away, with its sources, in the context of their own situation.
We built an AI assistant that searches our content and the peer discussions to answer the Squad's questions. Our entrepreneurs get immediate answers, with sources, adapted to their situation.
A founder with a question no longer waits for someone to be free. The answer is already there, in the Squad's content, and it arrives with its sources.
Explore the solution
Serena's founder playbooks sit behind access control, and an AI assistant answers with its sources. See how research teams publish what they know safely.
Strategy & Market Research
Living market intelligence (analyst feeds, research, reports): signal reaching decision-makers before the call, not after.
See how Strategy & Market Research works

Management consulting · Strategy & Market Research
BCG's legal team grew from 40 to 200-plus, and one document sat in ten folders. With Elium, BCG rebuilt it as one governed source, and half the team uses it weekly rather than starting again.
Read story
Gaming & Entertainment · Strategy & Market Research
PMU had the mandate to track international markets and no infrastructure to do it with. With Elium, scattered intelligence became a single base, and the reports built on it take less time to produce.
Read storyReady to put your team's knowledge to work?
See it on your own knowledge.
See how Elium gives your teams and your AI agents one source of answers they can trust.