Serent Capital Announces Investment in Autire, a Cloud-Based and AI-Powered Platform Supporting CPA Firms in Employee Benefit Plan Audits

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DALLAS & AUSTIN, Texas & SAN FRANCISCO--(BUSINESS WIRE)--Mar 3, 2026--

Serent Capital, a growth-focused private equity firm investing in founder-led B2B SaaS and technology companies, today announced an investment in Autire, a cloud-based and AI-powered software platform built to support CPA firms performing employee benefit plan (EBP) audits.

Employee benefit plan audits represent one of the most specialized and compliance-driven areas within the accounting profession. As regulatory expectations increase and audit firms face ongoing capacity constraints, many continue to rely on fragmented tools and manual workflows. Autire was founded to provide a more centralized, technology-enabled approach to managing these engagements and automating the work.

Built by CPA professionals with direct experience conducting EBP audits, Autire’s platform brings together workflow management, automated data processing, and structured documentation support for retirement plan audits, including 401(k), 403(b), and ESOP plans. The software is designed to help firms improve consistency, reduce administrative burden, and create a more standardized audit process.

“EBP audits sit at the intersection of regulatory complexity and operational intensity,” said Stewart Lynn, Partner at Serent Capital. “Based on Serent’s thematic work, we identified Autire as one of the true innovators in this market. In an industry historically dependent on manual processes, Autire has combined AI and technology with deep specialized knowledge to drive impressive efficiency and strong outcomes for its customers. We are excited to partner with Brian and his team to scale Autire and to deliver further innovation.”

Autire was founded by Brian Price to address inefficiencies he observed firsthand in traditional EBP audit execution. The company has grown its platform in close collaboration with accounting firms seeking more scalable, technology-enabled approaches.

“When we started Autire, we weren’t trying to incrementally improve the existing process, we wanted to rethink the infrastructure behind it,” said Brian Price, Founder and CEO of Autire. “We were looking for a partner who understands vertical software and respects the importance of building alongside practitioners. Serent brings that experience, along with operational support that will help us scale thoughtfully.”

Through the partnership, Autire will leverage Serent’s Growth Team to support initiatives across AI and product development, go-to-market strategy, executive recruiting, and long-term strategic planning.

Additional terms of the transaction were not disclosed.

About Autire

Autire provides a cloud-based software platform designed to support CPA firms performing employee benefit plan audits. Built by practitioners with experience conducting retirement plan audits, the platform is designed to help firms standardize workflows, enhance documentation, and improve operational efficiency. Learn more at www.autire.com.

About Serent Capital

Serent Capital is a growth-focused private equity firm that invests in capital-efficient B2B SaaS and technology companies. Since its inception, Serent has taken a distinctly different approach, prioritizing founders and their companies and delivering true hands-on partnership and operational support through its in-house Growth Team of 25+ full-time professionals.

By partnering with Serent, founders gain access to strategic and operational resources aimed at accelerating growth, including revenue generation support, executive hiring, transformative M&A guidance, and a curated network of 400+ founders and operating executives. With $6 billion in assets under management, Serent has partnered with more than 70 founder-led, category-leading companies, helping them scale with confidence. Learn more at www.serentcapital.com.

View source version on businesswire.com:https://www.businesswire.com/news/home/20260303443096/en/

CONTACT: Becca Johnson, Director of Marketing at Serent Capital

[email protected]

KEYWORD: CALIFORNIA TEXAS UNITED STATES NORTH AMERICA

INDUSTRY KEYWORD: SOFTWARE INTERNET FINANCE ARTIFICIAL INTELLIGENCE DATA MANAGEMENT ACCOUNTING PROFESSIONAL SERVICES TECHNOLOGY

SOURCE: Serent Capital

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PUB: 03/03/2026 10:31 AM/DISC: 03/03/2026 10:32 AM

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